UBS AG - AMUB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 Private Wealth Group LLC | History | Added to | 3,126,389 | 79,105 | 0.13% | 0.13% | 1 | +10,976 | 0.35% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,350,362 | 59,419 | 0.01% | 0.01% | 2 | -283,774 | -10.77% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,198,439 | 44,737 | 0.01% | 0.0% | 3 | +1,191,938 | 18334.69% | Q4 2025 | Jan 29, 2026 |
| Marion Wealth Management | History | Added to | 607,567 | 15,951 | 3.54% | 3.49% | 4 | +18,434 | 3.13% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 172,642 | 4,845 | 1.19% | 1.11% | 5 | +4,285 | 2.55% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 167,903 | 4,712 | 0.0% | 0.0% | 6 | +4,956 | 3.04% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 138,484 | 3,503 | 0.0% | 0.0% | 7 | -10,155 | -6.83% | Q4 2025 | Feb 06, 2026 |
| RHS Financial, LLC | History | Added to | 117,016 | 3,283 | 1.6% | 1.64% | 8 | +734 | 0.63% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Reduced | 99,990 | 2,529 | 0.01% | 0.02% | 9 | -218 | -0.22% | Q4 2025 | Feb 13, 2026 |
| North Capital, Inc. | History | Reduced | 87,201 | 1,647 | 1.42% | 1.28% | 10 | -2,076 | -2.33% | Q4 2025 | Feb 18, 2026 |
| MBL Wealth, LLC | History | Added to | 58,828 | 1,488 | 0.12% | 0.13% | 11 | +200 | 0.34% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 103,095 | 1,455 | 0.0% | 0.0% | 12 | +43,911 | 74.19% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 62,143 | 1,213 | 0.0% | 0.0% | 13 | +58 | 0.09% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 84,562 | 938 | 0.0% | 0.0% | 14 | -42,770 | -33.59% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 25,478 | 644 | 0.02% | 0.03% | 15 | -1,320 | -4.93% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,841 | 624 | 0.0% | 0.0% | 16 | +241 | 0.98% | Q4 2025 | Jan 08, 2026 |
| Diversified Trust Co | History | Added to | 22,771 | 576 | 0.01% | 0.01% | 17 | +1,991 | 9.58% | Q4 2025 | Jan 09, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 16,538 | 464 | 0.31% | 0.32% | 18 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,335 | 463 | 0.0% | 0.0% | 19 | +1,064 | 6.16% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 17,949 | 454 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 16,310 | 412 | 0.01% | 0.01% | 21 | -200 | -1.21% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,552 | 396 | 0.01% | 0.01% | 22 | +23 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 20,849 | 394 | 0.02% | — | 23 | +20,849 | New | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth LLC | History | No change | 10,270 | 288 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| LPL Financial LLC | History | Reduced | 11,350 | 287 | 0.0% | 0.0% | 25 | -2,190 | -16.17% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | No change | 10,702 | 270 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | No change | 9,475 | 239 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ETF Store, Inc. | History | Reduced | 8,805 | 222 | 0.23% | 0.23% | 28 | -42 | -0.47% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Reduced | 8,747 | 221 | 0.0% | 0.0% | 30 | -2,537 | -22.48% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 7,886 | 221 | 0.01% | 0.01% | 29 | +177 | 2.3% | Q4 2025 | Feb 11, 2026 |
| Hamilton Wealth, LLC | History | No change | 11,713 | 221 | 0.04% | 0.05% | 31 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Reduced | 9,363 | 196 | 0.0% | 0.0% | 32 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 4,800 | 121 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,204 | 106 | 0.0% | — | 34 | +4,204 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,970 | 105 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Disciplined Investments, LLC | History | No change | 12,628 | 103 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,780 | 45 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,324 | 23 | 0.0% | 0.0% | 38 | -3,589 | -73.05% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 600 | 15 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 869 | 14 | 0.0% | 0.0% | 40 | +629 | 262.08% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,140 | 8 | 0.0% | 0.0% | 41 | -9,662 | -21.1% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 220 | 5 | 0.0% | — | 43 | +220 | New | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 182 | 5 | 0.0% | 0.0% | 42 | -106 | -36.81% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,808 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,871 | -100.0% | Q3 2025 | Nov 18, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |