Position in UBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,127,794
-$215,427 QoQ
Shares Held
28,866
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Evelyn Partners Investment Management LLP holds $131,110,308 across 11 Banks - Diversified names. UBS ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
286,422 | $84,253,895 | |
| 2 | BAC |
Bank Of America Corp /De/
|
691,958 | $33,732,952 | |
| 3 | RY |
Royal Bank Of Canada
|
32,604 | $5,274,675 | |
| 4 | TD |
Toronto Dominion Bank
|
34,014 | $3,173,846 | |
| 5 | C |
Citigroup Inc
|
23,813 | $2,700,632 | |
| 6 | UBS |
UBS Group AG
This page
|
28,866 | $1,127,794 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,064 | $279,341 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,610 | $250,209 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,127,794 | 28,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,343,221 | 29,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,183,506 | 28,866 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $976,248 | 28,866 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $884,165 | 28,866 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $875,217 | 28,866 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||