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 | No change | 3,075,807 | 88,669 | 0.11% | 0.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,253,284 | 64,894 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 760,795 | 24,079 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marion Wealth Management | History | Added to | 606,959 | 17,690 | 3.48% | 3.51% | 4 | +8,633 | 1.44% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 206,905 | 6,737 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RHS Financial, LLC | History | Added to | 150,235 | 5,677 | 1.92% | 1.67% | 6 | +23,385 | 18.44% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 137,282 | 3,954 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 100,012 | 2,880 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 129,291 | 2,588 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Capital, Inc. | History | No change | 87,219 | 1,919 | 1.37% | 1.43% | 10 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 59,740 | 1,741 | 0.1% | 0.12% | 11 | -215 | -0.36% | Q3 2026 | Oct 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 124,026 | 1,580 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 46,513 | 1,522 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,066 | 923 | 0.0% | 0.0% | 14 | +6,466 | 26.28% | Q3 2026 | Oct 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 22,045 | 634 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 21,171 | 609 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savvy Advisors, Inc. | History | No change | 21,043 | 606 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,482 | 532 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 15,678 | 510 | 0.33% | 0.33% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Added to | 15,990 | 466 | 0.01% | 0.01% | 20 | +180 | 1.14% | Q3 2026 | Oct 16, 2026 |
| AlTi Global, Inc. | History | No change | 11,867 | 384 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 25,933 | 372 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 12,014 | 350 | 0.0% | 0.0% | 23 | +2,624 | 27.94% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 10,270 | 334 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,449 | 333 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 11,130 | 324 | 0.0% | — | 26 | +11,130 | New | Q3 2026 | Nov 02, 2026 |
| Callan Family Office, LLC | History | No change | 10,702 | 308 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 10,362 | 298 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 9,475 | 272 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ETF Store, Inc. | History | No change | 8,805 | 256 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Hamilton Wealth, LLC | History | No change | 11,713 | 253 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 7,744 | 252 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genesis Financial Group, LLC | History | No change | 8,550 | 246 | 0.16% | 0.16% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 8,520 | 229 | 0.0% | 0.0% | 34 | 0 | 0.0% | 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 |
| Disciplined Investments, LLC | History | No change | 12,628 | 95 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,280 | 92 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 2,612 | 76 | 0.0% | 0.01% | 38 | -2,282 | -46.63% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,014 | 65 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,780 | 51 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,551 | 45 | 0.0% | 0.0% | 41 | -249 | -13.83% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,300 | 31 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | New | 931 | 27 | 0.0% | — | 43 | +931 | New | Q3 2026 | Oct 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 910 | 13 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 220 | 6 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 242 | 6 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -166,719 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |