Position in UBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,950,400,065
-$719,500,635 QoQ
Shares Held
49,920,657
-13.4% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 93.5737784861285.ToString("F0")%
None 6.426221513871503.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $11,899,836,834 across 11 Banks - Diversified names. UBS ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
65,846,073 | $5,242,005,867 | |
| 2 | BAC |
Bank Of America Corp /De/
|
46,629,889 | $2,273,207,087 | |
| 3 | UBS |
UBS Group AG
This page
|
49,920,657 | $1,950,400,065 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
3,825,728 | $1,125,376,146 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,441,398 | $526,883,043 | |
| 6 | RY |
Royal Bank Of Canada
|
2,646,066 | $428,080,555 | |
| 7 | BNS |
Bank Of Nova Scotia
|
4,106,717 | $284,636,553 | |
| 8 | TD |
Toronto Dominion Bank
|
327,748 | $30,582,165 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,950,400,065 | 49,920,657 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,669,900,700 | 57,652,790 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,610,523,710 | 63,671,310 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $606,739,219 | 17,940,249 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $372,488,456 | 12,160,903 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $391,779,421 | 12,921,485 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $423,733,534 | 13,708,623 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $336,802,966 | 11,401,590 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $212,127,281 | 6,905,185 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $265,985,096 | 8,607,932 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $282,630,340 | 11,465,734 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $366,888,133 | 18,100,056 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $410,587,294 | 19,240,267 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $890,653,746 | 47,705,075 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $745,038,263 | 51,346,538 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $854,741,329 | 52,696,753 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,139,536,217 | 58,318,128 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $763,650,072 | 42,733,636 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $714,264,302 | 44,809,555 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $686,310,922 | 44,739,956 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $678,210,705 | 43,671,005 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $627,220,693 | 44,389,292 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $526,332,680 | 47,204,725 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $543,470,838 | 47,094,527 | 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. | ||||||