Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,749,858
+$1,834,726 QoQ
Shares Held
75,663
+54.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 758 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $1,959,123,071 across 18 Banks - Diversified names. UBS ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,121,918 | $1,021,897,417 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,436,079 | $352,281,382 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,071,716 | $253,846,609 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,792,713 | $159,128,786 | |
| 5 | C |
Citigroup Inc
|
803,519 | $112,460,518 | |
| 6 | RY |
Royal Bank Of Canada
|
86,666 | $17,937,260 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
87,439 | $8,314,574 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
415,183 | $8,257,988 |
All Filings in UBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,749,858 | 75,663 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,915,132 | 49,018 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,822,946 | 39,364 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,706,666 | 41,626 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,413,066 | 41,782 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,574,503 | 51,404 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,780,905 | 58,737 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,927,856 | 62,370 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,863,028 | 63,068 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $2,040,083 | 66,409 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,053,845 | 98,830 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,137,892 | 46,162 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $945,878 | 46,664 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,083,260 | 50,762 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $756,601 | 40,525 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $552,409 | 38,071 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $688,635 | 42,456 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,169,310 | 59,842 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,154,258 | 64,592 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $872,554 | 54,740 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $832,562 | 54,274 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $726,601 | 46,787 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||