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
Q2 2026 vs. Q1 2026
How the institutions holding UBS AG changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 29 | 1 | 29 | +1 |
| Shares | 6.51M | 600 | 6.47M | −32.8K (−0.5%) |
| Value | $188.9M | $17.4K | $186.6M | −$2.33M (−1.2%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held UBS AG at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Glenmede Trust Co NA | 22,045 | $635.0K | 0.00% |
| JPMorgan Chase & Co | 2,900 | $83.3K | 0.00% |
| Institute for Wealth Management, LLC. | 242 | $6.97K | 0.00% |
Sold out (2)
Institutions that held UBS AG at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CI Private Wealth, LLC | 11,868 | $344.5K |
| Kestra Advisory Services, LLC | 11,080 | $321.7K |
Not filed for Q2 2026 yet (1)
Institutions that held UBS AG at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 600 | $17.4K |