Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,841,333
+$1,776,185 QoQ
Shares Held
158,219
+1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#164
of 758 holders
Holding Since
Mar 2021
22 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $165,375,231 across 19 Banks - Diversified names. UBS ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,633 | $32,612,869 | |
| 2 | C |
Citigroup Inc
|
132,051 | $18,481,857 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
188,863 | $17,958,982 | |
| 4 | BAC |
Bank Of America Corp /De/
|
268,949 | $15,324,714 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
453,258 | $11,358,645 | |
| 6 | RY |
Royal Bank Of Canada
|
38,756 | $8,021,329 | |
| 7 | UBS |
UBS Group AG
This page
|
158,219 | $7,841,333 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,739 | $7,498,670 |
All Filings in UBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,841,333 | 158,219 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,065,148 | 155,238 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,192,452 | 155,311 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,949,797 | 145,117 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,877,892 | 144,231 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,552,912 | 181,290 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,270,266 | 206,803 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,484,546 | 177,436 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,580,856 | 155,073 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,989,573 | 162,421 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,716,545 | 152,639 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,484,055 | 141,341 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,085,823 | 102,902 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,021,090 | 94,709 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,698,932 | 90,998 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $971,096 | 66,926 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $729,591 | 44,981 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $340,758 | 17,439 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $252,610 | 14,136 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $174,941 | 10,975 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $163,079 | 10,631 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $184,744 | 11,896 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||