Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$434,343
+$77,947 QoQ
Shares Held
8,764
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#430
of 758 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Empower Advisory Group, LLC holds $432,251,669 across 8 Banks - Diversified names. UBS ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
884,396 | $289,489,342 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,023,849 | $115,318,916 | |
| 3 | C |
Citigroup Inc
|
110,198 | $15,423,312 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
125,884 | $10,403,053 | |
| 5 | RY |
Royal Bank Of Canada
|
2,530 | $523,634 | |
| 6 | UBS |
UBS Group AG
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|
8,764 | $434,343 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,748 | $397,388 | |
| 8 | TD |
Toronto Dominion Bank
|
2,155 | $261,681 |
All Filings in UBS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,343 | 8,764 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $356,396 | 9,122 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $393,820 | 8,504 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $353,461 | 8,621 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $271,202 | 8,019 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $223,874 | 7,309 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $207,782 | 6,853 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $221,099 | 7,153 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $202,349 | 6,850 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $210,432 | 6,850 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $208,111 | 6,735 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||