Position in UBS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$33,827,586
-$15,368,220 QoQ
Shares Held
865,820
-18.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 98.82296551246218.ToString("F0")%
Shared 0.ToString("F0")%
None 1.1770344875378254.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Thrivent Financial for Lutherans holds $1,361,087,839 across 14 Banks - Diversified names. UBS ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,800,110 | $529,520,355 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,830,394 | $304,937,665 | |
| 3 | BAC |
Bank Of America Corp /De/
|
5,884,467 | $286,867,765 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,192,549 | $141,472,086 | |
| 5 | UBS |
UBS Group AG
This page
|
865,820 | $33,827,586 | |
| 6 | C |
Citigroup Inc
|
170,219 | $19,304,535 | |
| 7 | RY |
Royal Bank Of Canada
|
95,748 | $15,490,109 | |
| 8 | TD |
Toronto Dominion Bank
|
112,581 | $10,504,932 |
All Filings in UBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,827,586 | 865,820 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $49,195,806 | 1,062,315 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $43,509,815 | 1,061,215 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,911,494 | 1,061,842 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $499,330 | 16,302 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $494,276 | 16,302 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $487,605 | 15,775 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $321,572 | 10,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $305,172 | 9,934 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $280,695 | 9,084 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||