Position in UBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,217,449,770
+$635,929,292 QoQ
Shares Held
64,920,294
-1.7% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#4
of 761 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fisher Asset Management, LLC holds $26,498,617,360 across 15 Banks - Diversified names. UBS ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,427,412 | $5,704,514,769 | |
| 2 | C |
Citigroup Inc
|
36,456,162 | $5,102,404,433 | |
| 3 | BAC |
Bank Of America Corp /De/
|
59,215,368 | $3,374,091,668 | |
| 4 | UBS |
UBS Group AG
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|
64,920,294 | $3,217,449,770 | |
| 5 | BCS |
Barclays PLC
|
93,904,423 | $2,522,272,801 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
97,910,346 | $1,947,436,781 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
18,572,508 | $1,766,059,785 | |
| 8 | RY |
Royal Bank Of Canada
|
7,062,353 | $1,461,695,200 |
All Filings in UBS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,217,449,770 | 64,920,294 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,581,520,478 | 66,074,238 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,968,807,395 | 64,107,264 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,507,905,917 | 61,168,437 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,975,902,689 | 58,424,089 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,530,760,898 | 49,975,870 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $122,399,444 | 4,036,921 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $23,884,373 | 772,707 | Shares | Defined | 2024-11-12 | |
| 2023-09-30 | $371,302 | 15,063 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $303,806 | 14,988 | Shares | Sole | 2023-12-12 | |
| 2023-03-31 | $309,899 | 14,522 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $365,857 | 19,596 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $352,346 | 24,283 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $403,991 | 24,907 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $492,408 | 25,200 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $444,266 | 24,861 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $420,337 | 26,370 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $489,852 | 31,933 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $492,673 | 31,724 | Shares | Defined | 2021-04-27 | |
| 2020-12-31 | $652,678 | 46,191 | Shares | Defined | 2021-01-29 | |
| 2020-09-30 | $699,417 | 62,728 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,454,719 | 212,714 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $12,845,944 | 1,387,251 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||