Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,615,943
+$67,167,684 QoQ
Shares Held
4,128,651
+17.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#49
of 757 holders
Holding Since
Dec 2020
21 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, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. UBS ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
This page
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in UBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,615,943 | 4,128,651 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $137,448,259 | 3,518,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,916,631 | 41,387 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,470,465 | 35,865 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,155,527 | 34,167 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $941,044 | 30,723 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $667,736 | 22,023 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $280,785 | 9,084 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $82,770 | 2,802 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,077 | 914 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,404 | 628 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,237 | 821 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $30,301 | 1,623 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,055 | 1,520 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $28,336 | 1,747 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $46,876 | 2,399 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $56,111 | 3,140 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $47,676 | 2,991 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $45,912 | 2,993 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $44,400 | 2,859 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $28,853 | 2,042 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||