Position in UBS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$13,283
+$13,237 QoQ
Shares Held
340
+33900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $233,650 across 7 Banks - Diversified names. UBS ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
382 | $112,369 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
928 | $73,878 | |
| 3 | BAC |
Bank Of America Corp /De/
|
698 | $34,027 | |
| 4 | UBS |
UBS Group AG
This page
|
340 | $13,283 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2 | $39 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2 | $33 | |
| 7 | BCS |
Barclays PLC
|
1 | $21 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,283 | 340 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $46 | 1 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $30 | 1 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $30 | 1 | Shares | Sole | 2024-06-26 | |
| 2023-06-30 | $405 | 20 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13 | 21 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $354 | 19 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $217 | 15 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||