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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, Q1 2021

Institutional positions in UBS AG as of Mar 31, 2021. 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
27
No complete 13F data for Q4 2020
Shares held
8.69M
No complete 13F data for Q4 2020
Total value
$122.9M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 27 institutions
Q1 2021: 27 institutionsQ2 2021: 23 institutionsQ3 2021: 26 institutionsQ4 2021: 26 institutionsQ1 2022: 27 institutionsQ2 2022: 28 institutionsQ3 2022: 26 institutionsQ4 2022: 28 institutionsQ1 2023: 27 institutionsQ2 2023: 24 institutionsQ3 2023: 25 institutionsQ4 2023: 26 institutionsQ1 2024: 28 institutionsQ2 2024: 26 institutionsQ3 2024: 23 institutionsQ4 2024: 27 institutionsQ1 2025: 31 institutionsQ2 2025: 31 institutionsQ3 2025: 30 institutionsQ4 2025: 27 institutionsQ1 2026: 29 institutionsQ2 2026: 29 institutions
Value heldQ1 2021: $122.9M
Q1 2021: $122.9MQ2 2021: $142.1MQ3 2021: $108.9MQ4 2021: $118.3MQ1 2022: $155.1MQ2 2022: $142.1MQ3 2022: $149.8MQ4 2022: $143.9MQ1 2023: $212.7MQ2 2023: $138.2MQ3 2023: $144.6MQ4 2023: $141.0MQ1 2024: $169.9MQ2 2024: $167.5MQ3 2024: $163.6MQ4 2024: $170.2MQ1 2025: $168.0MQ2 2025: $171.7MQ3 2025: $165.1MQ4 2025: $166.7MQ1 2026: $188.9MQ2 2026: $186.6M
Institutions holding MLPB and their total value by quarter
QuarterHoldersValue
Q2 202629$186.6M
Q1 202629$188.9M
Q4 202527$166.7M
Q3 202530$165.1M
Q2 202531$171.7M
Q1 202531$168.0M
Q4 202427$170.2M
Q3 202423$163.6M
Q2 202426$167.5M
Q1 202428$169.9M
Q4 202326$141.0M
Q3 202325$144.6M
Q2 202324$138.2M
Q1 202327$212.7M
Q4 202228$143.9M
Q3 202226$149.8M
Q2 202228$142.1M
Q1 202227$155.1M
Q4 202126$118.3M
Q3 202126$108.9M
Q2 202123$142.1M
Q1 202127$122.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding UBS AG.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MLPB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
CIBC Private Wealth Group, LLC3,224,465$45.6M0.11%––
Wells Fargo & Company3,089,390$43.7M0.01%––
Fifth Third Bancorp735,621$10.4M0.05%––
NBW Capital LLC498,177$7.04M1.94%––
MAI Capital Management323,524$4.58M0.10%––
The PNC Financial Services Group, Inc.181,542$2.57M0.00%––
IMC-Chicago, LLC156,662$2.21M0.21%––
Wolverine Trading, LLC84,600$1.18M0.02%––
Diversified Trust Co66,741$944.0K0.04%––
Susquehanna International Group, LLP61,467$869.0K0.00%––
Quadrant Capital Group LLC49,904$706.0K0.11%––
Citadel Advisors LLC43,982$622.0K0.00%––
HAP Trading, LLC41,381$585.0K0.07%––
National Asset Management, Inc.28,100$398.0K0.01%––
Selway Asset Management25,090$355.0K0.21%––
MBL Wealth, LLC16,125$228.0K0.08%––
Neuberger Berman Group LLC15,000$212.0K0.00%––
LPL Financial LLC13,489$191.0K0.00%––
Chicago Partners Investment Group LLC11,849$174.0K0.01%––
Stifel Financial Corp11,339$160.0K0.00%––
Evanson Asset Management, LLC10,308$146.0K0.02%––
Cranbrook Wealth Management, LLC2,559$36.0K0.01%––
Transamerica Financial Advisors, Inc.2,049$29.0K0.71%––
Advisor Group Holdings, Inc.545$8.00K0.00%––
Royal Bank of Canada350$5.00K0.00%––
UBS Group AG175$2.00K0.00%––
Bank of America Corp–$1.00K0.00%––