Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$258,951
+$36,252 QoQ
Shares Held
5,225
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#517
of 758 holders
Holding Since
Dec 2020
15 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 Jun 30, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $5,797,952 across 11 Banks - Diversified names. UBS ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,594 | $1,831,084 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,334 | $987,691 | |
| 3 | C |
Citigroup Inc
|
6,519 | $912,399 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,092 | $668,722 | |
| 5 | RY |
Royal Bank Of Canada
|
2,499 | $517,218 | |
| 6 | UBS |
UBS Group AG
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|
5,225 | $258,951 | |
| 7 | TD |
Toronto Dominion Bank
|
1,512 | $183,602 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
1,000 | $144,610 |
All Filings in UBS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,951 | 5,225 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $222,699 | 5,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $219,972 | 4,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $174,250 | 4,250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $170,791 | 5,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $125,583 | 4,100 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $104,604 | 3,450 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $106,639 | 3,450 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $101,913 | 3,450 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $81,039 | 2,638 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $81,514 | 2,638 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $42,846 | 2,688 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $41,233 | 2,688 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $41,744 | 2,688 | Shares | Sole | 2025-08-14 | |
| 2020-12-31 | $37,981 | 2,688 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||