Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,805,734
-$3,060,307 QoQ
Shares Held
96,968
-51.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#200
of 758 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Osmosis Investment Management UK Ltd holds $94,599,985 across 11 Banks - Diversified names. UBS ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
88,370 | $28,926,152 | |
| 2 | BAC |
Bank Of America Corp /De/
|
226,132 | $12,885,001 | |
| 3 | RY |
Royal Bank Of Canada
|
46,772 | $9,680,400 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
103,501 | $8,553,322 | |
| 5 | C |
Citigroup Inc
|
57,403 | $8,034,123 | |
| 6 | TD |
Toronto Dominion Bank
|
56,476 | $6,857,880 | |
| 7 | UBS |
UBS Group AG
This page
|
96,968 | $4,805,734 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
22,907 | $4,047,666 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,805,734 | 96,968 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,866,041 | 201,332 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,302,513 | 136,094 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||