UBS AG
MLPB- 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; 29 institutions reported holding it in 13F filings for Q2 2026, worth $186.6M in total; no superinvestor holds it.
Other share classesAMUBBDCXBDCZCEFDHDLBIFEDMLPRMVRLPFFLSMHBUCIB
13F holders, Q2 2026
Institutional positions in UBS AG as of Jun 30, 2026. 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
- 29
- +1 vs. Q1 2026
- Shares held
- 6.47M
- −32.8K (−0.5%) vs. Q1 2026
- Total value
- $186.6M
- −$2.33M (−1.2%) vs. Q1 2026
- New holders
- 3
- 4 more added
- Sold out
- 2
- 12 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MLPB 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 | 29 | $186.6M |
| Q1 2026 | 29 | $188.9M |
| Q4 2025 | 27 | $166.7M |
| Q3 2025 | 30 | $165.1M |
| Q2 2025 | 31 | $171.7M |
| Q1 2025 | 31 | $168.0M |
| Q4 2024 | 27 | $170.2M |
| Q3 2024 | 23 | $163.6M |
| Q2 2024 | 26 | $167.6M |
| Q1 2024 | 28 | $170.4M |
| Q4 2023 | 26 | $141.2M |
| Q3 2023 | 25 | $144.6M |
| Q2 2023 | 24 | $196.6M |
| Q1 2023 | 27 | $320.2M |
| Q4 2022 | 28 | $143.9M |
| Q3 2022 | 26 | $149.8M |
| Q2 2022 | 28 | $142.1M |
| Q1 2022 | 27 | $155.1M |
| Q4 2021 | 26 | $119.7M |
| Q3 2021 | 26 | $108.9M |
| Q2 2021 | 23 | $142.1M |
| Q1 2021 | 27 | $123.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding UBS AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,075,807 | $88.7M | 0.11% | −18,450−0.6% | Reduced |
| Wells Fargo & Company | 2,252,272 | $64.9M | 0.01% | −2,315−0.1% | Reduced |
| Marion Wealth Management | 598,326 | $17.2M | 3.52% | −4,037−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 137,282 | $3.95M | 0.00% | −412−0.3% | Reduced |
| MAI Capital Management | 100,012 | $2.88M | 0.01% | +110.0% | Added |
| MBL Wealth, LLC | 59,955 | $1.73M | 0.12% | −78−0.1% | Reduced |
| Susquehanna International Group, LLP | 33,918 | $976.9K | 0.00% | −8,103−19.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,600 | $723.3K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 22,045 | $635.0K | 0.00% | +22,045 | New |
| Diversified Trust Co | 21,171 | $609.8K | 0.01% | −1,600−7.0% | Reduced |
| Savvy Advisors, Inc. | 21,043 | $606.1K | 0.01% | −835−3.8% | Reduced |
| Citadel Advisors LLC | 18,482 | $532.3K | 0.00% | −101−0.5% | Reduced |
| IFP Advisors, Inc | 15,810 | $455.4K | 0.01% | −500−3.1% | Reduced |
| Fifth Third Bancorp | 11,449 | $329.8K | 0.00% | −3,000−20.8% | Reduced |
| Callan Family Office, LLC | 10,702 | $308.3K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 10,362 | $298.5K | 0.00% | −988−8.7% | Reduced |
| Commerce Bank | 9,475 | $272.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 9,390 | $270.5K | 0.00% | +1,349+16.8% | Added |
| ETF Store, Inc. | 8,805 | $253.6K | 0.21% | 00.0% | Unchanged |
| Genesis Financial Group, LLC | 8,550 | $246.3K | 0.16% | +500+6.2% | Added |
| EP Wealth Advisors, LLC | 7,300 | $210.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 5,819 | $167.6K | 0.00% | +3,519+153.0% | Added |
| First Horizon Corp | 4,800 | $138.3K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,900 | $83.3K | 0.00% | +2,900 | New |
| Private Trust Co NA | 1,800 | $51.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,780 | $51.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 242 | $6.97K | 0.00% | +242 | New |
| Harbour Investments, Inc. | 220 | $6.34K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $29 | 0.00% | – | – |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −11,868−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |