Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$343,995
New position
Shares Held
6,941
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#463
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 5%
Shared 95%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $14,009,747 across 9 Banks - Diversified names. UBS ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,463 | $7,025,483 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,680 | $3,196,514 | |
| 3 | SAN |
Banco Santander, S.A.
|
68,891 | $950,695 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
35,541 | $706,910 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
7,297 | $693,871 | |
| 6 | BAC |
Bank Of America Corp /De/
|
7,922 | $451,395 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,644 | $392,037 | |
| 8 | UBS |
UBS Group AG
This page
|
6,941 | $343,995 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,995 | 6,941 | Shares | Other | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||