Unclaimed property directory
Unclaimed property held by Ubs Financial Services
Browse possible unclaimed-property accounts associated with Ubs Financial Services, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 44,873
- Total reported
- $24,152,650
- Largest account
- $1,806,358.98
Distribution of shown amounts
Dollar ranges for the 50 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 50 records for this group, highest reported amount first.
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Heinert, Dagmar
PO Box 10476, Marina Del Rey, CA, 90295
Held by Ubs Financial Services
Shares of stock (Returned by po)
$1,806,358.98
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Scarlata, Debra S
242 North Avon Street, Burbank, CA, 91505
Held by Ubs Financial Services
Shares of stock (Returned by po)
$922,258.26
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Chan, Zou
C/o Francis Shay 5849 Woodridge Oaks, San Antonio, TX, 78249
Held by Ubs Financial Services
Securities-related credit balance (SC20) · Reported 2020
$531,196.29
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Heinert, Dagmar
PO Box 10476, Marina Del Rey, CA, 90295
Held by Ubs Financial Services
Shares of stock (Returned by po)
$335,908.60
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Cheng Tam Exec For The Estate Of Can Zha
35843 Ashton Place, Fremont, CA, 94536
Held by Ubs Financial Services
Shares of stock (Returned by po)
$318,305.15
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Inter Group Co Inc
C/o Cheng Peichen 279 Cliffwood Drive, Simi Valley, CA, 93065
Held by Ubs Financial Services
Shares of stock (Returned by po)
$297,344.38
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Braudo, Cedric
145 Buckthorn Drive, Brea, CA, 92823
Held by Ubs Financial Services
Mutual fund shares
$293,887.19
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Stoehr, Brigitte
1875 Willow Street, San Jose, CA, 95125
Held by Ubs Financial Services
Credit balances
$292,578.03
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Thomas, Carl
30601 Palm Avenue, Hemet, CA, 92543
Held by Ubs Financial Services
Mutual fund shares
$274,200.30
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Anderson, Kelly
6582 Deer Hollow Drive, San Jose, CA, 95120
Held by Ubs Financial Services
Shares of stock (Returned by po)
$224,869.37
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Flores, Joe
521 Surrey Lane, Wallis, TX, 77485
Held by Ubs Financial Services
Securities-related credit balance (SC20) · Reported 2022
$209,225.88
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Sarkar, Purnendu
18532 Greenridge Court, Castro Valley, CA, 94552
Held by Ubs Financial Services
Shares of stock (Returned by po)
$194,901.35
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Scarlata, Debra S
242 North Avon Street, Burbank, CA, 91505
Held by Ubs Financial Services
Credit balances
$166,776.08
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McKenzie, Roy Dean
11268 Green Glen Street, Moreno Valley, CA, 92557
Held by Ubs Financial Services
Shares of stock (Returned by po)
$161,516.04
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Chew, Gloria L
5988 Margarido Drive, Oakland, CA, 94618
Held by Ubs Financial Services
Mutual fund shares
$159,654.91
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Cisco
300 Crescent Court Suite 1380, Dallas, TX, 75201
Held by Ubs Financial Services
Securities-related credit balance (SC20) · Reported 2021
$151,292.50
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Pharos Capital Grp LLC
300 Crescent Court Suite 1380, Dallas, TX, 75201
Held by Ubs Financial Services
Securities-related credit balance (SC20) · Reported 2021
$151,292.50
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Heinert, Dagmar
PO Box 10476, Marina Del Rey, CA, 90295
Held by Ubs Financial Services
Credit balances
$149,418.42
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Michael B Yates Living Trust
1450 South Palm Canyon Drive, Palm Springs, CA, 92264
Held by Ubs Financial Services
Mutual fund shares
$131,821.00
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Elishen, Gloria
801 Franklin Street Apt 911, Oakland, CA, 94607
Held by Ubs Financial Services
Credit balances
$122,614.57
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The Shagy Charitable Trust Dtd 07/11/91
45323 Park Sierra Drive #322, Coarsegold, CA, 93614
Held by Ubs Financial Services
Mutual fund shares
$122,420.69
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Shagy, Robert
45323 Park Sierra Drive #322, Coarsegold, CA, 93614
Held by Ubs Financial Services
Mutual fund shares
$122,420.69
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Inter Group Co Inc
C/o Cheng Peichen 279 Cliffwood Drive, Simi Valley, CA, 93065
Held by Ubs Financial Services
Credit balances
$120,356.60
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Edith Jane Thomas Trust Dtd 4 19 2000
5470 Morengo Avenue, La Mesa, CA, 91942
