Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$818,929
+$184,823 QoQ
Shares Held
16,524
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#343
of 758 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $274,639,192 across 9 Banks - Diversified names. UBS ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
331,758 | $108,594,345 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,443,485 | $82,249,774 | |
| 3 | C |
Citigroup Inc
|
209,223 | $29,282,850 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
180,621 | $26,119,602 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
313,678 | $25,922,349 | |
| 6 | RY |
Royal Bank Of Canada
|
4,191 | $867,411 | |
| 7 | UBS |
UBS Group AG
This page
|
16,524 | $818,929 | |
| 8 | TD |
Toronto Dominion Bank
|
4,455 | $540,970 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,929 | 16,524 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $634,106 | 16,230 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $874,101 | 18,875 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $772,686 | 18,846 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $422,039 | 12,479 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $273,709 | 8,936 | Shares | Defined | 2025-05-09 | |
| 2020-06-30 | $14,136 | 1,225 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $11,343 | 1,225 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||