Position in UBS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$52,384
+$34,764 QoQ
Shares Held
1,057
+134.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#606
of 758 holders
Holding Since
Dec 2025
3 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, 2026SJS Investment Consulting Inc. holds $4,427,932 across 19 Banks - Diversified names. UBS ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,304 | $2,063,487 | |
| 2 | C |
Citigroup Inc
|
7,427 | $1,039,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,665 | $493,731 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,308 | $356,012 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
452 | $65,363 | |
| 6 | UBS |
UBS Group AG
This page
|
1,057 | $52,384 | |
| 7 | BCS |
Barclays PLC
|
1,948 | $52,322 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
536 | $50,967 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,384 | 1,057 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $17,620 | 451 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $20,422 | 441 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||