Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,312,423
+$3,284,274 QoQ
Shares Held
187,902
+21.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#153
of 758 holders
Holding Since
Dec 2021
17 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, 2026TD Waterhouse Canada Inc. holds $8,765,316,314 across 18 Banks - Diversified names. UBS ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
20,259,577 | $2,460,120,435 | |
| 2 | RY |
Royal Bank Of Canada
|
11,636,208 | $2,408,345,969 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
6,350,903 | $1,122,204,560 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,475,369 | $974,667,435 | |
| 5 | BNS |
Bank Of Nova Scotia
|
9,044,903 | $785,459,376 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
1,896,218 | $620,689,037 | |
| 7 | C |
Citigroup Inc
|
1,223,255 | $171,206,769 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
611,028 | $88,360,759 |
All Filings in UBS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,312,423 | 187,902 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $6,028,149 | 154,291 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $931,896 | 20,123 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $798,393 | 19,473 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $676,332 | 19,998 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $405,633 | 13,243 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $378,939 | 12,498 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $387,395 | 12,533 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $440,494 | 14,339 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $68,280 | 2,770 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $27,972 | 1,380 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $113,315 | 5,310 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $24,457 | 1,310 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $19,951 | 1,375 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $27,168 | 1,675 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $46,173 | 2,363 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $19,639 | 1,099 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||