UBS AG

MLPB

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0001114446

SEC filings (opens in a new tab)

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 classesAMUB BDCX BDCZ CEFD HDLB IFED MLPR MVRL PFFL SMHB UCIB

Q1 2024 vs. Q4 2023

How the institutions holding UBS AG changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of MLPB: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	26	28	+2
Shares	6.59M	7.04M	+448.0K (+6.8%)
Value	$141.0M	$169.9M	+$29.0M (+20.6%)

New holders (3)

Institutions that held UBS AG at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to MLPB in Q1 2024
Institution	Shares	Value	% of portfolio
Kestra Advisory Services, LLC	9,148	$220.9K	0.00%
ETF Store, Inc.	9,042	$218.3K	0.12%
Washington Trust Co	585	$14.1K	0.00%

Sold out (1)

Institutions that held UBS AG at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of MLPB in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Citadel Advisors LLC	12,491	$267.1K