DIMENSIONAL FUND ADVISORS LP

Position in UBS — UBS Group AG

CIK 354204 AUSTIN, TX

Position in UBS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$242,544,060

+$157,569,075 QoQ

Shares Held

4,893,948

+12.5% QoQ

Ownership

0.160%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#44

of 758 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 93% Shared 6% None 1%

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $16,564,914,147 across 19 Banks - Diversified names. UBS ranks #13 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,418,112	$6,356,130,597
2	BAC	Bank Of America Corp /De/	31,531,185	$1,796,646,919
3	WFC	Wells Fargo & Company/Mn	18,695,330	$1,544,982,069
4	C	Citigroup Inc	7,976,653	$1,116,412,352
5	TD	Toronto Dominion Bank	7,764,118	$942,796,845
6	HSBC	Hsbc Holdings PLC	9,812,755	$933,094,871
7	BNY	Bank of New York Mellon Corp	5,469,148	$790,893,489
8	BMO	Bank Of Montreal /Can/	3,659,355	$646,608,026

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,544,060	4,893,948	+12.5%	Shares	Sole	2026-08-11
2022-03-31	$84,974,985	4,348,771	+11.7%	Shares	Defined	2022-05-13
2021-12-31	$69,601,237	3,894,865	+2.8%	Shares	Defined	2022-02-09
2021-09-30	$60,416,696	3,790,257	+2.4%	Shares	Defined	2021-11-12
2021-06-30	$56,754,916	3,699,799	-1.9%	Shares	Defined	2021-08-12
2021-03-31	$58,592,748	3,772,875	+4.2%	Shares	Defined	2021-05-14
2020-09-30	$40,368,184	3,620,465	-3.3%	Shares	Defined	2020-11-12
2020-06-30	$43,226,878	3,745,830	-1.6%	Shares	Defined	2020-08-13
2020-03-31	$35,241,041	3,805,728	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.