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
Q3 2021 vs. Q2 2021
How the institutions holding UBS AG changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 23 | 26 | +3 |
| Shares | 8.40M | 7.01M | −1.39M (−16.6%) |
| Value | $142.1M | $108.9M | −$33.2M (−23.4%) |
New holders (5)
Institutions that held UBS AG at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| MBL Wealth, LLC | 96,745 | $1.50M | 0.52% |
| Sather Financial Group Inc | 24,990 | $388.0K | 0.04% |
| Wolverine Trading, LLC | 20,410 | $320.0K | 0.01% |
| Morgan Stanley | 11,250 | $175.0K | 0.00% |
| Farmers & Merchants Investments Inc | 1,000 | $16.0K | 0.00% |
Sold out (2)
Institutions that held UBS AG at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Spearhead Capital Advisors, LLC | 34,899 | $590.0K |
| Transamerica Financial Advisors, Inc. | 1,847 | $32.0K |