Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$174,699
+$95,774 QoQ
Shares Held
3,525
+83.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#571
of 758 holders
Holding Since
Mar 2023
4 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $25,556,841 across 11 Banks - Diversified names. UBS ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,825 | $16,309,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
55,174 | $3,143,814 | |
| 3 | C |
Citigroup Inc
|
18,617 | $2,605,635 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
21,648 | $1,788,990 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,842 | $502,181 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,448 | $498,615 | |
| 7 | RY |
Royal Bank Of Canada
|
1,785 | $369,441 | |
| 8 | UBS |
UBS Group AG
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|
3,525 | $174,699 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,699 | 3,525 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $78,925 | 1,925 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $65,137 | 1,926 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $41,079 | 1,925 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||