Morningstar Investment Management LLC

Position in UBS — UBS Group AG

CIK 1673385 CHICAGO, IL

Position in UBS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,694,357

+$358,632 QoQ

Shares Held

34,188

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#276

of 758 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $10,778,461 across 5 Banks - Diversified names. UBS ranks #5 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TD	Toronto Dominion Bank	23,553	$2,860,040
2	BAC	Bank Of America Corp /De/	38,527	$2,195,268
3	WFC	Wells Fargo & Company/Mn	25,926	$2,142,524
4	BMO	Bank Of Montreal /Can/	10,675	$1,886,272
5	UBS	UBS Group AG This page	34,188	$1,694,357

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,694,357	34,188	0.0%	Shares	Sole	2026-07-21
2026-03-31	$1,335,725	34,188	+14.5%	Shares	Sole	2026-05-14
2025-12-31	$1,382,538	29,854	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.