Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,044,278
+$385,519 QoQ
Shares Held
21,071
+25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#327
of 758 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $64,240,966 across 12 Banks - Diversified names. UBS ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,785 | $37,899,904 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
95,265 | $7,872,699 | |
| 3 | BAC |
Bank Of America Corp /De/
|
136,182 | $7,759,650 | |
| 4 | C |
Citigroup Inc
|
23,321 | $3,264,007 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,441 | $2,522,143 | |
| 6 | SAN |
Banco Santander, S.A.
|
93,369 | $1,288,492 | |
| 7 | TD |
Toronto Dominion Bank
|
8,716 | $1,058,383 | |
| 8 | UBS |
UBS Group AG
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|
21,071 | $1,044,278 |
All Filings in UBS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,278 | 21,071 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $658,759 | 16,861 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $793,938 | 17,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $720,575 | 17,575 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $588,062 | 17,388 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $559,365 | 18,262 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $555,219 | 18,312 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $226,323 | 7,322 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $216,321 | 7,323 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||