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, Q4 2022
Institutional positions in UBS AG as of Dec 31, 2022. 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
- 28
- +3 vs. Q3 2022
- Shares held
- 8.37M
- −248.0K (−2.9%) vs. Q3 2022
- Total value
- $143.9M
- −$5.47M (−3.7%) vs. Q3 2022
- New holders
- 4
- 6 more added
- Sold out
- 1
- 10 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding UBS AG; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 2,644,428 | $49.6M | 0.02% | −150,092−5.4% | Reduced |
| CIBC Private Wealth Group, LLC | 3,141,827 | $45.9M | 0.15% | −50,824−1.6% | Reduced |
| Fifth Third Bancorp | 1,084,473 | $20.3M | 0.10% | +102,144+10.4% | Added |
| Marion Wealth Management | 520,022 | $9.76M | 4.11% | +74,651+16.8% | Added |
| NBW Capital LLC | 252,492 | $4.74M | 1.21% | −28,691−10.2% | Reduced |
| The PNC Financial Services Group, Inc. | 183,101 | $3.43M | 0.00% | −2,857−1.5% | Reduced |
| MAI Capital Management | 177,791 | $3.34M | 0.06% | −35,728−16.7% | Reduced |
| MBL Wealth, LLC | 73,933 | $1.39M | 0.27% | −30,124−28.9% | Reduced |
| IMC-Chicago, LLC | 43,100 | $808.6K | 0.18% | −172,912−80.0% | Reduced |
| Citadel Advisors LLC | 34,243 | $642.4K | 0.00% | +8,448+32.8% | Added |
| Quadrant Capital Group LLC | 31,690 | $594.5K | 0.07% | −1,810−5.4% | Reduced |
| Diversified Trust Co | 28,627 | $537.0K | 0.02% | −110−0.4% | Reduced |
| National Asset Management, Inc. | 27,310 | $512.3K | 0.01% | −806−2.9% | Reduced |
| Selway Asset Management | 26,590 | $498.8K | 0.26% | +1,000+3.9% | Added |
| Cerity Partners LLC | 24,508 | $459.8K | 0.00% | +24,508 | New |
| LPL Financial LLC | 16,497 | $309.5K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 15,400 | $288.9K | 0.00% | 00.0% | Unchanged |
| Colony Group LLC | 11,875 | $223.0K | 0.00% | +11,875 | New |
| First Horizon Advisors, Inc. | 9,833 | $184.5K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 8,591 | $161.2K | 0.00% | +6,246+266.4% | Added |
| UBS Group AG | 4,559 | $85.5K | 0.00% | +668+17.2% | Added |
| Private Trust Co NA | 1,800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,440 | $27.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,370 | $26.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 326 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 255 | $5.00K | 0.00% | +255 | New |
| Bank of America Corp | – | $4.87K | 0.00% | – | – |
| Huntington National Bank | – | $19 | 0.00% | – | New |
| American National Bank | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Covington Capital Management | – | – | – | – | Not filed |