Position in UBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$355,394
New position
Shares Held
7,171
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#458
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NATURAL INVESTMENTS, LLC holds $12,532,428 across 13 Banks - Diversified names. UBS ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,036 | $5,576,393 | |
| 2 | BAC |
Bank Of America Corp /De/
|
21,992 | $1,253,104 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,022 | $1,158,778 | |
| 4 | RY |
Royal Bank Of Canada
|
4,935 | $1,021,396 | |
| 5 | TD |
Toronto Dominion Bank
|
6,220 | $755,294 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,344 | $603,250 | |
| 7 | SAN |
Banco Santander, S.A.
|
32,706 | $451,342 | |
| 8 | UBS |
UBS Group AG
This page
|
7,171 | $355,394 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,394 | 7,171 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||