Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,470,293,489
-$400,273,639 QoQ
Shares Held
29,666,939
-26.6% QoQ
Ownership
0.969%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#12
of 758 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 71%
Shared 1%
None 28%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $30,742,314,985 across 19 Banks - Diversified names. UBS ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
114,238,700 | $9,440,686,157 | |
| 2 | BAC |
Bank Of America Corp /De/
|
131,583,164 | $7,497,608,674 | |
| 3 | C |
Citigroup Inc
|
26,121,186 | $3,655,921,183 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,790,798 | $2,138,897,289 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
5,130,331 | $1,679,311,239 | |
| 6 | UBS |
UBS Group AG
This page
|
29,666,939 | $1,470,293,489 | |
| 7 | RY |
Royal Bank Of Canada
|
6,855,539 | $1,418,890,902 | |
| 8 | TD |
Toronto Dominion Bank
|
8,180,040 | $993,302,251 |
All Filings in UBS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,470,293,489 | 29,666,939 | Shares | Other | 2026-08-12 | |
| 2025-12-31 | $1,870,567,128 | 40,392,294 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,425,850,604 | 34,776,844 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,067,397,172 | 31,561,123 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,000,681,999 | 32,669,997 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $802,678,786 | 26,473,575 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $1,578,916,421 | 51,081,088 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,260,319,600 | 42,664,848 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $1,285,836,894 | 41,856,670 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $529,959,528 | 17,150,794 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $550,537,136 | 22,334,164 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $411,100,122 | 20,281,210 | Shares | Other | 2023-08-11 | |
| 2022-12-31 | $403,668,488 | 21,621,237 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $248,159,995 | 17,102,688 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $298,998,437 | 18,433,936 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $387,851,485 | 19,849,104 | Shares | Other | 2022-05-11 | |
| 2021-09-30 | $443,462,541 | 27,820,737 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $321,112,228 | 20,933,001 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $258,552,208 | 16,648,565 | Shares | Other | 2021-05-12 | |
| 2020-09-30 | $223,054,596 | 20,004,897 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $176,254,580 | 15,273,361 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $127,521,881 | 13,771,262 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||