Position in UBSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,987,666
+$860,166 QoQ
Shares Held
410,132
-2.3% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $3,816,746,433 across 200 Banks - Regional names. UBSI ranks #36 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,510,071 | $938,500,671 | |
| 2 | USB |
US Bancorp De
|
7,613,208 | $395,962,945 | |
| 3 | NU |
Nu Holdings Ltd.
|
20,367,814 | $292,685,484 | |
| 4 | BPOP |
Popular, Inc.
|
1,124,281 | $150,844,779 | |
| 5 | TFC |
Truist Financial Corp
|
2,335,339 | $107,355,532 | |
| 6 | RF |
Regions Financial Corp
|
4,082,062 | $106,623,457 | |
| 7 | HDB |
Hdfc Bank Ltd
|
3,923,093 | $97,606,550 | |
| 8 | MTB |
M&T Bank Corp
|
411,470 | $85,059,076 |
All Filings in UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,987,666 | 410,132 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,127,500 | 419,987 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,300,305 | 518,686 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,544,846 | 591,404 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,101,768 | 579,803 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,323,033 | 381,439 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,113,439 | 353,462 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,846,568 | 365,184 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,683,295 | 354,381 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,243,770 | 352,697 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,665,078 | 350,311 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,606,015 | 357,466 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $25,800,401 | 732,966 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $25,882,380 | 639,229 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,089,181 | 394,103 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,021,826 | 399,824 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,074,567 | 403,514 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,782,430 | 407,454 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,384,666 | 202,987 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,526,947 | 233,615 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,285,395 | 240,679 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,857,097 | 242,503 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,629,884 | 262,221 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,447,334 | 305,399 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,942,244 | 257,463 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||