Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,031,562
New position
Shares Held
40,992
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#261
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Evelyn Partners Group Ltd holds $184,106,402 across 11 Banks - Diversified names. UBS ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
357,839 | $117,131,437 | |
| 2 | BAC |
Bank Of America Corp /De/
|
849,456 | $48,402,000 | |
| 3 | RY |
Royal Bank Of Canada
|
36,568 | $7,568,477 | |
| 4 | TD |
Toronto Dominion Bank
|
33,989 | $4,127,284 | |
| 5 | C |
Citigroup Inc
|
24,653 | $3,450,432 | |
| 6 | UBS |
UBS Group AG
This page
|
40,992 | $2,031,562 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,564 | $453,058 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,610 | $313,492 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,031,562 | 40,992 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||