Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$981,565,583
+$382,036,983 QoQ
Shares Held
19,805,601
+29.1% QoQ
Ownership
0.647%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#18
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 15%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Derivatives in UBS
reported options exposure · as of Jun 30, 2026CallValue
$91,190,400
CallShares
1,840,000
PutValue
$208,984,608
PutShares
4,216,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $22,898,129,864 across 20 Banks - Diversified names. UBS ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,300,855 | $8,281,728,863 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,929,747 | $3,243,856,981 | |
| 3 | C |
Citigroup Inc
|
11,655,316 | $1,631,278,025 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,540,021 | $1,614,787,333 | |
| 5 | RY |
Royal Bank Of Canada
|
5,266,010 | $1,089,906,088 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,951,095 | $1,005,197,845 | |
| 7 | UBS |
UBS Group AG
This page
|
19,805,601 | $981,565,583 | |
| 8 | TD |
Toronto Dominion Bank
|
7,663,475 | $930,575,768 |
All Filings in UBS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,565,583 | 19,805,601 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $208,984,608 | 4,216,800 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $91,190,400 | 1,840,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $35,163,000 | 900,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $599,528,600 | 15,344,986 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $239,139,656 | 6,120,800 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $836,512,902 | 18,063,332 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $52,098,750 | 1,125,000 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $140,319,300 | 3,030,000 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $183,680,000 | 4,480,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $857,198,070 | 20,907,270 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $328,848,700 | 8,020,700 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $290,706,574 | 8,595,700 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $286,648,174 | 8,475,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $624,010,077 | 18,450,919 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $329,440,965 | 10,755,500 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $341,270,271 | 11,141,700 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $482,643,003 | 15,757,199 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $680,188,872 | 22,433,670 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $237,254,000 | 7,825,000 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $162,785,048 | 5,368,900 | Call | Defined | 2025-02-11 | |
| 2024-09-30 | $152,256,478 | 4,925,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $639,507,248 | 20,689,332 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $292,541,513 | 9,464,300 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $523,569,941 | 17,724,101 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $138,938,258 | 4,703,394 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $553,765,702 | 18,746,300 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $685,959,168 | 22,329,400 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $211,718,983 | 6,891,894 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $743,872,815 | 24,214,610 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $212,304,630 | 6,870,700 | Call | Defined | 2024-05-14 | |
| 2023-12-31 | $287,360,544 | 9,299,694 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $1,164,438,656 | 37,684,099 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $305,216,349 | 12,382,002 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $553,584,622 | 22,457,794 | Call | Defined | 2024-05-15 | |
| 2023-09-30 | $1,197,091,357 | 48,563,544 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $177,856,946 | 8,774,393 | Call | Defined | 2024-05-14 | |
| 2023-06-30 | $749,218,400 | 36,961,934 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $211,876,573 | 10,452,717 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $126,119,400 | 5,910,000 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $804,369,963 | 37,693,063 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $152,139,262 | 7,129,300 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $15,869,500 | 850,000 | Call | Defined | 2024-05-14 | |
| 2022-12-31 | $841,382,552 | 45,066,018 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $53,209,500 | 2,850,000 | Put | Defined | 2024-05-14 | |
| 2022-09-30 | $25,029,750 | 1,725,000 | Call | Defined | 2024-05-14 | |
| 2022-09-30 | $66,746,000 | 4,600,000 | Put | Defined | 2024-05-14 | |
| 2022-09-30 | $487,170,882 | 33,574,837 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $30,412,500 | 1,875,000 | Call | Defined | 2024-05-14 | |
| 2022-06-30 | $68,881,474 | 4,246,700 | Put | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||