UBS AG - AMUB

Sector: Financial · Industry: National Commercial Banks
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$232.7M
QoQ value delta ($000)
-$3.206M (-1.36%)
Implied price effect (QoQ)
+0.23%
Shares
Total shares
8,063,292
QoQ shares delta
-129,870 (-1.59%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 11 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
CIBC Bancorp USA Inc. 88,669 3,075,807 0.11%
WELLS FARGO & COMPANY/MN 64,894 2,253,284 0.01%
UBS Group AG 24,079 760,795 0.0%
Marion Wealth Management 17,690 606,959 3.48%
ENVESTNET ASSET MANAGEMENT INC 6,737 206,905 0.0%
RHS Financial, LLC 5,677 150,235 1.92%
PNC FINANCIAL SERVICES GROUP, INC. 3,954 137,282 0.0%
MAI Capital Management 2,880 100,012 0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,588 129,291 0.0%
North Capital, Inc. 1,919 87,219 1.37%
MBL Wealth, LLC 1,741 59,740 0.1%
JANE STREET GROUP, LLC 1,580 124,026 0.0%
&PARTNERS 1,522 46,513 0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 923 31,066 0.0%
GLENMEDE TRUST CO NA 634 22,045 0.0%
Diversified Trust Co 609 21,171 0.01%
Savvy Advisors, Inc. 606 21,043 0.01%
CITADEL ADVISORS LLC 532 18,482 0.0%
Bruce G. Allen Investments, LLC 510 15,678 0.33%
IFP Advisors, Inc 466 15,990 0.01%
AlTi Global, Inc. 384 11,867 0.01%
CreativeOne Wealth, LLC 372 25,933 0.01%
Corient Private Wealth LP 334 10,270 0.0%
FIFTH THIRD BANCORP 329 11,449 0.0%
Callan Family Office, LLC 308 10,702 0.01%