Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$129,648
New position
Shares Held
2,616
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#579
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 33%
Shared 0%
None 67%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TIAA Wealth Investment Management LLC holds $114,348,183 across 9 Banks - Diversified names. UBS ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
248,345 | $81,290,768 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
303,773 | $25,103,800 | |
| 3 | BAC |
Bank Of America Corp /De/
|
94,362 | $5,376,746 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
13,723 | $1,984,482 | |
| 5 | C |
Citigroup Inc
|
2,766 | $387,129 | |
| 6 | UBS |
UBS Group AG
This page
|
2,616 | $129,648 | |
| 7 | RY |
Royal Bank Of Canada
|
212 | $43,877 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
143 | $25,268 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,648 | 2,616 | Shares | Defined | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||