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 2024 vs. Q1 2024
How the institutions holding UBS AG changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 12 | 2 | 9 | −1 |
| Shares | 129.9K | 81.3K | 33.1K | −15.5K (−31.9%) |
| Value | $2.54M | $1.59M | $667.9K | −$281.3K (−29.6%) |
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (1)
Institutions that held UBS AG at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| UBS Group AG | 453 | $9.15K | 0.00% |
Sold out (2)
Institutions that held UBS AG at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Hilltop Holdings Inc. | 15,917 | $311.0K |
| CoreFirst Bank & Trust | 476 | $9.30K |
Not filed for Q2 2024 yet (2)
Institutions that held UBS AG at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Eudaimonia Partners, LLC | 46,599 | $910.5K |
| Eudaimonia Advisors LLC | 34,703 | $678.1K |