Position in USNA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,474,166
+$2,059,918 QoQ
Shares Held
115,886
+388.7% QoQ
Ownership
0.627%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 137 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USNA Over Time
Shares Held
Position Value (USD)
Derivatives in USNA
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$109,744
PutShares
1,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026UBS Group AG holds $1,929,169,979 across 59 Packaged Foods names. USNA ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
18,975,267 | $448,195,805 | |
| 2 | GIS |
General Mills Inc
|
11,982,190 | $416,980,210 | |
| 3 | CPB |
CAMPBELL'S Co
|
6,471,754 | $144,125,959 | |
| 4 | MKC |
Mccormick & Co Inc
|
2,226,507 | $112,260,590 | |
| 5 | POST |
Post Holdings, Inc.
|
1,167,906 | $103,079,382 | |
| 6 | DAR |
Darling Ingredients Inc.
|
1,635,846 | $89,349,907 | |
| 7 | SJM |
J M SMUCKER Co
|
587,403 | $66,082,836 | |
| 8 | INGR |
Ingredion Inc
|
634,659 | $60,108,553 |
All Filings in USNA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,474,166 | 115,886 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $414,248 | 23,712 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,715,496 | 138,334 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,081,915 | 39,271 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,365,239 | 44,718 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,631,225 | 60,483 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,065,508 | 85,414 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,007,501 | 184,797 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,567,007 | 123,055 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,499,851 | 113,399 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,321,675 | 99,285 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,195,994 | 20,406 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,181,053 | 18,735 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,359,252 | 101,101 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,067,725 | 95,258 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,890,361 | 87,250 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,160,337 | 57,495 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $428,711 | 5,396 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,444,224 | 14,271 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,266,645 | 46,276 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,449,866 | 43,443 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,281,331 | 54,112 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,951,760 | 51,255 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $698,127 | 9,479 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $785,994 | 10,704 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $109,744 | 1,900 | Put | Defined | 2020-05-01 | |
| 2020-03-31 | $2,359,091 | 40,843 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||