Position in UMBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,764,317
-$3,263,638 QoQ
Shares Held
208,492
-28.8% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. UMBF ranks #42 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp De
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,764,317 | 208,492 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $33,027,955 | 292,827 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $40,584,385 | 352,785 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $44,838,197 | 378,861 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $35,429,980 | 336,915 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $44,679,627 | 441,935 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $31,150,712 | 276,012 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,832,795 | 255,283 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,272,816 | 219,046 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,589,156 | 52,755 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,819,924 | 69,658 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,779,527 | 60,911 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,244,308 | 20,432 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,997,861 | 34,613 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,379,733 | 28,493 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $662,855 | 7,864 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,388,017 | 16,121 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,641,390 | 27,186 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,138,317 | 180,363 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,299,647 | 34,119 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,382,521 | 25,602 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,152,792 | 34,147 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,032,110 | 43,950 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,381,738 | 48,597 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,076,260 | 20,878 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,176,381 | 25,364 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||