Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,574
-$9,337,675 QoQ
Shares Held
5,399
-97.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#514
of 761 holders
Holding Since
Mar 2025
5 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, 2026Permanens Capital L.P. holds $23,667,033 across 6 Banks - Diversified names. UBS ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
574,236 | $11,421,554 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
34,689 | $11,354,750 | |
| 3 | UBS |
UBS Group AG
This page
|
5,399 | $267,574 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,526 | $240,197 | |
| 5 | RY |
Royal Bank Of Canada
|
1,087 | $224,976 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,448 | $157,982 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,574 | 5,399 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $9,605,249 | 207,412 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,228,597 | 151,917 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,126,976 | 151,596 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,003,249 | 130,697 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||