Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$739,930
+$156,615 QoQ
Shares Held
14,930
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#352
of 758 holders
Holding Since
Sep 2023
12 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, 2026KLINGENSTEIN FIELDS & CO LP holds $67,243,441 across 6 Banks - Diversified names. UBS ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
191,888 | $62,810,698 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,554 | $2,538,686 | |
| 3 | UBS |
UBS Group AG
This page
|
14,930 | $739,930 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,501 | $506,279 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,901 | $405,018 | |
| 6 | C |
Citigroup Inc
|
1,735 | $242,830 |
All Filings in UBS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,930 | 14,930 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $583,315 | 14,930 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $691,408 | 14,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $612,130 | 14,930 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $504,932 | 14,930 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $457,305 | 14,930 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $452,677 | 14,930 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $461,486 | 14,930 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $441,032 | 14,930 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $458,649 | 14,930 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $461,337 | 14,930 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $368,024 | 14,930 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||