Position in UBS
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$2,600,030
-$1,401,848 QoQ
Shares Held
66,548
-23.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Groupe la Francaise holds $213,053,515 across 10 Banks - Diversified names. UBS ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
473,115 | $139,171,508 | |
| 2 | BAC |
Bank Of America Corp /De/
|
866,166 | $42,225,592 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
268,015 | $21,336,674 | |
| 4 | C |
Citigroup Inc
|
60,000 | $6,804,600 | |
| 5 | UBS |
UBS Group AG
This page
|
66,548 | $2,600,030 | |
| 6 | RY |
Royal Bank Of Canada
|
2,838 | $459,131 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,235 | $383,768 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
262 | $24,824 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,600,030 | 66,548 | Shares | Defined | 2026-05-21 | |
| 2025-12-31 | $4,001,878 | 86,415 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,382,428 | 58,108 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,040,779 | 119,479 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,623,551 | 85,653 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||