Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$658,454
+$139,370 QoQ
Shares Held
13,286
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#366
of 758 holders
Holding Since
Sep 2024
8 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, 2026Smartleaf Asset Management LLC holds $49,711,977 across 19 Banks - Diversified names. UBS ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,052 | $19,329,491 | |
| 2 | BAC |
Bank Of America Corp /De/
|
106,782 | $6,084,438 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
49,044 | $4,052,996 | |
| 4 | C |
Citigroup Inc
|
27,097 | $3,792,496 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,434 | $2,608,699 | |
| 6 | SAN |
Banco Santander, S.A.
|
160,444 | $2,214,127 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
100,440 | $1,997,751 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
76,040 | $1,793,023 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,454 | 13,286 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $519,084 | 13,286 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $539,696 | 11,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $415,125 | 10,125 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $259,703 | 7,679 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $381,894 | 12,468 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $293,255 | 9,672 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $105,186 | 3,403 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||