WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in UBS — UBS Group AG

CIK 1632972 PLYMOUTH, MN

Position in UBS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,701,317

+$861,628 QoQ

Shares Held

54,506

+15.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#241

of 758 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. UBS ranks #11 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,335,236	$437,062,799
2	BAC	Bank Of America Corp /De/	2,892,296	$164,803,026
3	WFC	Wells Fargo & Company/Mn	1,391,339	$114,980,254
4	C	Citigroup Inc	522,268	$73,096,629
5	BNY	Bank of New York Mellon Corp	112,489	$16,267,034
6	BMO	Bank Of Montreal /Can/	44,397	$7,844,949
7	RY	Royal Bank Of Canada	22,619	$4,681,454
8	HSBC	Hsbc Holdings PLC	48,890	$4,648,950

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,701,317	54,506	+15.8%	Shares	Sole	2026-07-15
2026-03-31	$1,839,689	47,087	-64.4%	Shares	Sole	2026-04-08
2025-12-31	$6,121,718	132,190	+8.9%	Shares	Sole	2026-01-08
2025-09-30	$4,976,785	121,385	+0.3%	Shares	Sole	2025-10-29
2025-06-30	$4,094,485	121,067	-2.7%	Shares	Sole	2025-07-10
2025-03-31	$3,810,218	124,395	+18.3%	Shares	Sole	2025-04-16
2024-12-31	$3,188,633	105,166	+0.2%	Shares	Sole	2025-03-17
2024-09-30	$3,242,613	104,905	+203.0%	Shares	Sole	2024-10-24
2024-06-30	$1,022,881	34,627	+48.6%	Shares	Sole	2024-07-16
2024-03-31	$715,745	23,299	-25.4%	Shares	Sole	2024-04-15
2023-12-31	$965,007	31,230	+18.2%	Shares	Sole	2024-01-30
2023-09-30	$651,105	26,414	+96.4%	Shares	Sole	2023-11-13
2023-06-30	$272,672	13,452	0.0%	Shares	Sole	2023-07-21
2023-03-31	$287,065	13,452	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.