UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in XP — XP Inc.
CIK 861177
NEW YORK, NY
Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$142,014
-$55,882,897 QoQ
Shares Held
8,734
-99.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 318 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,121,746,996 across 38 Capital Markets names. XP ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,346,727 | $2,373,409,281 | |
| 2 | MS |
Morgan Stanley
|
11,206,144 | $2,342,532,336 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,843,766 | $1,092,824,283 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,938,383 | $394,941,042 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,938,409 | $168,719,114 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
578,032 | $162,820,049 | |
| 7 | FUTU |
Futu Holdings Ltd
|
1,715,691 | $160,828,870 | |
| 8 | TW |
Tradeweb Markets Inc.
|
753,188 | $75,062,709 |
All Filings in XP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,014 | 8,734 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $56,024,911 | 2,942,485 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $39,145,397 | 2,391,289 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $55,708,728 | 2,757,858 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $36,156,652 | 2,629,575 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $28,358,243 | 2,393,101 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $30,448,914 | 1,697,264 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,168,883 | 350,704 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,836,606 | 383,344 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,768,150 | 182,898 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,520,201 | 413,024 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,146,173 | 475,114 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,639,602 | 475,114 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,530,900 | 99,798 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,897,159 | 99,798 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,590,016 | 88,531 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,323,929 | 77,207 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $473,001 | 16,458 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $462,155 | 11,505 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,689,235 | 360,258 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,889,681 | 368,720 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,413,856 | 363,344 | Shares | Sole | 2021-03-01 | |
| No filing history on record for this holder in this stock. | ||||||