UBS AG
UCIB- 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; 12 institutions reported holding it in 13F filings for Q2 2026, worth $19.7M in total; no superinvestor holds it.
Other share classesAMUBBDCXBDCZCEFDHDLBIFEDMLPBMLPRMVRLPFFLSMHB
Q4 2022 vs. Q3 2022
How the institutions holding UBS AG changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 11 | 3 | 9 | +1 |
| Shares | 563.9K | 14.1K | 445.8K | −104.0K (−18.9%) |
| Value | $12.8M | $320.0K | $11.0M | −$1.46M (−11.7%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (1)
Institutions that held UBS AG at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CI Private Wealth, LLC | 10,270 | $253.9K | 0.00% |
Sold out (0)
Institutions that held UBS AG at the end of Q3 2022 and filed for Q4 2022 without it.
None.
Not filed for Q4 2022 yet (3)
Institutions that held UBS AG at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| CPWM, LLC | 10,270 | $233.0K |
| Danda Trouve Investment Management, Inc. | 1,948 | $44.0K |
| Covington Capital Management | 1,885 | $43.0K |