Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,499,269
+$5,541,629 QoQ
Shares Held
151,317
+202.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#172
of 758 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $1,217,044,513 across 19 Banks - Diversified names. UBS ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,459,728 | $805,142,762 | |
| 2 | C |
Citigroup Inc
|
762,371 | $106,701,443 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,591,093 | $90,660,477 | |
| 4 | RY |
Royal Bank Of Canada
|
410,231 | $84,905,507 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
753,595 | $62,277,089 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
147,719 | $21,361,642 | |
| 7 | UBS |
UBS Group AG
This page
|
151,317 | $7,499,269 | |
| 8 | ING |
Ing Groep NV
|
218,947 | $6,870,555 |
All Filings in UBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,499,269 | 151,317 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,957,640 | 50,106 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,522,810 | 32,883 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $1,168,500 | 28,500 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,137,975 | 33,648 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $769,701 | 25,129 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $485,088 | 15,999 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $396,667 | 12,833 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $551,038 | 18,654 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $17,007,206 | 553,620 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,154,177 | 458,064 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,421,526 | 422,780 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $70,374 | 4,188 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $91,354 | 6,296 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $102,039 | 6,291 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $165,991 | 8,495 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,579,105 | 144,326 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $371,560 | 23,310 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $31,983 | 2,085 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $94,437 | 6,081 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $14,143 | 1,001 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,500 | 583 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,815 | 244 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $81,404 | 8,791 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||