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
Q4 2021 vs. Q3 2021
How the institutions holding UBS AG changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 26 | 1 | 26 | +1 |
| Shares | 7.01M | 96.7K | 7.69M | +776.8K (+11.2%) |
| Value | $108.9M | $1.50M | $118.3M | +$11.0M (+10.2%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held UBS AG at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Marion Wealth Management | 468,218 | $7.21M | 3.42% |
| Sage Mountain Advisors LLC | 39,171 | $603.0K | 0.07% |
| Covington Capital Management | 24,508 | $377.0K | 0.01% |
| First Horizon Advisors, Inc. | 13,326 | $205.0K | 0.01% |
Sold out (3)
Institutions that held UBS AG at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| HAP Trading, LLC | 54,190 | $842.0K |
| Jane Street Group, LLC | 26,006 | $404.0K |
| Sather Financial Group Inc | 24,990 | $388.0K |
Not filed for Q4 2021 yet (1)
Institutions that held UBS AG at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| MBL Wealth, LLC | 96,745 | $1.50M |