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, Q1 2026
Institutional positions in UBS AG as of Mar 31, 2026. 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
- 29
- +4 vs. Q4 2025
- Shares held
- 6.51M
- +3.08M (+89.8%) vs. Q4 2025
- Total value
- $188.9M
- +$101.6M (+116.3%) vs. Q4 2025
- New holders
- 6
- 4 more added
- Sold out
- 2
- 7 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding UBS AG; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,094,257 | $89.8M | 0.12% | +3,094,257 | New |
| Wells Fargo & Company | 2,254,587 | $65.5M | 0.01% | −87,974−3.8% | Reduced |
| Marion Wealth Management | 602,363 | $17.5M | 3.88% | −5,204−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 137,694 | $4.00M | 0.00% | −790−0.6% | Reduced |
| MAI Capital Management | 100,001 | $2.90M | 0.02% | +110.0% | Added |
| MBL Wealth, LLC | 60,033 | $1.74M | 0.13% | +1,205+2.0% | Added |
| Susquehanna International Group, LLP | 42,021 | $1.22M | 0.00% | +42,021 | New |
| Wealth Enhancement Advisory Services, LLC | 24,600 | $710.7K | 0.00% | −241−1.0% | Reduced |
| Diversified Trust Co | 22,771 | $661.1K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 21,878 | $635.1K | 0.02% | −3,600−14.1% | Reduced |
| Citadel Advisors LLC | 18,583 | $539.5K | 0.00% | +248+1.4% | Added |
| IFP Advisors, Inc | 16,310 | $473.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14,449 | $419.5K | 0.00% | −3,500−19.5% | Reduced |
| CI Private Wealth, LLC | 11,868 | $344.5K | 0.00% | +11,868 | New |
| LPL Financial LLC | 11,350 | $329.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,080 | $321.7K | 0.00% | +6,876+163.6% | Added |
| Callan Family Office, LLC | 10,702 | $310.7K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 9,475 | $275.1K | 0.00% | +9,475 | New |
| ETF Store, Inc. | 8,805 | $255.6K | 0.25% | 00.0% | Unchanged |
| Genesis Financial Group, LLC | 8,050 | $233.7K | 0.16% | +8,050 | New |
| Creative Planning | 8,041 | $233.4K | 0.00% | −706−8.1% | Reduced |
| EP Wealth Advisors, LLC | 7,300 | $211.9K | 0.00% | +7,300 | New |
| First Horizon Corp | 4,800 | $139.3K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 2,300 | $66.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,800 | $52.3K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,780 | $51.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 600 | $17.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $6.39K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $29 | 0.00% | – | – |
| UBS Group AG | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | – | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| FineMark National Bank & Trust | – | – | – | – | Not filed |