OneAscent Family Office, LLC
Family OfficePosition in UBS — UBS Group AG
CIK 2055812
BIRMINGHAM, AL
Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$282,045
New position
Shares Held
5,691
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#501
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneAscent Family Office, LLC holds $5,492,751 across 11 Banks - Diversified names. UBS ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,629 | $1,515,210 | |
| 2 | BAC |
Bank Of America Corp /De/
|
11,685 | $665,811 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
6,663 | $633,584 | |
| 4 | RY |
Royal Bank Of Canada
|
3,044 | $630,016 | |
| 5 | TD |
Toronto Dominion Bank
|
3,347 | $406,426 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,029 | $358,524 | |
| 7 | UBS |
UBS Group AG
This page
|
5,691 | $282,045 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,098 | $269,030 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,045 | 5,691 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||