Banque Cantonale Vaudoise

Position in UBS — UBS Group AG

CIK 1793755 LAUSANNE, V8

Back to UBS Full portfolio

Position in UBS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$354,952,040

+$75,938,715 QoQ

Shares Held

7,162,067

+0.3% QoQ

Ownership

0.234%

of shares outstanding

% of Portfolio

14.49%

of 13F equity value

Holder Rank

#31

of 758 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in UBS Over Time

Shares Held

Position Value (USD)

Derivatives in UBS

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Banque Cantonale Vaudoise holds $395,242,121 across 5 Banks - Diversified names. UBS ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBS	UBS Group AG This page	7,162,067	$354,952,040
2	JPM	Jpmorgan Chase & Co	79,821	$26,127,807
3	C	Citigroup Inc	51,260	$7,174,349
4	WFC	Wells Fargo & Company/Mn	73,574	$6,080,155
5	RY	Royal Bank Of Canada	4,386	$907,770

All Filings in UBS

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,952,040	7,162,067	+0.3%	Shares	Sole	2026-07-31
2026-03-31	$279,013,325	7,141,370	+6.0%	Shares	Sole	2026-04-20
2025-12-31	$312,079,848	6,738,930	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$277,200,672	6,760,992	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$226,565,421	6,699,155	-1.7%	Shares	Sole	2025-08-11
2025-03-31	$208,652,600	6,812,034	+0.3%	Shares	Sole	2025-05-08
2024-09-30	$209,960,780	6,792,649	-11.0%	Shares	Sole	2024-11-08
2024-06-30	$225,440,063	7,631,688	+6.7%	Shares	Sole	2024-07-31
2024-03-31	$219,820,338	7,155,610	+18.1%	Shares	Sole	2024-04-10
2023-12-31	$187,192,539	6,058,011	+0.5%	Shares	Sole	2024-02-07
2023-09-30	$148,637,897	6,029,935	-1.8%	Shares	Sole	2023-11-08
2023-06-30	$4	50	+150.0%	Call	Sole	2023-08-09
2023-06-30	$124,515,954	6,142,869	+0.8%	Shares	Sole	2023-08-09
2023-03-31	$130,035,609	6,093,515	-0.5%	Shares	Sole	2023-04-20
2022-12-31	$114,388,120	6,126,841	-7.7%	Shares	Sole	2023-02-10
2022-09-30	$290	20	-80.0%	Call	Sole	2022-10-17
2022-09-30	$96,291,798	6,636,237	-7.0%	Shares	Sole	2022-10-17
2022-06-30	$115,773,655	7,137,710	+7.6%	Shares	Sole	2022-08-02
2022-03-31	$1,954	100	-60.0%	Call	Sole	2022-05-09
2022-03-31	$129,605,048	6,632,807	+0.1%	Shares	Sole	2022-05-09
2021-12-31	$118,428,617	6,627,231	-5.2%	Shares	Sole	2022-02-14
2021-09-30	$3,985	250	+66.7%	Call	Sole	2021-10-29
2021-09-30	$111,461,278	6,992,552	+18.8%	Shares	Sole	2021-10-29
2021-06-30	$2,301	150	—	Call	Sole	2021-08-11
2021-06-30	$90,306,563	5,886,999	+9.7%	Shares	Sole	2021-08-11
2021-03-31	$83,339,010	5,366,324	+4.9%	Shares	Sole	2021-05-11
2020-12-31	$72,306,416	5,117,227	-4.4%	Shares	Sole	2021-02-05
2020-09-30	$59,682,080	5,352,653	+12.8%	Shares	Sole	2020-10-30
2020-06-30	$54,741,581	4,743,638	+0.6%	Shares	Sole	2020-07-22
2020-03-31	$43,680,947	4,717,165	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.