UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in UMBF — Umb Financial Corp
CIK 861177
NEW YORK, NY
Position in UMBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,633,837
+$4,549,780 QoQ
Shares Held
179,559
-3.9% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,565 across 255 Banks - Regional names. UMBF ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp De
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,633,837 | 179,559 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,084,057 | 186,932 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $21,227,407 | 184,522 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,775,451 | 183,992 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $31,155,434 | 296,267 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,016,766 | 207,881 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $14,197,558 | 125,798 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,180,758 | 106,372 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,131,734 | 109,467 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,489,502 | 63,105 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,702,024 | 56,278 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,277,540 | 52,821 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,175,872 | 52,149 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,010,038 | 52,149 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,071,765 | 48,752 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,748,289 | 44,469 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,572,164 | 53,103 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,116,150 | 52,657 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,859,072 | 55,217 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,401,251 | 55,850 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,197,397 | 55,850 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,883,054 | 52,887 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,596,101 | 52,125 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $2,722,649 | 55,553 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,999,640 | 58,189 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,395,988 | 51,660 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||