Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$101,301,923
+$5,149,526 QoQ
Shares Held
2,044,026
-16.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#68
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $39,095,373,575 across 18 Banks - Diversified names. UBS ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
60,568,915 | $12,535,948,333 | |
| 2 | TD |
Toronto Dominion Bank
|
62,731,681 | $7,617,508,021 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
28,128,121 | $4,970,238,978 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
42,547,730 | $4,892,988,950 | |
| 5 | BNS |
Bank Of Nova Scotia
|
51,924,070 | $4,509,086,235 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
5,811,029 | $1,902,124,118 | |
| 7 | BAC |
Bank Of America Corp /De/
|
19,984,898 | $1,138,739,484 | |
| 8 | C |
Citigroup Inc
|
5,618,362 | $786,345,942 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,301,923 | 2,044,026 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $96,152,397 | 2,461,029 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $101,570,885 | 2,193,282 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $382,336,316 | 9,325,276 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $90,448,678 | 2,674,414 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $58,378,969 | 1,905,941 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $160,579,174 | 5,296,147 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $56,124,088 | 1,815,726 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $63,506,536 | 2,149,849 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $302,089,294 | 9,833,636 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $101,479,708 | 3,284,133 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $43,725,991 | 1,773,874 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $41,301,760 | 2,037,581 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $54,477,070 | 2,552,815 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $77,139,863 | 4,131,755 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $33,163,343 | 2,285,551 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $36,979,554 | 2,279,874 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $45,848,263 | 2,346,380 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $42,649,343 | 2,386,645 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $135,308,248 | 8,488,598 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $125,238,135 | 8,164,155 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $117,043,502 | 7,536,607 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $114,715,489 | 8,118,577 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $77,593,304 | 6,959,041 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $80,390,648 | 6,966,261 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $62,566,002 | 6,756,588 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||