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, Q2 2025
Institutional positions in UBS AG as of Jun 30, 2025. 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
- 31
- +1 vs. Q1 2025
- Shares held
- 6.60M
- +79.0K (+1.2%) vs. Q1 2025
- Total value
- $171.7M
- +$4.39M (+2.6%) vs. Q1 2025
- New holders
- 5
- 8 more added
- Sold out
- 4
- 6 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $167.5M |
| Q1 2024 | 28 | $169.9M |
| Q4 2023 | 26 | $141.0M |
| Q3 2023 | 25 | $144.6M |
| Q2 2023 | 24 | $138.2M |
| Q1 2023 | 27 | $212.7M |
| Q4 2022 | 28 | $143.9M |
| Q3 2022 | 26 | $149.8M |
| Q2 2022 | 28 | $142.1M |
| Q1 2022 | 27 | $155.1M |
| Q4 2021 | 26 | $118.3M |
| Q3 2021 | 26 | $108.9M |
| Q2 2021 | 23 | $142.1M |
| Q1 2021 | 27 | $122.9M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding UBS AG; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $26 | 0.00% | – | – |
| Bank of America Corp | – | $7.81K | 0.00% | – | – |
| UBS Group AG | 412 | $10.7K | 0.00% | +351+575.4% | Added |
| CWM, LLC | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,290 | $34.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,700 | $44.2K | 0.00% | +1,700 | New |
| Advisor Group Holdings, Inc. | 1,593 | $44.2K | 0.00% | +1,593 | New |
| Private Trust Co NA | 1,800 | $46.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 2,300 | $59.8K | 0.00% | −7,500−76.5% | Reduced |
| First Horizon Advisors, Inc. | 4,800 | $124.8K | 0.00% | −1,222−20.3% | Reduced |
| ETF Store, Inc. | 8,847 | $230.1K | 0.27% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,475 | $246.4K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,576 | $275.7K | 0.01% | +10,576 | New |
| Callan Family Office, LLC | 10,702 | $278.3K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 11,284 | $293.4K | 0.00% | +2,537+29.0% | Added |
| LPL Financial LLC | 13,540 | $352.1K | 0.00% | −4,394−24.5% | Reduced |
| Neuberger Berman Group LLC | 15,200 | $395.3K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 15,808 | $411.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16,512 | $429.4K | 0.01% | +3,876+30.7% | Added |
| Fifth Third Bancorp | 18,078 | $470.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,301 | $501.9K | 0.00% | +19,301 | New |
| Diversified Trust Co | 20,780 | $540.4K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,426 | $609.2K | 0.00% | +13,415+134.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,640 | $617.1K | 0.00% | +23,640 | New |
| Savvy Advisors, Inc. | 28,798 | $748.9K | 0.05% | −1,300−4.3% | Reduced |
| MBL Wealth, LLC | 57,255 | $1.49M | 0.14% | +1,728+3.1% | Added |
| MAI Capital Management | 107,182 | $2.79M | 0.02% | +110.0% | Added |
| The PNC Financial Services Group, Inc. | 150,350 | $3.91M | 0.00% | −3,722−2.4% | Reduced |
| Marion Wealth Management | 577,672 | $15.0M | 3.76% | +10,652+1.9% | Added |
| Wells Fargo & Company | 2,278,260 | $59.2M | 0.01% | +88,500+4.0% | Added |
| CIBC Private Wealth Group, LLC | 3,171,039 | $82.5M | 0.15% | −32,424−1.0% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −39,194−100.0% | Sold out |
| Divergent Planning, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Selway Asset Management | – | – | – | – | Not filed |