Evelyn Partners Investment Management Services Ltd
Position in UBS — UBS Group AG
CIK 2065205
London, X0
Position in UBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$473,098
-$87,669 QoQ
Shares Held
12,109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 33%
Shared 67%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management Services Ltd holds $13,439,534 across 8 Banks - Diversified names. UBS ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,754 | $9,634,916 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,281 | $2,402,448 | |
| 3 | RY |
Royal Bank Of Canada
|
4,578 | $740,628 | |
| 4 | UBS |
UBS Group AG
This page
|
12,109 | $473,098 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
500 | $67,670 | |
| 6 | C |
Citigroup Inc
|
538 | $61,014 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
356 | $42,232 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
185 | $17,528 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $473,098 | 12,109 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $560,767 | 12,109 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $332,100 | 8,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $273,942 | 8,100 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $248,103 | 8,100 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $247,684 | 8,169 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||