Position in UBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,461,059
+$4,487,872 QoQ
Shares Held
150,546
+97.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#174
of 758 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ethic Inc. holds $202,735,717 across 19 Banks - Diversified names. UBS ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
92,027 | $30,123,197 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
207,090 | $29,947,284 | |
| 3 | BAC |
Bank Of America Corp /De/
|
520,913 | $29,681,622 | |
| 4 | C |
Citigroup Inc
|
135,864 | $19,015,525 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
174,381 | $16,581,889 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
540,841 | $13,553,475 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
461,574 | $10,883,914 | |
| 8 | UBS |
UBS Group AG
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|
150,546 | $7,461,059 |
All Filings in UBS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,461,059 | 150,546 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,973,187 | 76,099 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,055,747 | 44,391 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,528,398 | 37,278 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $941,717 | 27,845 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $817,422 | 26,687 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $809,877 | 26,711 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $701,224 | 22,686 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $907,764 | 30,730 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $696,913 | 22,686 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $692,778 | 22,420 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $394,128 | 15,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $343,941 | 16,968 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $243,318 | 11,402 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $311,901 | 16,706 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $191,369 | 10,709 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $282,185 | 17,703 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,113,101 | 72,562 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $637,459 | 41,047 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $430,060 | 30,436 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||