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 2026 vs. Q4 2025
How the institutions holding UBS AG changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 27 | 2 | 29 | +4 |
| Shares | 6.56M | 3.14M | 6.51M | +3.08M (+89.8%) |
| Value | $166.7M | $79.3M | $188.9M | +$101.6M (+116.3%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held UBS AG at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,094,257 | $89.8M | 0.12% |
| Susquehanna International Group, LLP | 42,021 | $1.22M | 0.00% |
| CI Private Wealth, LLC | 11,868 | $344.5K | 0.00% |
| Commerce Bank | 9,475 | $275.1K | 0.00% |
| Genesis Financial Group, LLC | 8,050 | $233.7K | 0.16% |
| EP Wealth Advisors, LLC | 7,300 | $211.9K | 0.00% |
Sold out (2)
Institutions that held UBS AG at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| UBS Group AG | 414 | $10.5K |
| Bank of America Corp | – | $6.52K |
Not filed for Q1 2026 yet (2)
Institutions that held UBS AG at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| CIBC Private Wealth Group, LLC | 3,126,389 | $79.1M |
| FineMark National Bank & Trust | 9,475 | $239.7K |