Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,165,801
+$14,629,144 QoQ
Shares Held
810,448
+24.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $12,891,490,361 across 20 Banks - Diversified names. UBS ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,350,060 | $7,643,175,138 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,496,559 | $1,908,633,928 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
8,969,455 | $1,297,072,885 | |
| 4 | C |
Citigroup Inc
|
9,112,492 | $1,275,384,378 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,908,065 | $240,322,489 | |
| 6 | BCS |
Barclays PLC
|
3,143,962 | $84,446,817 | |
| 7 | ING |
Ing Groep NV
|
2,252,207 | $70,674,255 | |
| 8 | SAN |
Banco Santander, S.A.
|
4,032,815 | $55,652,845 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,165,801 | 810,448 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,536,657 | 653,613 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $31,340,430 | 676,753 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,954,712 | 657,432 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $27,833,249 | 822,982 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,654,988 | 739,634 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $24,758,158 | 816,562 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $25,898,869 | 837,880 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $24,857,406 | 841,483 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,616,116 | 833,858 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $25,647,523 | 830,017 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $21,096,897 | 855,858 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,057,710 | 890,859 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $19,152,136 | 897,476 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,122,679 | 1,184,932 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,285,269 | 1,260,184 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,577,236 | 1,330,286 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $46,409,472 | 2,375,101 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $61,350,406 | 3,433,151 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $70,128,778 | 4,399,547 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $63,192,960 | 4,119,489 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $49,222,737 | 3,169,526 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $27,045,058 | 1,914,017 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $18,069,911 | 1,620,620 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $18,110,943 | 1,569,406 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,613,996 | 1,686,177 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||