Winning Points Advisors, LLC

Position in UBS — UBS Group AG

CIK 1793399 BOCA RATON, FL

Position in UBS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,520,897

-$31,158 QoQ

Shares Held

30,688

-22.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#285

of 758 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Financial Services · as of Jun 30, 2026

Winning Points Advisors, LLC holds $20,965,853 across 5 Banks - Diversified names. UBS ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	166,152	$9,467,340
2	JPM	Jpmorgan Chase & Co	20,661	$6,762,965
3	WFC	Wells Fargo & Company/Mn	35,906	$2,967,271
4	UBS	UBS Group AG This page	30,688	$1,520,897
5	BMO	Bank Of Montreal /Can/	1,400	$247,380

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,520,897	30,688	-22.7%	Shares	Sole	2026-08-17
2026-03-31	$1,552,055	39,725	-0.1%	Shares	Sole	2026-08-17
2025-12-31	$695	39,780	+156.1%	Shares	Sole	2026-02-12
2024-09-30	$480,155	15,534	-12.8%	Shares	Sole	2024-11-14
2024-03-31	$547,461	17,821	0.0%	Shares	Sole	2024-11-14
2023-12-31	$550,668	17,821	0.0%	Shares	Sole	2024-11-14
2023-06-30	$361,231	17,821	-34.5%	Shares	Sole	2024-11-14
2022-09-30	$394,701	27,202	0.0%	Shares	Sole	2022-10-07
2022-06-30	$441,216	27,202	0.0%	Shares	Sole	2022-08-15
2022-03-31	$531,527	27,202	0.0%	Shares	Sole	2022-04-27
2021-09-30	$433,599	27,202	+0.4%	Shares	Sole	2021-11-17
2021-06-30	$415,545	27,089	0.0%	Shares	Sole	2021-08-16
2021-03-31	$420,692	27,089	+3.3%	Shares	Sole	2021-05-13
2020-12-31	$370,658	26,232	+3.9%	Shares	Sole	2021-02-01
2020-09-30	$281,392	25,237	+9.7%	Shares	Sole	2020-11-13
2020-06-30	$265,420	23,000	0.0%	Shares	Sole	2020-08-18
2020-03-31	$212,980	23,000	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.