Vanguard Personalized Indexing Management, LLC
Position in UBS — UBS Group AG
CIK 1767306
OAKLAND, CA
Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,588,323
+$2,699,423 QoQ
Shares Held
193,469
+9.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#150
of 758 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $419,017,420 across 19 Banks - Diversified names. UBS ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
542,873 | $177,698,619 | |
| 2 | BAC |
Bank Of America Corp /De/
|
947,094 | $53,965,416 | |
| 3 | C |
Citigroup Inc
|
262,954 | $36,803,041 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
395,099 | $32,650,981 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
134,890 | $19,506,442 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
140,755 | $13,384,392 | |
| 7 | RY |
Royal Bank Of Canada
|
58,402 | $12,087,461 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
518,540 | $10,313,760 |
All Filings in UBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,588,323 | 193,469 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,888,900 | 176,322 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,844,237 | 190,979 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,990,777 | 194,897 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,124,700 | 181,097 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,858,814 | 191,277 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,181,839 | 170,905 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,855,682 | 157,091 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,369,409 | 147,915 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,161,699 | 135,472 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,678,737 | 119,053 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,839,211 | 115,181 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,186,707 | 107,879 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,896,421 | 88,867 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,620,163 | 86,779 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $997,257 | 68,729 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,124,956 | 57,572 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $676,111 | 37,835 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $465,974 | 29,233 | Shares | Sole | 2021-11-09 | |
| 2021-03-31 | $365,125 | 23,511 | Shares | Sole | 2021-04-28 | |
| 2020-09-30 | $243,114 | 21,804 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $186,324 | 16,146 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||