Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,778,598
+$6,874,122 QoQ
Shares Held
580,682
+3.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#110
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,210,498,026 across 19 Banks - Diversified names. UBS ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,865,671 | $1,265,350,085 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,891,596 | $278,723,138 | |
| 3 | C |
Citigroup Inc
|
1,836,863 | $257,087,343 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,620,847 | $216,586,794 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
273,718 | $39,582,357 | |
| 6 | UBS |
UBS Group AG
This page
|
580,682 | $28,778,598 | |
| 7 | ING |
Ing Groep NV
|
554,143 | $17,389,006 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
790,629 | $15,725,608 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,778,598 | 580,682 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $21,904,476 | 560,647 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $25,646,244 | 553,795 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,504,121 | 548,881 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $18,524,194 | 547,729 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,464,695 | 537,535 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $17,873,699 | 589,502 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,210,378 | 589,142 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,732,576 | 566,438 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $18,303,620 | 595,821 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,300,061 | 592,235 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,758,336 | 233,604 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,746,400 | 234,159 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,904,393 | 136,101 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,732,929 | 92,819 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,253,836 | 86,412 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,317,322 | 81,216 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,932,581 | 150,081 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,208,044 | 235,481 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,756,183 | 172,910 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,620,684 | 170,840 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,932,993 | 188,860 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,983,982 | 423,495 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,265,743 | 292,892 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,338,705 | 289,316 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,993,719 | 323,296 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||