Ellevest, Inc.

Position in UBS — UBS Group AG

CIK 1644128 NEW YORK, NY

Position in UBS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$550,363

+$219,675 QoQ

Shares Held

11,105

+31.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#392

of 758 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $12,470,532 across 12 Banks - Diversified names. UBS ranks #10 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	78,814	$1,975,078
2	JPM	Jpmorgan Chase & Co	5,942	$1,944,994
3	HSBC	Hsbc Holdings PLC	17,993	$1,710,954
4	BNY	Bank of New York Mellon Corp	10,839	$1,567,427
5	SMFG	Sumitomo Mitsui Financial Group, Inc.	45,842	$1,080,954
6	BAC	Bank Of America Corp /De/	15,169	$864,329
7	C	Citigroup Inc	5,883	$823,384
8	BCS	Barclays PLC	23,555	$632,687

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$550,363	11,105	+31.2%	Shares	Sole	2026-08-10
2026-03-31	$330,688	8,464	+8117.5%	Shares	Sole	2026-05-11
2022-03-31	$2,012	103	0.0%	Shares	Sole	2022-04-19
2021-12-31	$1,840	103	-88.6%	Shares	Sole	2022-01-24
2021-09-30	$14,377	902	-95.6%	Shares	Sole	2021-10-19
2021-06-30	$316,249	20,616	+79.5%	Shares	Sole	2021-07-13
2021-03-31	$178,362	11,485	+32.2%	Shares	Sole	2021-05-03
2020-12-31	$122,719	8,685	+4725.0%	Shares	Sole	2021-02-04
2020-09-30	$2,007	180	+620.0%	Shares	Sole	2020-10-26
2020-06-30	$288	25	-98.6%	Shares	Sole	2020-07-06
2020-03-31	$16,251	1,755	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.