Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,196,751,187
-$50,465,808 QoQ
Shares Held
24,147,522
-24.4% QoQ
Ownership
0.789%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#15
of 758 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 11%
Shared 0%
None 88%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $10,094,419,122 across 17 Banks - Diversified names. UBS ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,909,780 | $2,589,108,278 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,403,518 | $2,359,172,447 | |
| 3 | UBS |
UBS Group AG
This page
|
24,147,522 | $1,196,751,187 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,399,699 | $859,431,120 | |
| 5 | C |
Citigroup Inc
|
5,844,492 | $817,995,091 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,983,505 | $576,054,654 | |
| 7 | RY |
Royal Bank Of Canada
|
2,609,254 | $540,037,295 | |
| 8 | TD |
Toronto Dominion Bank
|
3,630,158 | $440,810,081 |
All Filings in UBS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,751,187 | 24,147,522 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,247,216,995 | 31,922,626 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $1,371,043,712 | 29,605,781 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,019,292,759 | 24,860,799 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $776,174,169 | 22,950,153 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $960,278,398 | 31,350,911 | Shares | Defined | 2025-05-09 | |
| 2023-12-31 | $826,544,776 | 26,749,022 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $448,309,457 | 22,116,895 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $356,023,088 | 16,683,369 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $314,663,072 | 16,853,941 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $259,800,950 | 17,904,959 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $317,890,617 | 19,598,682 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $382,606,540 | 19,580,683 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $297,725,944 | 18,677,914 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $427,115,389 | 27,843,246 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $356,056,508 | 22,927,013 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $265,122,512 | 18,763,094 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $242,455,060 | 21,744,849 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $237,483,339 | 20,579,146 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $237,860,549 | 25,686,885 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||