UBS AG
BDCZ- 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; 7 institutions reported holding it in 13F filings for Q2 2026, worth $414.5K in total; no superinvestor holds it.
Other share classesAMUBBDCXCEFDHDLBIFEDMLPBMLPRMVRLPFFLSMHBUCIB
Q2 2021 vs. Q1 2021
How the institutions holding UBS AG changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 13 | 16 | +3 |
| Shares | 419.0K | 608.5K | +189.4K (+45.2%) |
| Value | $7.79M | $12.0M | +$4.18M (+53.7%) |
New holders (5)
Institutions that held UBS AG at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hilltop Holdings Inc. | 135,721 | $2.67M | 0.30% |
| Credential Qtrade Securities Inc. | 20,220 | $397.6K | 0.03% |
| IMC-Chicago, LLC | 20,175 | $397.0K | 0.03% |
| Envestnet Asset Management Inc | 14,267 | $281.0K | 0.00% |
| Advisory Services Network, LLC | 7,129 | $140.0K | 0.00% |
Sold out (2)
Institutions that held UBS AG at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| HAP Trading, LLC | 16,767 | $312.0K |
| Selway Asset Management | 15,000 | $279.0K |