IEQ CAPITAL, LLC

Position in UBS — UBS Group AG

CIK 1779789 Foster City, CA

Position in UBS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,664,466

+$942,381 QoQ

Shares Held

73,940

+6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#218

of 758 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $304,666,223 across 19 Banks - Diversified names. UBS ranks #12 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	374,144	$122,468,554
2	C	Citigroup Inc	386,211	$54,054,090
3	BAC	Bank Of America Corp /De/	699,014	$39,829,817
4	WFC	Wells Fargo & Company/Mn	412,166	$34,061,397
5	BNY	Bank of New York Mellon Corp	61,592	$8,906,818
6	HSBC	Hsbc Holdings PLC	49,984	$4,752,978
7	SAN	Banco Santander, S.A.	332,187	$4,584,179
8	RY	Royal Bank Of Canada	19,915	$4,121,807

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,664,466	73,940	+6.1%	Shares	Other	2026-08-11
2026-03-31	$2,722,085	69,672	+32.9%	Shares	Other	2026-05-15
2025-12-31	$2,427,199	52,412	+3.5%	Shares	Other	2026-02-13
2025-09-30	$2,075,256	50,616	+92.7%	Shares	Other	2025-11-14
2025-06-30	$888,349	26,267	+37.8%	Shares	Other	2025-08-14
2025-03-31	$583,930	19,064	+2.9%	Shares	Other	2025-05-14
2024-12-31	$561,768	18,528	+6.9%	Shares	Other	2025-02-03
2024-09-30	$535,855	17,336	+10.6%	Shares	Other	2024-11-14
2024-06-30	$462,891	15,670	+23.9%	Shares	Other	2024-08-12
2024-03-31	$388,546	12,648	-17.4%	Shares	Other	2024-05-09
2023-12-31	$473,418	15,321	+56.9%	Shares	Other	2024-02-07
2023-09-30	$240,657	9,763	-20.7%	Shares	Other	2023-11-06
2023-06-30	$249,665	12,317	+9.1%	Shares	Other	2023-08-08
2022-06-30	$183,058	11,286	—	Shares	Other	2022-07-27
No filing history on record for this holder in this stock.