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
Q3 2025 vs. Q2 2025
How the institutions holding UBS AG changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 31 | 1 | 30 | 0 |
| Shares | 6.60M | 4.80K | 6.60M | +7.38K (+0.1%) |
| Value | $171.7M | $124.8K | $165.1M | −$6.52M (−3.8%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held UBS AG at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Susquehanna International Group, LLP | 21,132 | $528.1K | 0.00% |
| First Horizon Corp | 4,800 | $120.0K | 0.01% |
| American National Bank | 1,780 | $44.5K | 0.00% |
Sold out (3)
Institutions that held UBS AG at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Kestra Advisory Services, LLC | 19,301 | $501.9K |
| Neuberger Berman Group LLC | 15,200 | $395.3K |
| Raymond James Financial Inc | 1,700 | $44.2K |
Not filed for Q3 2025 yet (1)
Institutions that held UBS AG at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| First Horizon Advisors, Inc. | 4,800 | $124.8K |