Alaethes Wealth, LLC

Position in UBS — UBS Group AG

CIK 1859677 GLENBROOK, NV

Position in UBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,455,868

+$727,102 QoQ

Shares Held

69,731

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#221

of 758 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alaethes Wealth, LLC holds $7,733,743 across 2 Banks - Diversified names. UBS ranks #2 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co	13,069	$4,277,875
2	UBS	UBS Group AG This page	69,731	$3,455,868

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,455,868	69,731	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$2,728,766	69,843	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$3,229,011	69,726	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$2,872,337	70,057	-6.7%	Shares	Sole	2025-11-13
2025-06-30	$2,540,761	75,126	+3.2%	Shares	Sole	2025-08-15
2025-03-31	$2,230,507	72,821	+1.5%	Shares	Sole	2025-05-19
2024-12-31	$2,175,247	71,743	+0.9%	Shares	Sole	2025-02-14
2024-09-30	$2,198,041	71,111	-6.0%	Shares	Sole	2024-11-14
2024-06-30	$2,234,907	75,657	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$2,295,920	74,737	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$2,328,624	75,360	-0.5%	Shares	Sole	2024-02-12
2023-09-30	$1,866,917	75,737	-5.0%	Shares	Sole	2023-11-13
2023-06-30	$1,616,775	79,762	+1.3%	Shares	Sole	2023-08-14
2023-03-31	$1,679,842	78,718	+5.9%	Shares	Sole	2023-05-16
2022-12-31	$1,387,759	74,331	-8.4%	Shares	Sole	2023-02-13
2022-09-30	$1,176,949	81,113	+5.8%	Shares	Sole	2022-11-14
2022-06-30	$1,243,457	76,662	—	Shares	Sole	2022-08-16
No filing history on record for this holder in this stock.