Rehmann Capital Advisory Group

Position in UBS — UBS Group AG

CIK 1633037 LANSING, MI

Position in UBS

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$1,054,141

+$276,570 QoQ

Shares Held

21,270

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#326

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Rehmann Capital Advisory Group holds $26,566,851 across 16 Banks - Diversified names. UBS ranks #6 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	36,423	$11,922,340
2	WFC	Wells Fargo & Company/Mn	41,745	$3,449,806
3	BAC	Bank Of America Corp /De/	43,599	$2,484,271
4	C	Citigroup Inc	10,827	$1,515,346
5	BCS	Barclays PLC	52,498	$1,410,096
6	UBS	UBS Group AG This page	21,270	$1,054,141
7	MUFG	Mitsubishi Ufj Financial Group Inc	46,523	$925,342
8	ING	Ing Groep NV	22,251	$698,236

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,054,141	21,270	+6.9%	Shares	Sole	2026-08-20
2026-03-31	$777,571	19,902	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$910,408	19,659	+26.3%	Shares	Sole	2026-03-04
2025-09-30	$638,370	15,570	-12.2%	Shares	Sole	2025-11-13
2025-06-30	$599,425	17,724	-20.4%	Shares	Sole	2025-07-30
2025-03-31	$682,283	22,275	-15.9%	Shares	Sole	2025-04-30
2024-12-31	$802,691	26,474	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$834,940	27,012	-0.3%	Shares	Sole	2024-11-18
2024-06-30	$799,972	27,081	+2.7%	Shares	Sole	2024-08-12
2024-03-31	$809,779	26,360	-6.2%	Shares	Sole	2024-05-03
2023-12-31	$868,320	28,101	+1.1%	Shares	Sole	2024-02-13
2023-09-30	$685,467	27,808	-10.3%	Shares	Sole	2023-11-14
2023-06-30	$628,045	30,984	-4.2%	Shares	Sole	2023-08-23
2023-03-31	$689,964	32,332	-9.9%	Shares	Sole	2023-05-12
2022-12-31	$669,860	35,879	-7.7%	Shares	Sole	2023-02-10
2022-09-30	$564,047	38,873	+15.2%	Shares	Sole	2022-11-14
2022-06-30	$547,197	33,736	+0.4%	Shares	Sole	2022-08-12
2022-03-31	$656,817	33,614	-0.9%	Shares	Sole	2022-06-03
2021-12-31	$605,989	33,911	-1.6%	Shares	Sole	2022-03-02
2021-09-30	$549,117	34,449	+18.2%	Shares	Sole	2021-11-16
2021-06-30	$447,268	29,157	-1.3%	Shares	Sole	2021-08-13
2021-03-31	$458,709	29,537	-1.5%	Shares	Sole	2021-05-26
2020-12-31	$423,815	29,994	+9.0%	Shares	Sole	2021-02-19
2020-09-30	$306,881	27,523	+1.9%	Shares	Sole	2020-11-19
2020-06-30	$311,833	27,022	+8.7%	Shares	Sole	2020-11-20
2020-03-31	$230,249	24,865	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.