Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,554,430
+$1,775,157 QoQ
Shares Held
152,430
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#171
of 758 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NatWest Group plc holds $14,911,498 across 2 Banks - Diversified names. UBS ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
This page
|
152,430 | $7,554,430 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
22,476 | $7,357,068 |
All Filings in UBS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,554,430 | 152,430 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $5,779,273 | 147,921 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,424,678 | 138,732 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $1,361,979 | 33,219 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $3,138,056 | 92,787 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $6,156,904 | 201,009 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,000,357 | 197,901 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $3,267,124 | 105,698 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $2,710,885 | 91,770 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $2,401,565 | 78,176 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $2,315,862 | 74,947 | Shares | Defined | 2024-01-12 | |
| 2023-09-30 | $1,291,289 | 52,385 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $1,037,276 | 51,173 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $1,157,758 | 54,253 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $1,049,682 | 56,223 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $1,159,507 | 79,911 | Shares | Defined | 2022-10-31 | |
| 2022-06-30 | $3,474,177 | 214,191 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $4,309,800 | 220,563 | Shares | Defined | 2022-05-03 | |
| 2020-12-31 | $445,095 | 31,500 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $351,225 | 31,500 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $363,510 | 31,500 | Shares | Defined | 2020-07-16 | |
| 2020-03-31 | $291,690 | 31,500 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||