Position in UBS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,137,483
+$141,170 QoQ
Shares Held
29,114
+35.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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 Mar 31, 2026Brooklyn Investment Group holds $81,827,054 across 18 Banks - Diversified names. UBS ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,972 | $29,407,763 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
102,274 | $8,436,582 | |
| 3 | BAC |
Bank Of America Corp /De/
|
158,558 | $7,729,702 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
78,765 | $6,270,481 | |
| 5 | C |
Citigroup Inc
|
42,397 | $4,808,243 | |
| 6 | SAN |
Banco Santander, S.A.
|
375,595 | $4,236,711 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
241,824 | $4,103,753 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
25,882 | $3,070,381 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,137,483 | 29,114 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $996,313 | 21,514 | Shares | Defined | 2026-02-12 | |
| 2025-03-31 | $9,127 | 298 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $60 | 2 | Shares | Defined | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||