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
Q1 2023 vs. Q4 2022
How the institutions holding UBS AG changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 18 | 16 | −2 |
| Shares | 450.3K | 200.2K | −250.2K (−55.6%) |
| Value | $6.72M | $3.40M | −$3.32M (−49.4%) |
New holders (3)
Institutions that held UBS AG at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Old Mission Capital LLC | 11,496 | $195.2K | 0.01% |
| Advisory Services & Investments, LLC | 11,311 | $192.1K | 0.17% |
| Geneos Wealth Management Inc. | 240 | $4.08K | 0.00% |
Sold out (5)
Institutions that held UBS AG at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Envestnet Asset Management Inc | 46,051 | $769.9K |
| Cooper Financial Group | 16,658 | $278.5K |
| Thrivent Financial for Lutherans | 16,005 | $268.0K |
| International Assets Investment Management, LLC | 52,257 | $67.2K |
| UBS Group AG | 1,749 | $29.2K |