Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$171,899,454
+$34,534,101 QoQ
Shares Held
3,468,512
-1.3% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#53
of 758 holders
Holding Since
Mar 2021
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, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $1,487,653,827 across 11 Banks - Diversified names. UBS ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,189,863 | $716,807,855 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,184,637 | $181,460,616 | |
| 3 | UBS |
UBS Group AG
This page
|
3,468,512 | $171,899,454 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,502,670 | $124,180,648 | |
| 5 | C |
Citigroup Inc
|
857,832 | $120,062,166 | |
| 6 | TD |
Toronto Dominion Bank
|
516,187 | $62,680,587 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
334,994 | $48,443,482 | |
| 8 | RY |
Royal Bank Of Canada
|
170,799 | $35,350,269 |
All Filings in UBS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,899,454 | 3,468,512 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $137,365,353 | 3,515,878 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $163,668,199 | 3,534,187 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $146,989,633 | 3,585,113 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $148,665,448 | 4,395,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $210,366,931 | 6,868,003 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $205,446,955 | 6,775,955 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $220,980,195 | 7,149,149 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $209,889,616 | 7,105,268 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $234,792,837 | 7,642,996 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $211,361,531 | 6,840,179 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $168,798,984 | 6,847,829 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $115,691,369 | 5,707,517 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $102,190,751 | 4,788,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $76,448,814 | 4,094,741 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $60,437,501 | 4,165,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $70,639,786 | 4,355,104 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $29,851,492 | 1,527,712 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $26,155,550 | 1,463,657 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $25,169,626 | 1,579,023 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $24,705,468 | 1,610,526 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $25,616,719 | 1,649,499 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||