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UBS Group AG

Position in WLFC — Willis Lease Finance Corp

CIK 1610520 ZURICH, V8

Position in WLFC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$14,954,368
+$8,641,978 QoQ
Shares Held
588,240
+76.3% QoQ
Ownership
2.78%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 175 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WLFC Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

UBS Group AG holds $1,326,715,717 across 18 Rental & Leasing Services names. WLFC ranks #12 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WLFC

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,954,368 65,360
2026-03-31 $6,312,390 37,075
2025-12-31 $8,114,121 59,821
2025-09-30 $12,638,876 92,194
2025-06-30 $11,450,099 80,194
2025-03-31 $3,369,816 21,332
2024-12-31 $10,977,735 52,892
2024-09-30 $399,704 2,686
2024-06-30 $153,846 2,220
2024-03-31 $149,555 3,014
2023-12-31 $158,958 3,252
2023-09-30 $73,729 1,743
2023-06-30 $68,282 1,745
2023-03-31 $52,205 953
2022-09-30 $47,000 1,443
2022-06-30 $8,000 209
2022-03-31 $50,000 1,575
2021-12-31 $67,000 1,781
2021-06-30 $7,000 167
2021-03-31 $71,000 1,626
2020-12-31 $57,000 1,474
2020-09-30 $2,000 122
2020-06-30 $43,000 1,766
2020-03-31 $65,000 2,439