Position in UBS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$889,453
+$207,135 QoQ
Shares Held
17,947
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#339
of 758 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $9,000,927 across 10 Banks - Diversified names. UBS ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,187 | $2,679,850 | |
| 2 | C |
Citigroup Inc
|
8,233 | $1,152,290 | |
| 3 | BAC |
Bank Of America Corp /De/
|
19,039 | $1,084,842 | |
| 4 | UBS |
UBS Group AG
This page
|
17,947 | $889,453 | |
| 5 | TD |
Toronto Dominion Bank
|
6,640 | $806,295 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,475 | $615,707 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
22,213 | $523,782 | |
| 8 | ING |
Ing Groep NV
|
16,616 | $521,410 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,453 | 17,947 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $682,318 | 17,464 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $828,717 | 17,895 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,013,766 | 24,726 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $877,967 | 25,960 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $760,236 | 24,820 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $808,391 | 26,662 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $837,970 | 27,110 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||