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UBS AG

CEFD
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; 3 institutions reported holding it in 13F filings for Q2 2026, worth $2.08M in total; no superinvestor holds it.

Other share classesAMUBBDCXBDCZHDLBIFEDMLPBMLPRMVRLPFFLSMHBUCIB

Q1 2024 vs. Q4 2023

How the institutions holding UBS AG changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of CEFD: Q4 2023 compared with Q1 2024
MeasureQ4 2023Q1 2024Change
Holders01+1
Shares029.9K+29.9K
Value$0$595.4K+$595.4K

New holders (1)

Institutions that held UBS AG at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to CEFD in Q1 2024
InstitutionSharesValue% of portfolio
IMC-Chicago, LLC29,894$595.4K0.02%

Sold out (0)

Institutions that held UBS AG at the end of Q4 2023 and filed for Q1 2024 without it.

None.