Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,089,331
+$4,382,292 QoQ
Shares Held
163,223
+72.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#162
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, 2026MML INVESTORS SERVICES, LLC holds $577,176,682 across 17 Banks - Diversified names. UBS ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,862 | $311,245,658 | |
| 2 | BAC |
Bank Of America Corp /De/
|
895,638 | $51,033,453 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
591,357 | $48,869,742 | |
| 4 | C |
Citigroup Inc
|
336,131 | $47,044,894 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
301,979 | $43,669,183 | |
| 6 | SAN |
Banco Santander, S.A.
|
927,575 | $12,800,535 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
122,531 | $11,651,472 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
444,108 | $8,833,308 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,089,331 | 163,223 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,707,039 | 94,882 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,211,171 | 112,528 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,315,906 | 105,266 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,313,007 | 97,960 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,145,792 | 102,703 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,607,974 | 86,015 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,689,417 | 87,008 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $2,580,112 | 87,343 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,188,613 | 103,796 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,078,505 | 99,628 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,375,100 | 55,785 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $990,371 | 48,859 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $668,859 | 31,343 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $787,164 | 42,162 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $548,637 | 37,811 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $538,682 | 33,211 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,017,408 | 52,068 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,272,719 | 71,221 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,155,777 | 72,508 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,031,599 | 67,249 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,002,523 | 64,554 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $796,451 | 56,366 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $358,862 | 32,185 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $378,996 | 32,842 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $238,454 | 25,751 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||