Position in UBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,342,828
+$462,347 QoQ
Shares Held
27,095
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#292
of 758 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Intesa Sanpaolo Wealth Management holds $26,308,219 across 8 Banks - Diversified names. UBS ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
55,719 | $18,238,500 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
26,117 | $3,776,779 | |
| 3 | C |
Citigroup Inc
|
12,091 | $1,692,256 | |
| 4 | UBS |
UBS Group AG
This page
|
27,095 | $1,342,828 | |
| 5 | BAC |
Bank Of America Corp /De/
|
16,725 | $952,990 | |
| 6 | RY |
Royal Bank Of Canada
|
728 | $150,674 | |
| 7 | TD |
Toronto Dominion Bank
|
675 | $81,965 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
874 | $72,227 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,342,828 | 27,095 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $880,481 | 22,536 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $897,673 | 19,384 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||