Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$112,490,932
+$17,457,815 QoQ
Shares Held
2,269,793
-6.7% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 758 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 77%
None 23%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $14,988,790,182 across 19 Banks - Diversified names. UBS ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,502,439 | $4,092,423,346 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,326,004 | $3,323,415,699 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
34,318,308 | $2,836,064,964 | |
| 4 | C |
Citigroup Inc
|
15,338,400 | $2,146,762,453 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,114,923 | $1,028,889,005 | |
| 6 | TD |
Toronto Dominion Bank
|
3,777,066 | $458,649,114 | |
| 7 | RY |
Royal Bank Of Canada
|
1,600,890 | $331,336,194 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,203,872 | $212,724,175 |
All Filings in UBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,490,932 | 2,269,793 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $95,033,117 | 2,432,381 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $101,665,719 | 2,195,330 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $72,984,346 | 1,780,106 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $55,260,216 | 1,633,951 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $60,914,089 | 1,988,707 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $72,917,561 | 2,404,933 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $61,951,017 | 2,004,239 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $60,633,852 | 2,052,602 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $55,294,976 | 1,799,967 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $61,007,282 | 1,974,346 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $45,235,183 | 1,835,099 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $34,345,925 | 1,694,422 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $65,531,760 | 3,070,842 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $68,540,268 | 3,671,145 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $67,081,754 | 4,623,140 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $94,775,883 | 5,843,150 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $117,755,082 | 6,026,361 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $124,748,530 | 6,980,892 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $86,980,826 | 5,456,765 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $85,130,551 | 5,549,580 | Shares | Defined | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||