CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UBS — UBS Group AG
CIK 884546
SAN FRANCISCO, CA
Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,593,380
+$11,813,220 QoQ
Shares Held
657,655
+23.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 758 holders
Holding Since
Dec 2022
14 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $15,629,521,790 across 19 Banks - Diversified names. UBS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,187,267 | $6,280,568,105 | |
| 2 | BAC |
Bank Of America Corp /De/
|
43,967,038 | $2,505,241,825 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,931,340 | $1,729,765,937 | |
| 4 | C |
Citigroup Inc
|
12,189,179 | $1,705,997,492 | |
| 5 | RY |
Royal Bank Of Canada
|
3,938,658 | $815,184,046 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,520,823 | $653,756,214 | |
| 7 | TD |
Toronto Dominion Bank
|
5,099,275 | $619,204,963 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,080,308 | $367,590,423 |
All Filings in UBS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,593,380 | 657,655 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $20,780,160 | 531,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,405,055 | 483,806 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,663,128 | 430,808 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,208,286 | 331,410 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,862,764 | 259,326 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,801,498 | 220,042 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,522,591 | 186,953 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,666,982 | 151,920 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,533,600 | 114,356 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,092,020 | 84,869 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $886,954 | 43,757 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $461,904 | 21,645 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $293,212 | 15,705 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||