Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,020,736
New position
Shares Held
20,596
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#328
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 99%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $112,579,713 across 8 Banks - Diversified names. UBS ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
168,025 | $54,999,622 | |
| 2 | BAC |
Bank Of America Corp /De/
|
366,221 | $20,867,272 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
228,978 | $18,922,741 | |
| 4 | C |
Citigroup Inc
|
119,762 | $16,761,888 | |
| 5 | UBS |
UBS Group AG
This page
|
20,596 | $1,020,736 | |
| 6 | BCS |
Barclays PLC
|
183 | $4,915 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
52 | $1,303 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
13 | $1,236 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,736 | 20,596 | Shares | Other | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||