Position in UBS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$690,172
+$157,336 QoQ
Shares Held
13,926
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#360
of 758 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $17,547,828 across 10 Banks - Diversified names. UBS ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,482 | $6,377,042 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
54,673 | $4,518,176 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
13,421 | $1,276,202 | |
| 4 | C |
Citigroup Inc
|
8,908 | $1,246,762 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
49,093 | $976,459 | |
| 6 | SAN |
Banco Santander, S.A.
|
61,357 | $846,726 | |
| 7 | UBS |
UBS Group AG
This page
|
13,926 | $690,172 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
25,437 | $599,804 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,172 | 13,926 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $532,836 | 13,638 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $528,860 | 11,420 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $349,812 | 8,532 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $217,699 | 6,437 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||