Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,546,491
+$472,461 QoQ
Shares Held
51,382
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 758 holders
Holding Since
Dec 2023
10 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, 2026Marex Group plc holds $13,853,967 across 6 Banks - Diversified names. UBS ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,055 | $8,201,252 | |
| 2 | UBS |
UBS Group AG
This page
|
51,382 | $2,546,491 | |
| 3 | C |
Citigroup Inc
|
8,524 | $1,193,019 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,636 | $890,938 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,081 | $667,813 | |
| 6 | TD |
Toronto Dominion Bank
|
2,919 | $354,454 |
All Filings in UBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,546,491 | 51,382 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,074,030 | 53,085 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,381,028 | 51,415 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,221,503 | 54,183 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $2,432,419 | 79,413 | Shares | Defined | 2026-04-02 | |
| 2024-12-31 | $1,866,408 | 61,557 | Shares | Defined | 2026-04-02 | |
| 2024-09-30 | $2,196,340 | 71,056 | Shares | Defined | 2026-04-07 | |
| 2024-06-30 | $2,153,879 | 72,914 | Shares | Defined | 2026-04-02 | |
| 2024-03-31 | $3,786,976 | 123,274 | Shares | Defined | 2026-04-02 | |
| 2023-12-31 | $4,709,931 | 152,425 | Shares | Defined | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||