UBS AG
AMUB- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001114446
No open-market purchases or sales by UBS AG insiders were filed in the last 90 days; 5 institutions reported holding it in 13F filings for Q2 2026, worth $3.30M in total; no superinvestor holds it.
Other share classesBDCXBDCZCEFDHDLBIFEDMLPBMLPRMVRLPFFLSMHBUCIB
Q2 2023 vs. Q1 2023
How the institutions holding UBS AG changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 9 | 7 | −2 |
| Shares | 950.3K | 869.9K | −80.5K (−8.5%) |
| Value | $13.3M | $12.6M | −$724.2K (−5.4%) |
New holders (1)
Institutions that held UBS AG at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Coppell Advisory Solutions LLC | 90 | $9.59K | 0.00% |
Sold out (3)
Institutions that held UBS AG at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| M Holdings Securities, Inc. | 19,637 | $275.0K |
| Fiduciary Trust Co | 13,633 | $190.6K |
| Northwestern Mutual Wealth Management Co | 370 | $5.17K |