Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,704,114
+$748,430 QoQ
Shares Held
74,740
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#216
of 757 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GLENMEDE TRUST CO NA holds $486,274,881 across 17 Banks - Diversified names. UBS ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,132,354 | $370,653,434 | |
| 2 | BAC |
Bank Of America Corp /De/
|
705,668 | $40,208,961 | |
| 3 | C |
Citigroup Inc
|
193,787 | $27,122,427 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
135,993 | $19,665,947 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
138,572 | $11,451,588 | |
| 6 | UBS |
UBS Group AG
This page
|
74,740 | $3,704,114 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
24,167 | $2,298,040 | |
| 8 | SAN |
Banco Santander, S.A.
|
140,654 | $1,941,025 |
All Filings in UBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,704,114 | 74,740 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,955,684 | 75,651 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $3,512,659 | 75,851 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $2,008,500 | 65,573 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,080,861 | 68,630 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,055,638 | 66,504 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,907,515 | 64,574 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,914,961 | 62,336 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $616,764 | 19,960 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $402,386 | 16,324 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $354,400 | 17,484 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $373,108 | 17,484 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $274,019 | 14,677 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $206,535 | 14,234 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $236,682 | 14,592 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $234,421 | 11,997 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $229,522 | 12,844 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $197,831 | 12,411 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $190,323 | 12,407 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $166,823 | 10,742 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $148,223 | 10,490 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $106,460 | 9,548 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $140,741 | 12,196 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $289,587 | 31,273 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||