Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,934,788
+$686,864 QoQ
Shares Held
99,572
-8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#197
of 758 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Plato Investment Management Ltd holds $94,090,041 across 11 Banks - Diversified names. UBS ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
62,447 | $20,440,776 | |
| 2 | BAC |
Bank Of America Corp /De/
|
230,368 | $13,126,368 | |
| 3 | C |
Citigroup Inc
|
85,879 | $12,019,624 | |
| 4 | RY |
Royal Bank Of Canada
|
47,573 | $9,846,183 | |
| 5 | TD |
Toronto Dominion Bank
|
62,530 | $7,593,017 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
59,922 | $6,891,030 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
74,817 | $6,182,876 | |
| 8 | UBS |
UBS Group AG
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|
99,572 | $4,934,788 |
All Filings in UBS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,934,788 | 99,572 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,247,924 | 108,726 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,599,805 | 120,920 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,957,720 | 120,920 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,856,369 | 84,458 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,547,895 | 83,183 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,259,096 | 107,490 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,192,075 | 103,270 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||