Fiduciary Trust Co

Bank

Position in UBS — UBS Group AG

CIK 35442 Boston, MA

Position in UBS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$446,683

+$93,608 QoQ

Shares Held

9,013

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#420

of 758 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Fiduciary Trust Co holds $134,689,276 across 11 Banks - Diversified names. UBS ranks #9 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	308,296	$100,914,529
2	BAC	Bank Of America Corp /De/	189,618	$10,804,432
3	TD	Toronto Dominion Bank	85,740	$10,411,407
4	C	Citigroup Inc	30,325	$4,244,286
5	WFC	Wells Fargo & Company/Mn	50,065	$4,137,370
6	BNY	Bank of New York Mellon Corp	8,660	$1,252,322
7	ING	Ing Groep NV	38,431	$1,205,964
8	RY	Royal Bank Of Canada	3,477	$719,633

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,683	9,013	-0.3%	Shares	Sole	2026-08-13
2026-03-31	$353,075	9,037	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$422,068	9,114	+4.1%	Shares	Sole	2026-02-13
2025-09-30	$359,078	8,758	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$280,773	8,302	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$251,839	8,222	-10.1%	Shares	Sole	2025-05-15
2024-12-31	$277,306	9,146	+13.3%	Shares	Sole	2025-02-14
2024-09-30	$249,567	8,074	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$238,653	8,079	+0.0%	Shares	Sole	2024-08-14
2024-03-31	$248,064	8,075	+0.0%	Shares	Sole	2024-05-14
2023-12-31	$249,486	8,074	-38.2%	Shares	Sole	2024-02-12
2020-03-31	$120,944	13,061	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.