Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$242,546
+$51,338 QoQ
Shares Held
4,894
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#531
of 758 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Perspectives, Inc holds $4,349,177 across 8 Banks - Diversified names. UBS ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,646 | $3,484,755 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,192 | $409,800 | |
| 3 | UBS |
UBS Group AG
This page
|
4,894 | $242,546 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,082 | $89,416 | |
| 5 | C |
Citigroup Inc
|
546 | $76,418 | |
| 6 | TD |
Toronto Dominion Bank
|
238 | $28,900 | |
| 7 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
49 | $8,658 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,546 | 4,894 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $191,208 | 4,894 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $226,641 | 4,894 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $200,654 | 4,894 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $165,515 | 4,894 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $149,903 | 4,894 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $148,386 | 4,894 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $151,273 | 4,894 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $144,568 | 4,894 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $150,343 | 4,894 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $126,504 | 4,094 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $100,917 | 4,094 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $82,985 | 4,094 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $87,365 | 4,094 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $76,434 | 4,094 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $59,403 | 4,094 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $66,404 | 4,094 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $79,996 | 4,094 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $73,159 | 4,094 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $191,750 | 12,500 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $12,500 | 194,125 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $176,625 | 12,500 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $139,375 | 12,500 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $144,250 | 12,500 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $115,750 | 12,500 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||