UBS AG - AMUB

Sector: Financial · Industry: National Commercial Banks

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$232M

QoQ value delta ($000)

+$42.55M (+22.46%)

Implied price effect (QoQ)

+9.42%

Total shares

8,717,473

QoQ shares delta

+928,571 (+11.92%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 5 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
CIBC Private Wealth Group LLC	79,105	3,126,389	0.13%
WELLS FARGO & COMPANY/MN	59,419	2,350,362	0.01%
UBS Group AG	44,737	1,198,439	0.01%
Marion Wealth Management	15,951	607,567	3.54%
Legacy Wealth Asset Management, LLC	4,845	172,642	1.19%
ENVESTNET ASSET MANAGEMENT INC	4,712	167,903	0.0%
PNC FINANCIAL SERVICES GROUP, INC.	3,503	138,484	0.0%
RHS Financial, LLC	3,283	117,016	1.6%
MAI Capital Management	2,529	99,990	0.01%
North Capital, Inc.	1,647	87,201	1.42%
MBL Wealth, LLC	1,488	58,828	0.12%
JANE STREET GROUP, LLC	1,455	103,095	0.0%
IMC-Chicago, LLC	1,213	62,143	0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	938	84,562	0.0%
Savvy Advisors, Inc.	644	25,478	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	624	24,841	0.0%
Diversified Trust Co	576	22,771	0.01%
Bruce G. Allen Investments, LLC	464	16,538	0.31%
CITADEL ADVISORS LLC	463	18,335	0.0%
FIFTH THIRD BANCORP	454	17,949	0.0%
IFP Advisors, Inc	412	16,310	0.01%
CreativeOne Wealth, LLC	396	23,552	0.01%
Virtu Financial LLC	394	20,849	0.02%
Corient Private Wealth LLC	288	10,270	0.0%
LPL Financial LLC	287	11,350	0.0%