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 2024 vs. Q3 2024
How the institutions holding UBS AG changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 23 | 27 | +4 |
| Shares | 6.72M | 6.65M | −67.6K (−1.0%) |
| Value | $163.6M | $170.2M | +$6.64M (+4.1%) |
New holders (5)
Institutions that held UBS AG at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Savvy Advisors, Inc. | 27,303 | $687.5K | 0.08% |
| Kestra Advisory Services, LLC | 11,145 | $280.6K | 0.00% |
| Callan Family Office, LLC | 10,702 | $269.5K | 0.02% |
| Creative Planning | 2,537 | $63.9K | 0.00% |
| Bokf, NA | 1,180 | $30.5K | 0.00% |
Sold out (1)
Institutions that held UBS AG at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Advisor Group Holdings, Inc. | 84 | $2.04K |