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
Q2 2024 vs. Q1 2024
How the institutions holding UBS AG changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 28 | 26 | −2 |
| Shares | 7.04M | 6.78M | −264.7K (−3.8%) |
| Value | $169.9M | $167.5M | −$2.48M (−1.5%) |
New holders (2)
Institutions that held UBS AG at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| JPMorgan Chase & Co | 4,396 | $108.2K | 0.00% |
| Jones Financial Companies LLLP | 794 | $19.5K | 0.00% |
Sold out (4)
Institutions that held UBS AG at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| NBW Capital LLC | 233,776 | $5.64M |
| National Asset Management, Inc. | 29,081 | $617.9K |
| Washington Trust Co | 585 | $14.1K |
| Cranbrook Wealth Management, LLC | 480 | $11.6K |