Position in UBS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,574,146
+$520,315 QoQ
Shares Held
51,940
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#244
of 757 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $14,620,137 across 11 Banks - Diversified names. UBS ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
138,018 | $2,745,178 | |
| 2 | UBS |
UBS Group AG
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|
51,940 | $2,574,146 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
9,572 | $1,384,206 | |
| 4 | ING |
Ing Groep NV
|
37,040 | $1,162,315 | |
| 5 | BCS |
Barclays PLC
|
41,335 | $1,110,258 | |
| 6 | RY |
Royal Bank Of Canada
|
5,213 | $1,078,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,194 | $1,064,437 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
41,147 | $970,246 |
All Filings in UBS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,574,146 | 51,940 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,053,831 | 52,568 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,528,711 | 54,604 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,376,606 | 57,966 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,819,573 | 83,370 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,838,228 | 60,014 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,828,963 | 60,322 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,876,391 | 60,705 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,780,287 | 60,267 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,749,104 | 56,937 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,718,287 | 55,608 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,225,869 | 49,731 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,405,927 | 118,694 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,497,555 | 70,176 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,335,166 | 71,514 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,610,290 | 110,978 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||