Position in UBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,560,728,320
-$617,176,872 QoQ
Shares Held
65,542,061
-4.5% QoQ
Ownership
2.00%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58.20314988263796.ToString("F0")%
Shared 31.968518658575597.ToString("F0")%
None 9.828331458786442.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,005,528,112 across 15 Banks - Diversified names. UBS ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,662,099 | $4,313,003,038 | |
| 2 | UBS |
UBS Group AG
This page
|
65,542,061 | $2,560,728,320 | |
| 3 | C |
Citigroup Inc
|
13,354,702 | $1,514,556,749 | |
| 4 | TD |
Toronto Dominion Bank
|
14,219,093 | $1,326,783,563 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,105,182 | $1,202,523,536 | |
| 6 | BAC |
Bank Of America Corp /De/
|
9,833,307 | $479,373,714 | |
| 7 | RY |
Royal Bank Of Canada
|
2,157,232 | $348,996,990 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,351,314 | $182,886,835 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,560,728,320 | 65,542,061 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,177,905,192 | 68,622,440 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,171,497,190 | 77,353,590 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,162,303,509 | 63,935,645 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,279,516,083 | 74,421,028 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,462,333,737 | 81,211,535 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,820,555,917 | 91,250,596 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,898,562,572 | 98,123,310 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,089,232,564 | 100,560,956 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,140,971,770 | 101,649,572 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,683,800,199 | 108,876,276 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,278,797,280 | 112,422,165 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,386,245,347 | 111,820,307 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,465,552,897 | 132,059,609 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,897,930,630 | 130,801,560 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,219,169,806 | 136,816,881 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,804,643,687 | 143,533,454 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,448,593,500 | 137,022,580 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,092,241,278 | 131,257,295 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,064,929,238 | 134,610,772 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,042,095,837 | 131,493,615 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,859,630,306 | 131,608,656 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $1,555,855,028 | 139,538,568 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,583,845,793 | 137,248,336 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $1,283,041,307 | 138,557,377 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||