Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$605,524
+$135,395 QoQ
Shares Held
12,218
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#374
of 758 holders
Holding Since
Sep 2022
10 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, 2026Bridgewater Advisors Inc. holds $29,479,380 across 18 Banks - Diversified names. UBS ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
48,665 | $15,929,514 | |
| 2 | BAC |
Bank Of America Corp /De/
|
45,590 | $2,597,718 | |
| 3 | RY |
Royal Bank Of Canada
|
8,531 | $1,765,661 | |
| 4 | TD |
Toronto Dominion Bank
|
10,811 | $1,312,779 | |
| 5 | C |
Citigroup Inc
|
7,069 | $989,377 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
8,024 | $763,002 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
36,735 | $730,659 | |
| 8 | BCS |
Barclays PLC
|
25,839 | $694,035 |
All Filings in UBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,524 | 12,218 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $470,129 | 12,033 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $657,833 | 14,205 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $566,620 | 13,820 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $487,954 | 14,428 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $444,073 | 14,498 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $432,939 | 14,279 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $440,962 | 14,266 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $427,650 | 14,477 | Shares | Sole | 2024-08-02 | |
| 2022-09-30 | $211,207 | 14,556 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||