DRIVE WEALTH MANAGEMENT, LLC

Position in UBS — UBS Group AG

CIK 1952781 LEHI, UT

Position in UBS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$587,236

+$135,861 QoQ

Shares Held

11,849

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#380

of 758 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DRIVE WEALTH MANAGEMENT, LLC holds $11,889,702 across 13 Banks - Diversified names. UBS ranks #8 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,377	$3,396,703
2	WFC	Wells Fargo & Company/Mn	22,128	$1,828,657
3	BAC	Bank Of America Corp /De/	20,503	$1,168,260
4	HSBC	Hsbc Holdings PLC	9,525	$905,731
5	RY	Royal Bank Of Canada	3,647	$754,818
6	C	Citigroup Inc	5,088	$712,116
7	BNY	Bank of New York Mellon Corp	4,498	$650,454
8	UBS	UBS Group AG This page	11,849	$587,236

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$587,236	11,849	+2.6%	Shares	Sole	2026-07-22
2026-03-31	$451,375	11,553	-8.3%	Shares	Other	2026-04-14
2025-12-31	$583,505	12,600	+13.5%	Shares	Other	2026-02-04
2025-09-30	$455,100	11,100	+4.2%	Shares	Sole	2025-10-31
2025-06-30	$360,216	10,651	-1.1%	Shares	Sole	2025-07-30
2025-03-31	$329,731	10,765	-2.5%	Shares	Other	2025-05-07
2024-12-31	$334,611	11,036	-1.1%	Shares	Sole	2025-01-22
2024-09-30	$345,078	11,164	+0.6%	Shares	Other	2024-11-07
2024-06-30	$327,894	11,100	+3.2%	Shares	Sole	2024-08-01
2024-03-31	$330,270	10,751	+4.4%	Shares	Sole	2024-04-22
2023-12-31	$318,331	10,302	+4.3%	Shares	Sole	2024-01-22
2023-09-30	$243,369	9,873	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.