ROTHSCHILD INVESTMENT LLC

Position in UBS — UBS Group AG

CIK 85338 CHICAGO, IL

Position in UBS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$189,021

+$42,509 QoQ

Shares Held

3,814

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#569

of 757 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $73,619,644 across 17 Banks - Diversified names. UBS ranks #7 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	159,525	$52,217,318
2	BAC	Bank Of America Corp /De/	142,407	$8,114,350
3	WFC	Wells Fargo & Company/Mn	67,238	$5,556,548
4	BNY	Bank of New York Mellon Corp	23,287	$3,367,533
5	C	Citigroup Inc	20,103	$2,813,615
6	RY	Royal Bank Of Canada	1,250	$258,712
7	UBS	UBS Group AG This page	3,814	$189,021
8	BCS	Barclays PLC	6,626	$177,974

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,021	3,814	+1.7%	Shares	Sole	2026-08-06
2026-03-31	$146,512	3,750	-24.2%	Shares	Sole	2026-05-07
2025-12-31	$229,049	4,946	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$203,032	4,952	+45.5%	Shares	Sole	2025-11-07
2025-06-30	$115,123	3,404	-10.5%	Shares	Sole	2025-08-11
2025-03-31	$116,455	3,802	-0.3%	Shares	Sole	2025-04-08
2024-12-31	$115,610	3,813	+1.5%	Shares	Sole	2025-02-04
2024-09-30	$116,128	3,757	+6.6%	Shares	Sole	2024-10-18
2024-06-30	$104,069	3,523	+37.1%	Shares	Sole	2024-07-31
2024-03-31	$78,950	2,570	+8.9%	Shares	Sole	2024-07-31
2023-12-31	$72,893	2,359	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.