Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$162,404,103
+$28,026,083 QoQ
Shares Held
3,276,919
-4.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#57
of 758 holders
Holding Since
Dec 2021
19 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, 2026LGT Group Foundation holds $616,537,842 across 8 Banks - Diversified names. UBS ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
907,653 | $297,102,053 | |
| 2 | UBS |
UBS Group AG
This page
|
3,276,919 | $162,404,103 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,198,041 | $68,264,372 | |
| 4 | C |
Citigroup Inc
|
213,938 | $29,942,760 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
352,951 | $29,167,868 | |
| 6 | RY |
Royal Bank Of Canada
|
135,667 | $28,078,996 | |
| 7 | TD |
Toronto Dominion Bank
|
7,580 | $920,439 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,545 | $657,251 |
All Filings in UBS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,404,103 | 3,276,919 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $134,378,020 | 3,439,417 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $170,068,934 | 3,672,402 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $133,022,983 | 3,244,463 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $99,476,218 | 2,941,343 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $100,497,210 | 3,281,006 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $92,001,642 | 3,034,355 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $134,786,854 | 4,360,623 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $101,314,250 | 3,429,731 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $87,102,995 | 2,835,384 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,152,719 | 328,567 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $9,961,335 | 404,111 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $11,375,300 | 561,189 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $8,310,456 | 389,431 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $12,562,725 | 672,883 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $9,235,962 | 636,524 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $9,901,075 | 610,424 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $11,311,354 | 578,882 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $13,386,630 | 749,112 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||