Held by Ubs Financial Services
Shares of stock (Returned by po)
$101,185.17
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Olsen, Bruce S
6092 Avenida De Castillo, Long Beach, CA, 90803
Held by Ubs Financial Services
Mutual fund shares
$98,609.48
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The Shagy Charitable Trust Dtd 07/11/91
45323 Park Sierra Drive #322, Coarsegold, CA, 93614
Held by Ubs Financial Services
Mutual fund shares
$98,322.94
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Shagy, Robert
45323 Park Sierra Drive #322, Coarsegold, CA, 93614
Held by Ubs Financial Services
Mutual fund shares
$98,322.94
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Usvp V Entrepreneur Partners LP
2735 Sand Hill Road, Menlo Park, CA, 94025
Held by Ubs Financial Services
Shares of stock (Returned by po)
$90,738.74
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Miegel, Elizabeth
1020 Hilltop Drive, Wimberley, TX, 78676
Held by Ubs Financial Services
Securities-related credit balance (SC20) · Reported 2023
$84,823.32
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Snyder, John
1550 Brockton Avenue Apt 4, Los Angeles, CA, 90025
Held by Ubs Financial Services
Shares of stock (Returned by po)
$84,613.21
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Bollman, Tommye L
P O Box 271, Salinas, CA, 93902
Held by Ubs Financial Services
Shares of stock (Returned by po)
$82,337.74
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Bell, Kenneth
620 Iris Avenue Spc 23, Sunnyvale, CA, 94086
Held by Ubs Financial Services
Credit balances
$81,355.23
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Ray, Sanjiv
PO Box 3067, Alviso, CA, 95002
Held by Ubs Financial Services
Credit balances
$80,638.50
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Fisher, Keith
9170 Broadway, Temple City, CA, 91780
Held by Ubs Financial Services
Shares of stock (Returned by po)
$77,372.41
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Selvey, Ronald
1927 Bridgepointe Cirlcle N30, San Mateo, CA, 94040
Held by Ubs Financial Services
Shares of stock (Returned by po)
$76,710.62
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Fisher, Keith
9170 Broadway, Temple City, CA, 91780
Held by Ubs Financial Services
Shares of stock (Returned by po)
$76,336.43
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The Bolton Foundation
P O Box 7037, Waco, TX, 76714
Held by Ubs Financial Services
Securities-related credit balance (SC20) · Reported 2021
$74,778.69
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Michael B Yates Living Trust
1450 South Palm Canyon Drive, Palm Springs, CA, 92264
Held by Ubs Financial Services
Mutual fund shares
$73,240.31
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Fullerton Commerce Center Association C/
960 Calle Amanecer, San Clemente, CA, 92673
Held by Ubs Financial Services
Credit balances
$70,983.47
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Qureshi, Ahmad
1534 Pecan Creek Lane, Allen, TX, 75002
Held by Ubs Financial Services
Securities-related credit balance (SC20) · Reported 2023
$68,738.34
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The Shagy Charitable Trust Dtd 07/11/91
45323 Park Sierra Drive #322, Coarsegold, CA, 93614
Held by Ubs Financial Services
Mutual fund shares
$66,946.74
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Shagy, Robert
45323 Park Sierra Drive #322, Coarsegold, CA, 93614
Held by Ubs Financial Services
Mutual fund shares
$66,946.74
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Brooks, Karyn
9772 Anza Avenue, Oakland, CA, 94605
Held by Ubs Financial Services
Shares of stock (Returned by po)
$66,492.06
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Jones, JR Joseph
4407 Angelico Lane, Round Rock, TX, 78681
Held by Ubs Financial Services
Securities-related credit balance (SC20) · Reported 2019
$65,996.22
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Hsu, Wen-Pei
10 Torregata Loop, San Jose, CA, 95134
Held by Ubs Financial Services
Other cert of ownership
$65,993.53
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Lynch, Thomas
23214 Orange Avenue #6, El Toro, CA, 92630
Held by Ubs Financial Services
Traditional IRA - Mutual funds
$64,229.39
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Cool, Ann M
1723 Sunset Avenue, Santa Monica, CA, 90405
Held by Ubs Financial Services
Traditional IRA - Mutual funds
$64,229.39
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Helmick, Jay
1339 Esplanade, Chico, CA, 95926
Held by Ubs Financial Services
Traditional IRA - Mutual funds
$63,940.14
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Harvey, Susan E
4025 East Bellaire, Fresno, CA, 93726
Held by Ubs Financial Services
Mutual fund shares
$63,303.83
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Siew, Kent
363 Clementina Street, San Francisco, CA, 94103
Held by Ubs Financial Services
Shares of stock (Returned by po)
$62,895.33