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
13F holders, Q4 2025
Institutional positions in UBS AG as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1
- +1 vs. Q3 2025
- Shares held
- 79.3K
- +79.3K vs. Q3 2025
- Total value
- $1.52M
- +$1.52M vs. Q3 2025
- New holders
- 1
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CEFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3 | $2.08M |
| Q1 2026 | 1 | $1.50M |
| Q4 2025 | 1 | $1.52M |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 1 | $1.55K |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 1 | $595.4K |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 1 | $14.4K |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 1 | $20 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 2 | $309.0K |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 1 | $0 |
| Q2 2021 | 1 | $1.22M |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding UBS AG; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 79,281 | $1.52M | 0.00% | +79,281 | New |