Aprio Wealth Management, LLC

Position in UBS — UBS Group AG

CIK 1803519 ATLANTA, GA

Position in UBS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$668,415

+$193,871 QoQ

Shares Held

13,487

+11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#363

of 758 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. UBS ranks #12 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,329	$8,290,941
2	BAC	Bank Of America Corp /De/	58,418	$3,328,657
3	RY	Royal Bank Of Canada	11,844	$2,451,352
4	C	Citigroup Inc	16,705	$2,338,031
5	HSBC	Hsbc Holdings PLC	21,870	$2,079,618
6	WFC	Wells Fargo & Company/Mn	18,188	$1,503,056
7	MUFG	Mitsubishi Ufj Financial Group Inc	48,834	$971,308
8	ING	Ing Groep NV	25,101	$787,669

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$668,415	13,487	+11.0%	Shares	Sole	2026-07-24
2026-03-31	$474,544	12,146	+6.9%	Shares	Sole	2026-05-11
2025-12-31	$526,313	11,365	-0.1%	Shares	Sole	2026-01-29
2025-09-30	$466,621	11,381	+21.4%	Shares	Sole	2025-11-12
2025-06-30	$317,163	9,378	-28.3%	Shares	Sole	2025-08-14
2025-03-31	$400,885	13,088	+15.0%	Shares	Sole	2025-05-15
2024-12-31	$345,132	11,383	+18.6%	Shares	Sole	2025-01-13
2024-09-30	$296,674	9,598	-1.1%	Shares	Sole	2024-10-08
2024-06-30	$286,656	9,704	-2.5%	Shares	Sole	2024-07-10
2024-03-31	$305,848	9,956	+9.8%	Shares	Sole	2024-04-10
2023-12-31	$280,108	9,065	+2.2%	Shares	Sole	2024-01-17
2023-09-30	$218,744	8,874	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.