Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$742,458
+$122,339 QoQ
Shares Held
14,981
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#350
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $6,916,556 across 2 Banks - Diversified names. UBS ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,862 | $6,174,098 | |
| 2 | UBS |
UBS Group AG
This page
|
14,981 | $742,458 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,458 | 14,981 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $620,119 | 15,872 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $671,495 | 14,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $927,871 | 22,631 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $692,633 | 20,480 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $654,808 | 21,378 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $670,708 | 22,121 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $732,474 | 23,697 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $734,984 | 24,881 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $805,785 | 26,230 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,124,265 | 36,384 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $952,697 | 38,649 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $809,158 | 39,919 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,046,983 | 49,062 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $971,026 | 52,010 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $805,159 | 55,490 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,135,708 | 70,019 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,164,896 | 59,616 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,116,106 | 62,457 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,113,456 | 69,853 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,074,091 | 70,019 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,040,323 | 66,988 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $948,024 | 67,093 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $727,582 | 65,254 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $726,189 | 62,928 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $528,727 | 57,098 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||