Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,964,672
-$4,767,142 QoQ
Shares Held
423,016
-35.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
16.07%
of 13F equity value
Holder Rank
#119
of 758 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Haven Global Partners, LLC holds $20,964,672 across 1 Banks - Diversified name. UBS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
This page
|
423,016 | $20,964,672 |
All Filings in UBS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,964,672 | 423,016 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,731,814 | 658,608 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $30,982,686 | 669,028 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $27,841,952 | 679,072 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $22,856,367 | 675,824 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,908,503 | 584,672 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,645,678 | 614,963 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||