Envestnet Portfolio Solutions, Inc.

Position in UBS — UBS Group AG

CIK 1998033 BERWYN, PA

Position in UBS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$421,805

+$118,427 QoQ

Shares Held

8,511

+9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#433

of 758 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $85,284,013 across 15 Banks - Diversified names. UBS ranks #13 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	164,847	$53,959,368
2	BAC	Bank Of America Corp /De/	203,285	$11,583,179
3	WFC	Wells Fargo & Company/Mn	62,339	$5,151,694
4	C	Citigroup Inc	36,170	$5,062,353
5	BNY	Bank of New York Mellon Corp	24,341	$3,519,952
6	RY	Royal Bank Of Canada	5,717	$1,183,247
7	BCS	Barclays PLC	31,952	$858,230
8	SAN	Banco Santander, S.A.	48,751	$672,763

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,805	8,511	+9.6%	Shares	Sole	2026-07-20
2026-03-31	$303,378	7,765	-55.8%	Shares	Sole	2026-04-29
2025-12-31	$812,786	17,551	+9.6%	Shares	Sole	2026-02-06
2025-09-30	$656,656	16,016	+0.2%	Shares	Sole	2025-10-30
2025-06-30	$540,443	15,980	-28.6%	Shares	Sole	2025-07-25
2025-03-31	$685,621	22,384	-58.1%	Shares	Sole	2025-04-21
2024-12-31	$1,619,391	53,410	+3.9%	Shares	Sole	2025-02-10
2024-09-30	$1,588,804	51,401	-2.5%	Shares	Sole	2024-10-31
2024-06-30	$1,558,116	52,746	-17.5%	Shares	Sole	2024-07-16
2024-03-31	$1,964,789	63,958	-9.8%	Shares	Sole	2024-05-06
2023-12-31	$2,190,192	70,880	+88.9%	Shares	Sole	2024-02-07
2023-09-30	$925,163	37,532	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.