COZAD ASSET MANAGEMENT INC

Position in UBS — UBS Group AG

CIK 709428 CHAMPAIGN, IL

Position in UBS

as of Mar 31, 2026 · filed May 28, 2026 Compact

Position Value

$210,509

-$73,371 QoQ

Shares Held

5,388

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COZAD ASSET MANAGEMENT INC holds $5,223,834 across 5 Banks - Diversified names.

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,878	$3,560,695
2	BAC	Bank Of America Corp /De/	11,134	$634,415
3	BMO	Bank Of Montreal /Can/	2,488	$439,629
4	MUFG	Mitsubishi Ufj Financial Group Inc	16,227	$322,755
5	CM	Canadian Imperial Bank Of Commerce /Can/	2,316	$266,340

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$210,509	5,388	-12.1%	Shares	Sole	2026-05-28
2025-12-31	$283,880	6,130	0.0%	Shares	Sole	2026-02-13
2025-09-30	$251,330	6,130	-26.0%	Shares	Sole	2025-11-10
2024-06-30	$244,768	8,286	0.0%	Shares	Sole	2024-08-02
2024-03-31	$254,545	8,286	-5.0%	Shares	Sole	2024-05-08
2023-12-31	$269,386	8,718	0.0%	Shares	Sole	2024-02-05
2023-09-30	$214,898	8,718	-10.4%	Shares	Sole	2023-11-02
2023-03-31	$207,680	9,732	-6.1%	Shares	Sole	2023-05-01
2022-12-31	$193,477	10,363	0.0%	Shares	Sole	2023-02-08
2022-09-30	$150,367	10,363	-25.4%	Shares	Sole	2022-11-07
2022-06-30	$225,458	13,900	+26.5%	Shares	Sole	2022-08-09
2022-03-31	$214,744	10,990	0.0%	Shares	Sole	2022-04-29
2021-12-31	$196,391	10,990	0.0%	Shares	Sole	2022-02-01
2021-09-30	$175,180	10,990	0.0%	Shares	Sole	2021-11-05
2021-06-30	$168,586	10,990	0.0%	Shares	Sole	2021-07-29
2021-03-31	$170,674	10,990	-36.8%	Shares	Sole	2021-04-29
2020-06-30	$200,611	17,384	+37.1%	Shares	Sole	2020-08-07
2020-03-31	$117,416	12,680	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.