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 | New | 3,094,257 | 89,829 | 0.12% | — | 1 | +3,094,257 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,126,389 | 79,105 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,261,748 | 65,608 | 0.01% | 0.01% | 3 | -88,614 | -3.77% | Q1 2026 | May 11, 2026 |
| Marion Wealth Management | History | Reduced | 602,363 | 17,487 | 3.87% | 3.54% | 4 | -5,204 | -0.86% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 620,314 | 16,467 | 0.0% | 0.01% | 5 | -578,125 | -48.24% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 211,612 | 6,975 | 0.0% | 0.0% | 6 | +43,709 | 26.03% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 172,848 | 5,698 | 1.39% | 1.19% | 7 | +206 | 0.12% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 137,694 | 3,997 | 0.0% | 0.0% | 8 | -790 | -0.57% | Q1 2026 | May 08, 2026 |
| RHS Financial, LLC | History | Reduced | 115,372 | 3,803 | 1.8% | 1.6% | 9 | -1,644 | -1.4% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 100,001 | 2,903 | 0.02% | 0.01% | 10 | +11 | 0.01% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 89,329 | 2,574 | 0.0% | 0.0% | 11 | +27,186 | 43.75% | Q1 2026 | May 05, 2026 |
| North Capital, Inc. | History | Added to | 88,130 | 1,912 | 1.62% | 1.42% | 12 | +929 | 1.07% | Q1 2026 | Apr 30, 2026 |
| MBL Wealth, LLC | History | Added to | 60,033 | 1,742 | 0.13% | 0.12% | 13 | +1,205 | 2.05% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | New | 45,493 | 1,499 | 0.01% | — | 14 | +45,493 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 64,734 | 1,352 | 0.0% | 0.0% | 15 | -19,828 | -23.45% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,696 | 1,217 | 0.0% | 0.0% | 16 | -81,399 | -78.96% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,600 | 710 | 0.0% | 0.0% | 17 | -241 | -0.97% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 22,138 | 683 | 0.0% | 0.0% | 18 | +11,868 | 115.56% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | No change | 22,771 | 661 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 21,878 | 635 | 0.02% | 0.02% | 20 | -3,600 | -14.13% | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 16,538 | 545 | 0.36% | 0.31% | 21 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,583 | 539 | 0.0% | 0.0% | 22 | +248 | 1.35% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 16,310 | 473 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Virtu Financial LLC | History | Reduced | 20,809 | 451 | 0.02% | 0.02% | 24 | -40 | -0.19% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 14,449 | 419 | 0.0% | 0.0% | 25 | -3,500 | -19.5% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 25,070 | 377 | 0.01% | 0.01% | 26 | +1,518 | 6.45% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | No change | 11,350 | 329 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,080 | 321 | 0.0% | 0.0% | 28 | +6,876 | 163.56% | Q1 2026 | Apr 30, 2026 |
| Callan Family Office, LLC | History | No change | 10,702 | 310 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | New | 9,475 | 275 | 0.0% | — | 30 | +9,475 | New | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 7,810 | 257 | 0.01% | 0.01% | 31 | -76 | -0.96% | Q1 2026 | May 14, 2026 |
| ETF Store, Inc. | History | No change | 8,805 | 255 | 0.25% | 0.23% | 32 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hamilton Wealth, LLC | History | No change | 11,713 | 254 | 0.02% | 0.04% | 33 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FineMark National Bank & Trust | History | No change | 9,475 | 239 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Genesis Financial Group, LLC | History | New | 8,050 | 233 | 0.15% | — | 36 | +8,050 | New | Q1 2026 | May 18, 2026 |
| Creative Planning | History | Reduced | 8,041 | 233 | 0.0% | 0.0% | 35 | -706 | -8.07% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,300 | 211 | 0.0% | — | 37 | +7,300 | New | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | No change | 4,800 | 139 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 5,007 | 129 | 0.0% | 0.0% | 39 | -4,356 | -46.52% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,970 | 121 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Disciplined Investments, LLC | History | No change | 12,628 | 96 | 0.03% | 0.04% | 41 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 2,014 | 66 | 0.0% | — | 42 | +2,014 | New | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,780 | 51 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,824 | 43 | 0.0% | 0.0% | 44 | +500 | 37.76% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,871 | 28 | 0.0% | — | 45 | +1,871 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 600 | 17 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 885 | 13 | 0.0% | 0.0% | 47 | +16 | 1.84% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 220 | 6 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 180 | 5 | 0.0% | 0.0% | 49 | -2 | -1.1% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -36,140 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |