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
Q1 2025 vs. Q4 2024
How the institutions holding UBS AG changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 27 | 31 | +4 |
| Shares | 6.65M | 6.55M | −105.2K (−1.6%) |
| Value | $170.2M | $168.0M | −$2.17M (−1.3%) |
New holders (5)
Institutions that held UBS AG at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| IFP Advisors, Inc | 12,636 | $350.7K | 0.01% |
| Citadel Advisors LLC | 10,011 | $277.8K | 0.00% |
| Divergent Planning, LLC | 7,300 | $205.1K | 0.07% |
| CWM, LLC | 600 | $17.0K | 0.00% |
| UBS Group AG | 61 | $1.69K | 0.00% |
Sold out (1)
Institutions that held UBS AG at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Kestra Advisory Services, LLC | 11,145 | $280.6K |