Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,536,002
+$9,653,097 QoQ
Shares Held
898,628
+0.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#96
of 758 holders
Holding Since
Dec 2025
3 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, 2026EFG International AG holds $282,727,739 across 11 Banks - Diversified names. UBS ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
377,555 | $123,585,075 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,830,050 | $104,276,246 | |
| 3 | UBS |
UBS Group AG
This page
|
898,628 | $44,536,002 | |
| 4 | C |
Citigroup Inc
|
65,202 | $9,125,668 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,871 | $567,819 | |
| 6 | RY |
Royal Bank Of Canada
|
2,136 | $442,087 | |
| 7 | TD |
Toronto Dominion Bank
|
1,005 | $122,037 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
199 | $28,776 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,536,002 | 898,628 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $34,882,905 | 892,831 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,381,474 | 526,484 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||