Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,869,177
+$1,441,364 QoQ
Shares Held
57,893
+58.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#240
of 761 holders
Holding Since
Sep 2025
4 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, 2026FACTORY MUTUAL INSURANCE CO holds $267,495,729 across 8 Banks - Diversified names. UBS ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
516,575 | $169,090,494 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
471,634 | $38,975,833 | |
| 3 | BAC |
Bank Of America Corp /De/
|
532,930 | $30,366,351 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
77,552 | $7,374,419 | |
| 5 | SAN |
Banco Santander, S.A.
|
515,311 | $7,111,291 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
315,464 | $6,274,578 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
230,432 | $5,433,586 | |
| 8 | UBS |
UBS Group AG
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|
57,893 | $2,869,177 |
All Filings in UBS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,869,177 | 57,893 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,427,813 | 36,545 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,007,898 | 86,545 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,167,496 | 77,256 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||