Position in UBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,366,724
+$859,575 QoQ
Shares Held
128,465
-8.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#186
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Banco Santander, S.A. holds $452,434,722 across 6 Banks - Diversified names. UBS ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
658,183 | $215,443,039 | |
| 2 | C |
Citigroup Inc
|
918,469 | $128,548,920 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,697,639 | $96,731,469 | |
| 4 | UBS |
UBS Group AG
This page
|
128,465 | $6,366,724 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
19,095 | $2,761,327 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
31,259 | $2,583,243 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,366,724 | 128,465 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,507,149 | 140,956 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $233,818 | 5,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,185,064 | 28,904 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,065,792 | 61,082 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,709,107 | 121,094 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,622,678 | 86,500 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,948,657 | 63,043 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,105,640 | 71,281 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,694,330 | 55,154 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,129,442 | 68,914 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,511,044 | 101,868 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $2,611,808 | 128,851 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,173,186 | 54,976 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,291,888 | 69,196 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,949,766 | 134,374 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $2,208,546 | 136,162 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $2,063,228 | 105,590 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $2,245,918 | 125,681 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $835,160 | 52,394 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $640,368 | 41,745 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $1,404,951 | 90,467 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,818,868 | 128,724 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,241,215 | 201,006 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $6,777,960 | 587,345 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $6,359,970 | 686,822 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||