Position in UBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$330,364
-$144,074 QoQ
Shares Held
6,666
-56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
of 758 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $411,113,329 across 13 Banks - Diversified names. UBS ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
504,021 | $164,981,152 | |
| 2 | C |
Citigroup Inc
|
550,024 | $76,981,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,295,213 | $73,801,192 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
722,249 | $59,686,618 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
208,669 | $30,175,588 | |
| 6 | TD |
Toronto Dominion Bank
|
15,172 | $1,842,333 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
15,819 | $1,504,225 | |
| 8 | ING |
Ing Groep NV
|
19,446 | $610,211 |
All Filings in UBS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,364 | 6,666 | Shares | Sole | 2026-08-03 | |
| 2023-12-31 | $474,438 | 15,354 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $342,289 | 13,886 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $278,367 | 13,733 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,273,315 | 59,668 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $272,712 | 14,607 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $215,981 | 14,885 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $244,127 | 15,051 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $283,115 | 14,489 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $292,674 | 16,378 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $235,832 | 14,795 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $262,482 | 17,111 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $233,897 | 15,061 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $255,216 | 18,062 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $194,389 | 17,434 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $195,476 | 16,939 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $146,502 | 15,821 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||