WELLINGTON MANAGEMENT GROUP LLP

Position in UBS — UBS Group AG

CIK 902219 Boston, MA

Back to UBS Full portfolio

Position in UBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,951,462,091

+$1,001,062,026 QoQ

Shares Held

59,553,311

+19.3% QoQ

Ownership

1.95%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

of 758 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 94% None 6%

Common Shares in UBS Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $12,313,739,342 across 13 Banks - Diversified names. UBS ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	39,422,141	$3,257,845,729
2	UBS	UBS Group AG This page	59,553,311	$2,951,462,091
3	BAC	Bank Of America Corp /De/	44,077,493	$2,511,535,550
4	JPM	Jpmorgan Chase & Co	4,123,891	$1,349,873,237
5	BNY	Bank of New York Mellon Corp	8,129,285	$1,175,575,899
6	RY	Royal Bank Of Canada	2,553,618	$528,522,314
7	BNS	Bank Of Nova Scotia	4,078,801	$354,203,076
8	C	Citigroup Inc	414,839	$58,060,864

All Filings in UBS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,951,462,091	59,553,311	+19.3%	Shares	Defined	2026-08-14
2026-03-31	$1,950,400,065	49,920,657	-13.4%	Shares	Defined	2026-05-15
2025-12-31	$2,669,900,700	57,652,790	-9.5%	Shares	Defined	2026-02-17
2025-09-30	$2,610,523,710	63,671,310	+254.9%	Shares	Defined	2025-11-14
2025-06-30	$606,739,219	17,940,249	+47.5%	Shares	Defined	2025-08-14
2025-03-31	$372,488,456	12,160,903	-5.9%	Shares	Defined	2025-05-13
2024-12-31	$391,779,421	12,921,485	-5.7%	Shares	Defined	2025-02-12
2024-09-30	$423,733,534	13,708,623	+20.2%	Shares	Defined	2024-11-14
2024-06-30	$336,802,966	11,401,590	+65.1%	Shares	Defined	2024-08-14
2024-03-31	$212,127,281	6,905,185	-19.8%	Shares	Defined	2024-05-15
2023-12-31	$265,985,096	8,607,932	-24.9%	Shares	Defined	2024-02-12
2023-09-30	$282,630,340	11,465,734	-36.7%	Shares	Defined	2023-11-14
2023-06-30	$366,888,133	18,100,056	-5.9%	Shares	Defined	2023-08-14
2023-03-31	$410,587,294	19,240,267	-59.7%	Shares	Defined	2023-05-12
2022-12-31	$890,653,746	47,705,075	-7.1%	Shares	Defined	2023-02-13
2022-09-30	$745,038,263	51,346,538	-2.6%	Shares	Defined	2022-11-14
2022-06-30	$854,741,329	52,696,753	-9.6%	Shares	Defined	2022-08-15
2022-03-31	$1,139,536,217	58,318,128	+36.5%	Shares	Defined	2022-05-16
2021-12-31	$763,650,072	42,733,636	-4.6%	Shares	Defined	2022-02-11
2021-09-30	$714,264,302	44,809,555	+0.2%	Shares	Defined	2021-11-15
2021-06-30	$686,310,922	44,739,956	+2.4%	Shares	Defined	2021-08-16
2021-03-31	$678,210,705	43,671,005	-1.6%	Shares	Defined	2021-05-17
2020-12-31	$627,220,693	44,389,292	-6.0%	Shares	Defined	2021-02-12
2020-09-30	$526,332,680	47,204,725	+0.2%	Shares	Defined	2020-11-16
2020-06-30	$543,470,838	47,094,527	-9.5%	Shares	Defined	2020-08-14
2020-03-31	$481,729,781	52,022,655	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.