Position in UVSP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,183,462
+$2,205,325 QoQ
Shares Held
95,622
+65.6% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UVSP 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. UVSP ranks #124 (0.1% 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 UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,183,462 | 95,622 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,978,137 | 57,739 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,649,309 | 50,376 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,358,520 | 78,565 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,176,160 | 139,020 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,691,822 | 200,699 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,563,238 | 86,860 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $792,900 | 28,177 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $490,410 | 21,481 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $811,480 | 38,976 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,033,184 | 46,899 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $448,178 | 25,787 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $300,507 | 16,621 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $381,833 | 16,084 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $326,023 | 12,477 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $140,786 | 5,996 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $125,037 | 4,915 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $288,044 | 10,764 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $538,828 | 18,009 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $146,782 | 5,359 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $414,957 | 15,736 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $410,180 | 14,347 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $382,582 | 18,590 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $314,243 | 21,868 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $323,736 | 20,058 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $355,514 | 21,784 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||