Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$381,343,132
+$78,034,014 QoQ
Shares Held
7,694,575
-0.9% QoQ
Ownership
0.251%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#28
of 758 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $45,758,878,813 across 19 Banks - Diversified names. UBS ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
67,092,426 | $21,961,363,792 | |
| 2 | BAC |
Bank Of America Corp /De/
|
114,601,311 | $6,529,982,689 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
53,356,165 | $4,409,353,463 | |
| 4 | C |
Citigroup Inc
|
28,109,284 | $3,934,175,377 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,090,371 | $1,459,168,540 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,347,118 | $1,219,190,224 | |
| 7 | RY |
Royal Bank Of Canada
|
3,985,000 | $824,775,443 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,077,493 | $768,088,803 |
All Filings in UBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,343,132 | 7,694,575 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $303,309,118 | 7,763,223 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $260,487,148 | 7,702,163 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $249,203,378 | 8,135,925 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $353,645,442 | 11,511,896 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $377,374,373 | 12,212,763 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $275,313,456 | 11,168,903 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $218,503,685 | 10,779,659 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $206,053,467 | 9,655,739 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $180,769,042 | 9,682,327 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $132,939,515 | 9,161,924 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $57,034,212 | 3,191,618 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $48,383,159 | 3,035,330 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $44,791,609 | 2,884,199 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $40,278,256 | 2,850,549 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $33,859,972 | 3,036,769 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $37,247,080 | 3,227,650 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $34,689,106 | 3,746,124 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||