IFP Advisors, Inc

Position in UBS — UBS Group AG

CIK 1641866 TAMPA, FL

Position in UBS

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

Position Value

$150,662

+$31,265 QoQ

Shares Held

3,040

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#577

of 758 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. UBS ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,542	$23,090,512
2	BAC	Bank Of America Corp /De/	172,020	$9,801,699
3	WFC	Wells Fargo & Company/Mn	73,059	$6,037,595
4	C	Citigroup Inc	28,259	$3,955,129
5	BNY	Bank of New York Mellon Corp	5,080	$734,618
6	BCS	Barclays PLC	9,196	$247,004
7	RY	Royal Bank Of Canada	1,146	$237,187
8	UBS	UBS Group AG This page	3,040	$150,662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$150,662	3,040	-0.5%	Shares	Sole	2026-07-20
2026-03-31	$119,397	3,056	-26.4%	Shares	Sole	2026-04-13
2025-12-31	$192,371	4,154	+28.4%	Shares	Sole	2026-02-06
2025-09-30	$132,676	3,236	-37.6%	Shares	Sole	2026-02-06
2025-06-30	$175,424	5,187	-5.2%	Shares	Sole	2025-07-24
2025-03-31	$167,546	5,470	+4.8%	Shares	Sole	2025-05-05
2024-12-31	$158,240	5,219	+2.7%	Shares	Sole	2025-02-04
2024-09-30	$157,053	5,081	-22.9%	Shares	Sole	2025-02-04
2024-06-30	$194,609	6,588	+1.6%	Shares	Sole	2024-07-30
2024-03-31	$199,157	6,483	-9.2%	Shares	Sole	2024-07-30
2023-12-31	$220,626	7,140	+45.4%	Shares	Sole	2024-01-09
2023-09-30	$121,006	4,909	-23.8%	Shares	Sole	2023-10-12
2023-06-30	$130,559	6,441	+4.0%	Shares	Sole	2023-08-04
2023-03-31	$132,179	6,194	-30.1%	Shares	Sole	2023-04-18
2022-12-31	$145	8,862	+1.5%	Shares	Sole	2023-02-07
2022-09-30	$126,730	8,734	-4.2%	Shares	Sole	2022-11-08
2022-06-30	$147,942	9,121	+77.5%	Shares	Sole	2022-09-06
2022-03-31	$100,396	5,138	+10.9%	Shares	Sole	2022-08-08
2021-12-31	$82,773	4,632	+3.3%	Shares	Sole	2022-01-12
2021-09-30	$71,443	4,482	+4.2%	Shares	Sole	2021-10-06
2021-06-30	$65,962	4,300	-0.9%	Shares	Sole	2021-07-13
2021-03-31	$67,353	4,337	+1.0%	Shares	Sole	2021-04-30
2020-12-31	$60,645	4,292	+3.2%	Shares	Sole	2021-01-25
2020-09-30	$46,384	4,160	-1.3%	Shares	Sole	2020-10-29
2020-06-30	$48,652	4,216	+118.3%	Shares	Sole	2020-08-05
2020-03-31	$17,881	1,931	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.