Position in UBS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,176,199,407
-$2,329,909,532 QoQ
Shares Held
106,890,182
-23.9% QoQ
Ownership
3.26%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.0124533981989.ToString("F0")%
Shared 0.ToString("F0")%
None 2.98754660180109.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Derivatives in UBS
reported options exposure · as of Mar 31, 2026CallValue
$394,262,011
CallShares
10,091,170
PutValue
$19,535,000
PutShares
500,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026UBS Group AG holds $13,960,742,268 across 19 Banks - Diversified names. UBS ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,111,750 | $5,621,912,375 | |
| 2 | UBS |
UBS Group AG
This page
|
106,890,182 | $4,176,199,407 | |
| 3 | BAC |
Bank Of America Corp /De/
|
27,456,463 | $1,338,502,566 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,396,355 | $827,653,820 | |
| 5 | C |
Citigroup Inc
|
6,969,507 | $790,411,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,078,905 | $365,250,499 | |
| 7 | TD |
Toronto Dominion Bank
|
1,901,313 | $177,411,513 | |
| 8 | RY |
Royal Bank Of Canada
|
1,030,378 | $166,694,550 |
All Filings in UBS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,176,199,407 | 106,890,182 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $394,262,011 | 10,091,170 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $19,535,000 | 500,000 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $6,946,500 | 150,000 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $6,506,108,939 | 140,490,368 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $261,121,991 | 5,638,566 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $232,262,130 | 5,664,930 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $5,431,620,509 | 132,478,549 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $20,500,000 | 500,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $6,764,000 | 200,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $3,920,261,699 | 115,915,485 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $220,666,909 | 6,524,746 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $4,510,912,011 | 147,271,042 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $189,932,862 | 6,200,877 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $6,126,000 | 200,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $3,032,000 | 100,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $4,656,691,497 | 153,584,812 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $158,045,183 | 5,212,572 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $3,091,000 | 100,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $4,805,422,496 | 155,464,979 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $170,172,810 | 5,505,429 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $2,954,000 | 100,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $169,242,074 | 5,729,251 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $4,625,742,266 | 156,592,494 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,072,000 | 100,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $225,426,493 | 7,338,102 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $4,323,211,251 | 140,729,533 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $318,338,536 | 10,302,218 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $4,180,252,792 | 135,283,262 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $16,995,000 | 550,000 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $325,747,753 | 13,214,919 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $12,381,547 | 502,294 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $2,781,158,333 | 112,825,896 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $265,869,650 | 13,116,411 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $2,307,290,293 | 113,827,839 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $12,482,488 | 615,811 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $2,623,560 | 122,941 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $195,476,576 | 9,160,102 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $6,453,617,040 | 302,418,793 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,259,213,832 | 121,007,704 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $87,571,933 | 4,690,516 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $2,583,517 | 138,378 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $114,060,599 | 7,860,827 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $10,710,237 | 738,128 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $1,776,215,093 | 122,413,170 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,844,167,170 | 113,697,113 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $105,683,194 | 6,515,610 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $30,457,851 | 1,877,796 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $2,302,099,665 | 117,814,722 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $153,744,393 | 7,868,188 | Call | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||