Position in UBS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$320,058
+$92,028 QoQ
Shares Held
6,458
+31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#475
of 758 holders
Holding Since
Dec 2025
2 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, 2026Foster Group, Inc. holds $10,657,305 across 12 Banks - Diversified names. UBS ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
49,345 | $4,077,870 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
8,862 | $2,900,798 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,652 | $777,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
4,853 | $461,471 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
20,235 | $402,474 | |
| 6 | SAN |
Banco Santander, S.A.
|
25,394 | $350,437 | |
| 7 | UBS |
UBS Group AG
This page
|
6,458 | $320,058 | |
| 8 | RY |
Royal Bank Of Canada
|
1,462 | $302,590 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,058 | 6,458 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $228,030 | 4,924 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||