Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,180,101
+$3,559,319 QoQ
Shares Held
326,475
+1.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#131
of 758 holders
Holding Since
Jun 2023
13 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, 2026PRUDENTIAL PLC holds $262,525,957 across 9 Banks - Diversified names. UBS ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
315,680 | $103,331,534 | |
| 2 | BAC |
Bank Of America Corp /De/
|
828,961 | $47,234,197 | |
| 3 | C |
Citigroup Inc
|
232,310 | $32,514,107 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
325,790 | $26,923,285 | |
| 5 | UBS |
UBS Group AG
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|
326,475 | $16,180,101 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
110,130 | $15,925,899 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
121,810 | $14,008,150 | |
| 8 | RY |
Royal Bank Of Canada
|
20,071 | $4,154,094 |
All Filings in UBS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,180,101 | 326,475 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,620,782 | 323,030 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $15,626,429 | 337,431 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $13,594,124 | 331,564 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,197,419 | 360,657 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,178,218 | 299,648 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,633,983 | 284,762 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,074,959 | 293,593 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,914,994 | 301,794 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $9,260,328 | 301,443 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,093,698 | 261,932 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,462,835 | 262,184 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,371,813 | 265,013 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||