Beverly Hills Private Wealth, LLC

Position in UBS — UBS Group AG

CIK 1965710 BEVERLY HILLS, CA

Position in UBS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$621,630

+$115,479 QoQ

Shares Held

12,543

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#371

of 757 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $17,835,841 across 5 Banks - Diversified names. UBS ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	41,307	$13,521,019
2	BNY	Bank of New York Mellon Corp	12,815	$1,853,176
3	BAC	Bank Of America Corp /De/	19,608	$1,117,263
4	C	Citigroup Inc	5,164	$722,753
5	UBS	UBS Group AG This page	12,543	$621,630

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$621,630	12,543	-3.2%	Shares	Other	2026-08-07
2026-03-31	$506,151	12,955	-16.3%	Shares	Defined	2026-05-04
2025-12-31	$716,785	15,478	-52.8%	Shares	Sole	2026-02-17
2025-09-30	$1,344,472	32,792	-14.1%	Shares	Defined	2025-11-10
2025-06-30	$1,291,652	38,192	-10.8%	Shares	Sole	2025-07-29
2025-03-31	$1,311,882	42,830	+6.7%	Shares	Sole	2025-04-30
2024-12-31	$1,216,527	40,123	+11.3%	Shares	Sole	2025-02-14
2024-09-30	$1,114,212	36,047	+16.1%	Shares	Defined	2024-11-12
2024-06-30	$917,334	31,054	+21.0%	Shares	Sole	2024-08-08
2024-03-31	$788,335	25,662	-1.8%	Shares	Sole	2024-05-09
2023-12-31	$807,323	26,127	+61.1%	Shares	Defined	2024-01-30
2023-09-30	$399,822	16,220	-28.6%	Shares	Sole	2023-11-08
2023-06-30	$460,392	22,713	+98.7%	Shares	Sole	2023-08-10
2023-03-31	$243,916	11,430	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.