Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,846,726
+$647,593 QoQ
Shares Held
57,440
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#240
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $31,578,924 across 10 Banks - Diversified names. UBS ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,303 | $8,282,430 | |
| 2 | RY |
Royal Bank Of Canada
|
25,240 | $5,223,922 | |
| 3 | BAC |
Bank Of America Corp /De/
|
62,517 | $3,562,218 | |
| 4 | UBS |
UBS Group AG
This page
|
57,440 | $2,846,726 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,834 | $2,382,841 | |
| 6 | C |
Citigroup Inc
|
16,000 | $2,239,360 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
12,663 | $2,237,552 | |
| 8 | BNS |
Bank Of Nova Scotia
|
22,305 | $1,936,966 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,846,726 | 57,440 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $2,199,133 | 56,287 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,614,245 | 56,451 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $2,348,029 | 57,269 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $2,022,638 | 59,806 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,858,015 | 60,660 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,857,130 | 61,251 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,899,697 | 61,459 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,821,288 | 61,655 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $1,894,041 | 61,655 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,911,474 | 61,860 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $1,517,404 | 61,558 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,252,584 | 61,795 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,329,716 | 62,311 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,197,829 | 64,158 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $975,565 | 67,234 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,077,267 | 66,416 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,255,933 | 64,275 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,228,240 | 68,732 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,143,200 | 71,719 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,106,489 | 72,131 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,120,163 | 72,129 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,025,103 | 72,548 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $784,770 | 70,383 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $806,842 | 69,917 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $677,544 | 73,169 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||