Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,844,344
+$15,913,436 QoQ
Shares Held
884,672
+23.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#97
of 758 holders
Holding Since
Mar 2020
25 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, 2026MACKENZIE FINANCIAL CORP holds $11,497,784,762 across 11 Banks - Diversified names. UBS ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
18,640,712 | $3,858,068,162 | |
| 2 | TD |
Toronto Dominion Bank
|
22,892,530 | $2,779,839,917 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
8,547,687 | $1,510,376,292 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
10,936,865 | $1,257,739,475 | |
| 5 | BNS |
Bank Of Nova Scotia
|
8,653,592 | $751,477,929 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
2,177,285 | $712,690,699 | |
| 7 | BAC |
Bank Of America Corp /De/
|
4,134,939 | $235,608,824 | |
| 8 | C |
Citigroup Inc
|
1,405,409 | $196,701,043 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,844,344 | 884,672 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $27,930,908 | 714,894 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,915,106 | 926,692 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $32,377,003 | 789,683 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,973,117 | 767,981 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,930,605 | 1,140,405 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $53,910,385 | 1,778,047 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $54,501,439 | 1,763,230 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $54,617,037 | 1,848,918 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $70,108,968 | 2,282,193 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $79,517,936 | 2,573,396 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $59,594,604 | 2,417,631 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $52,640,298 | 2,596,956 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $71,432,939 | 3,347,373 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $48,318,546 | 3,330,017 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $55,929,430 | 3,448,177 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $67,225,064 | 3,440,382 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $74,365,790 | 4,161,488 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $72,440,413 | 4,544,568 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $92,887,642 | 6,055,257 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $97,106,884 | 6,252,858 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $91,491,665 | 6,474,994 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $42,291,403 | 3,792,951 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,523,787 | 911,940 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $496,484 | 53,616 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||