Position in UBS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$7,934,506
+$4,124,869 QoQ
Shares Held
160,099
+64.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#163
of 758 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $756,380,884 across 19 Banks - Diversified names. UBS ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,438 | $311,106,870 | |
| 2 | C |
Citigroup Inc
|
664,798 | $93,045,128 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,037,503 | $85,739,247 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,492,730 | $85,055,755 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
548,683 | $79,345,048 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
200,940 | $19,107,384 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,255,568 | $17,326,838 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
553,887 | $13,880,408 |
All Filings in UBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,934,506 | 160,099 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,809,637 | 97,508 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,603,214 | 99,400 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,612,182 | 88,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,324,776 | 98,308 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,261,604 | 106,484 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,573,438 | 150,839 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,657,118 | 280,075 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,019,489 | 271,479 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,718,305 | 283,799 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,596,163 | 278,193 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $4,722,991 | 233,004 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,728,069 | 221,559 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,375,277 | 234,348 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,496,997 | 241,006 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,976,787 | 245,178 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,860,417 | 299,919 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,921,492 | 331,365 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,046,476 | 316,592 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,442,785 | 354,810 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,419,530 | 242,005 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||