Permanent Capital Management, LP

Position in UBS — UBS Group AG

CIK 2054108 CHICAGO, IL

Position in UBS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,195,480

+$676,364 QoQ

Shares Held

64,477

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#229

of 758 holders

Holding Since

Jun 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Permanent Capital Management, LP holds $8,778,075 across 5 Banks - Diversified names. UBS ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBS	UBS Group AG This page	64,477	$3,195,480
2	BNY	Bank of New York Mellon Corp	20,794	$3,007,020
3	JPM	Jpmorgan Chase & Co	3,158	$1,033,708
4	C	Citigroup Inc	6,160	$862,153
5	BAC	Bank Of America Corp /De/	11,929	$679,714

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,195,480	64,477	0.0%	Shares	Sole	2026-08-12
2026-03-31	$2,519,116	64,477	-4.4%	Shares	Sole	2026-05-14
2025-12-31	$3,124,535	67,470	-2.7%	Shares	Sole	2026-01-07
2025-09-30	$2,842,407	69,327	0.0%	Shares	Sole	2025-10-17
2024-06-30	$2,047,919	69,327	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.