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, Q4 2025
Institutional positions in UBS AG as of Dec 31, 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
- 27
- −2 vs. Q3 2025
- Shares held
- 6.56M
- −31.4K (−0.5%) vs. Q3 2025
- Total value
- $166.7M
- +$1.84M (+1.1%) vs. Q3 2025
- New holders
- 2
- 6 more added
- Sold out
- 4
- 9 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding UBS AG; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 3,126,389 | $79.1M | 0.13% | +10,976+0.4% | Added |
| Wells Fargo & Company | 2,342,561 | $59.3M | 0.01% | −8,850−0.4% | Reduced |
| Marion Wealth Management | 607,567 | $16.0M | 3.54% | +18,434+3.1% | Added |
| The PNC Financial Services Group, Inc. | 138,484 | $3.50M | 0.00% | −10,155−6.8% | Reduced |
| MAI Capital Management | 99,990 | $2.53M | 0.01% | −218−0.2% | Reduced |
| MBL Wealth, LLC | 58,828 | $1.49M | 0.12% | +200+0.3% | Added |
| Savvy Advisors, Inc. | 25,478 | $644.7K | 0.02% | −1,320−4.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,841 | $624.9K | 0.00% | +241+1.0% | Added |
| Diversified Trust Co | 22,771 | $576.2K | 0.01% | +1,991+9.6% | Added |
| Citadel Advisors LLC | 18,335 | $463.9K | 0.00% | +1,064+6.2% | Added |
| Fifth Third Bancorp | 17,949 | $454.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16,310 | $412.7K | 0.01% | −200−1.2% | Reduced |
| LPL Financial LLC | 11,350 | $287.2K | 0.00% | −2,190−16.2% | Reduced |
| Callan Family Office, LLC | 10,702 | $270.8K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,475 | $239.7K | 0.01% | 00.0% | Unchanged |
| ETF Store, Inc. | 8,805 | $222.8K | 0.23% | −42−0.5% | Reduced |
| Creative Planning | 8,747 | $221.3K | 0.00% | −2,537−22.5% | Reduced |
| First Horizon Corp | 4,800 | $121.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,204 | $106.4K | 0.00% | +4,204 | New |
| Morgan Stanley | 2,300 | $58.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,800 | $45.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,780 | $45.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 414 | $10.5K | 0.00% | −726−63.7% | Reduced |
| Bank of America Corp | – | $6.52K | 0.00% | – | – |
| Harbour Investments, Inc. | 220 | $5.57K | 0.00% | +220 | New |
| Huntington National Bank | – | $25 | 0.00% | – | – |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,132−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −15,808−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |