Qtron Investments LLC

Position in UBS — UBS Group AG

CIK 1768099 Boston, MA

Position in UBS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,165,601

+$263,553 QoQ

Shares Held

23,519

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#310

of 758 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Financial Services · as of Jun 30, 2026

Qtron Investments LLC holds $38,871,822 across 17 Banks - Diversified names. UBS ranks #12 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,841	$9,113,194
2	BAC	Bank Of America Corp /De/	76,322	$4,348,827
3	HSBC	Hsbc Holdings PLC	32,664	$3,106,019
4	C	Citigroup Inc	18,604	$2,603,815
5	RY	Royal Bank Of Canada	12,544	$2,596,231
6	SAN	Banco Santander, S.A.	170,485	$2,352,693
7	WFC	Wells Fargo & Company/Mn	27,627	$2,283,095
8	MUFG	Mitsubishi Ufj Financial Group Inc	104,805	$2,084,571

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,165,601	23,519	+1.9%	Shares	Sole	2026-08-13
2026-03-31	$902,048	23,088	-49.8%	Shares	Sole	2026-05-15
2025-12-31	$2,130,862	46,013	+20.3%	Shares	Sole	2026-02-12
2025-09-30	$1,568,824	38,264	-28.9%	Shares	Sole	2025-11-14
2025-06-30	$1,820,632	53,833	0.0%	Shares	Sole	2025-08-13
2025-03-31	$1,648,904	53,833	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,632,216	53,833	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$1,662,648	53,790	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,588,956	53,790	-8.8%	Shares	Sole	2024-08-12
2024-03-31	$1,811,159	58,957	+54.6%	Shares	Sole	2024-05-14
2023-12-31	$1,178,093	38,126	0.0%	Shares	Sole	2024-02-12
2023-09-30	$939,805	38,126	0.0%	Shares	Sole	2023-11-13
2023-06-30	$772,814	38,126	-11.7%	Shares	Sole	2023-08-10
2023-03-31	$921,781	43,195	-10.0%	Shares	Sole	2023-05-11
2022-12-31	$895,786	47,980	+36.9%	Shares	Sole	2023-02-13
2022-09-30	$508,662	35,056	-20.9%	Shares	Sole	2022-11-14
2022-06-30	$718,691	44,309	+24.3%	Shares	Sole	2022-08-10
2022-03-31	$696,522	35,646	0.0%	Shares	Sole	2022-05-05
2021-12-31	$636,994	35,646	+0.2%	Shares	Sole	2022-02-16
2021-09-30	$566,906	35,565	0.0%	Shares	Sole	2021-11-12
2021-06-30	$545,567	35,565	-48.5%	Shares	Sole	2021-08-11
2021-03-31	$1,071,616	69,003	0.0%	Shares	Sole	2021-05-13
2020-12-31	$975,012	69,003	+25.6%	Shares	Sole	2021-02-12
2020-09-30	$612,581	54,940	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$633,211	54,871	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.