UBS AG - AMUB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | History | Reduced | 3,075,807 | 88,669 | 0.11% | 0.12% | 1 | -18,450 | -0.6% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,253,284 | 64,894 | 0.01% | 0.01% | 2 | -8,464 | -0.37% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 760,795 | 24,079 | 0.0% | 0.0% | 3 | +140,481 | 22.65% | Q2 2026 | Aug 13, 2026 |
| Marion Wealth Management | History | Reduced | 598,326 | 17,233 | 3.51% | 3.87% | 4 | -4,037 | -0.67% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 206,905 | 6,737 | 0.0% | 0.0% | 5 | -4,707 | -2.22% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 166,719 | 5,428 | 1.19% | 1.39% | 6 | -6,129 | -3.55% | Q2 2026 | Jul 09, 2026 |
| RHS Financial, LLC | History | Added to | 126,850 | 4,130 | 1.67% | 1.8% | 7 | +11,478 | 9.95% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 137,282 | 3,954 | 0.0% | 0.0% | 8 | -412 | -0.3% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Added to | 100,012 | 2,880 | 0.01% | 0.02% | 9 | +11 | 0.01% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 129,291 | 2,588 | 0.0% | 0.0% | 10 | +64,557 | 99.73% | Q2 2026 | Aug 14, 2026 |
| North Capital, Inc. | History | Reduced | 87,219 | 1,887 | 1.43% | 1.62% | 11 | -911 | -1.03% | Q2 2026 | Jul 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 59,955 | 1,726 | 0.12% | 0.13% | 12 | -78 | -0.13% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 124,026 | 1,580 | 0.0% | 0.0% | 13 | +102,330 | 471.65% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 46,513 | 1,522 | 0.01% | 0.01% | 14 | +1,020 | 2.24% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 24,600 | 723 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GLENMEDE TRUST CO NA | History | New | 22,045 | 634 | 0.0% | — | 16 | +22,045 | New | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | Reduced | 21,171 | 609 | 0.01% | 0.01% | 17 | -1,600 | -7.03% | Q2 2026 | Jul 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 21,043 | 606 | 0.01% | 0.02% | 18 | -835 | -3.82% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,482 | 532 | 0.0% | 0.0% | 19 | -101 | -0.54% | Q2 2026 | Sep 02, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 15,678 | 510 | 0.33% | 0.36% | 20 | -860 | -5.2% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Reduced | 15,810 | 455 | 0.01% | 0.01% | 21 | -500 | -3.07% | Q2 2026 | Jul 20, 2026 |
| AlTi Global, Inc. | History | New | 11,867 | 384 | 0.01% | — | 22 | +11,867 | New | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 25,933 | 372 | 0.01% | 0.01% | 23 | +863 | 3.44% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 10,270 | 334 | 0.0% | 0.0% | 24 | -11,868 | -53.61% | Q2 2026 | Aug 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,449 | 329 | 0.0% | 0.0% | 25 | -3,000 | -20.76% | Q2 2026 | Aug 05, 2026 |
| Callan Family Office, LLC | History | No change | 10,702 | 308 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 10,362 | 298 | 0.0% | 0.0% | 27 | -988 | -8.7% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 9,475 | 272 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 9,390 | 270 | 0.0% | 0.0% | 29 | +1,349 | 16.78% | Q2 2026 | Aug 13, 2026 |
| Hamilton Wealth, LLC | History | No change | 11,713 | 253 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ETF Store, Inc. | History | No change | 8,805 | 253 | 0.21% | 0.25% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 7,744 | 252 | 0.01% | 0.01% | 32 | -66 | -0.85% | Q2 2026 | Aug 14, 2026 |
| Genesis Financial Group, LLC | History | Added to | 8,550 | 246 | 0.16% | 0.15% | 33 | +500 | 6.21% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 8,520 | 229 | 0.0% | 0.0% | 34 | +3,513 | 70.16% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,300 | 210 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 4,894 | 140 | 0.01% | 0.01% | 36 | +94 | 1.96% | Q2 2026 | Jul 20, 2026 |
| Disciplined Investments, LLC | History | No change | 12,628 | 95 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,280 | 92 | 0.0% | 0.0% | 38 | +3,100 | 1722.22% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,014 | 65 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,800 | 51 | 0.0% | 0.01% | 41 | -3,170 | -63.78% | Q2 2026 | Jul 28, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,780 | 51 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,300 | 31 | 0.0% | 0.0% | 42 | -524 | -28.73% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 600 | 17 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 910 | 13 | 0.0% | 0.0% | 44 | +25 | 2.82% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | New | 242 | 6 | 0.0% | — | 46 | +242 | New | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 220 | 6 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89,329 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,809 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,080 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,871 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |