Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,305,332
+$3,855,098 QoQ
Shares Held
369,357
-0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#125
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pictet North America Advisors SA holds $39,528,099 across 2 Banks - Diversified names. UBS ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,836 | $21,222,767 | |
| 2 | UBS |
UBS Group AG
This page
|
369,357 | $18,305,332 |
All Filings in UBS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,305,332 | 369,357 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,450,234 | 369,855 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $17,127,985 | 369,855 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $15,676,555 | 382,355 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,931,246 | 382,355 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $11,711,533 | 382,355 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $11,593,003 | 382,355 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,691,493 | 572,355 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $19,565,966 | 662,355 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $20,347,545 | 662,355 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $20,689,774 | 669,572 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,549,444 | 711,945 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $14,857,524 | 732,981 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,627,175 | 732,295 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $13,671,947 | 732,295 | Shares | Sole | 2023-03-22 | |
| 2022-09-30 | $10,591,647 | 729,955 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,839,870 | 729,955 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $12,613,773 | 645,536 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $15,482,532 | 866,398 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,810,384 | 866,398 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,709,137 | 1,415,198 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $14,386,960 | 926,398 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $13,090,003 | 926,398 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $10,329,337 | 926,398 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,934,934 | 947,568 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,274,279 | 677,568 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||