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UBS AG

SMHB
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; 3 institutions reported holding it in 13F filings for Q2 2026, worth $474.7K in total; no superinvestor holds it.

Other share classesAMUBBDCXBDCZCEFDHDLBIFEDMLPBMLPRMVRLPFFLUCIB

13F holders, Q2 2026

Institutional positions in UBS AG as of Jun 30, 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
3
0 vs. Q1 2026
Shares held
116.0K
+104.7K (+928.7%) vs. Q1 2026
Total value
$474.7K
+$434.4K (+1,078.6%) vs. Q1 2026
New holders
1
1 more added
Sold out
1
0 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMHB 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.

Institutional holdersQ2 2026: 3 institutions
Q1 2021: 4 institutionsQ2 2021: 4 institutionsQ3 2021: 5 institutionsQ4 2021: 2 institutionsQ1 2022: 3 institutionsQ2 2022: 3 institutionsQ3 2022: 3 institutionsQ4 2022: 3 institutionsQ1 2023: 2 institutionsQ2 2023: 3 institutionsQ3 2023: 3 institutionsQ4 2023: 4 institutionsQ1 2024: 2 institutionsQ2 2024: 2 institutionsQ3 2024: 3 institutionsQ4 2024: 3 institutionsQ1 2025: 4 institutionsQ2 2025: 3 institutionsQ3 2025: 4 institutionsQ4 2025: 4 institutionsQ1 2026: 3 institutionsQ2 2026: 3 institutions
Value heldQ2 2026: $474.7K
Q1 2021: $958.0KQ2 2021: $1.34MQ3 2021: $1.07MQ4 2021: $192.0KQ1 2022: $214.0KQ2 2022: $60.0KQ3 2022: $39.0KQ4 2022: $258.4KQ1 2023: $37.5KQ2 2023: $200.1KQ3 2023: $256.6KQ4 2023: $309.9KQ1 2024: $39.5KQ2 2024: $82.8KQ3 2024: $458.0KQ4 2024: $400.5KQ1 2025: $423.4KQ2 2025: $211.6KQ3 2025: $220.0KQ4 2025: $299.3KQ1 2026: $40.3KQ2 2026: $474.7K
Institutions holding SMHB and their total value by quarter
QuarterHoldersValue
Q2 20263$474.7K
Q1 20263$40.3K
Q4 20254$299.3K
Q3 20254$220.0K
Q2 20253$211.6K
Q1 20254$423.4K
Q4 20243$400.5K
Q3 20243$458.0K
Q2 20242$82.8K
Q1 20242$39.5K
Q4 20234$309.9K
Q3 20233$256.6K
Q2 20233$200.1K
Q1 20232$37.5K
Q4 20223$258.4K
Q3 20223$39.0K
Q2 20223$60.0K
Q1 20223$214.0K
Q4 20212$192.0K
Q3 20215$1.07M
Q2 20214$1.34M
Q1 20214$958.0K

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding UBS AG; share changes are against Q1 2026.

Institutions holding SMHB in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Jane Street Group, LLC97,281$398.7K0.00%+97,281New
Susquehanna International Group, LLP18,547$76.0K0.00%+8,256+80.2%Added
Avion Wealth200$00.00%00.0%Unchanged
UBS Group AG0$00.00%−788−100.0%Sold out