UBS AG
AMUB· NYSE
AMUBUBS AG
Who holds UBS AG, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3.1M | −0.6% | $88.7M | 0.1% | Aug 13, 2026 |
| Wells Fargo & Company | 2.3M | −0.4% | $64.9M | 0.1% | Aug 14, 2026 |
| UBS Group AG | 760.8K | +22.6% | $24.1M | 0.1% | Aug 13, 2026 |
| Marion Wealth Management | 598.3K | −0.7% | $17.2M | 3.5% | Jul 16, 2026 |
| Envestnet Asset Management Inc | 206.9K | −2.2% | $6.7M | 0.1% | Sep 23, 2026 |
| Legacy Wealth Asset Management, LLC | 166.7K | −3.5% | $5.4M | 1.2% | Jul 9, 2026 |
| RHS Financial, LLC | 126.9K | +9.9% | $4.1M | 1.7% | Aug 7, 2026 |
| PNC Financial Services Group, Inc. | 137.3K | −0.3% | $4M | 0.1% | Aug 7, 2026 |
| MAI Capital Management | 100K | +0.0% | $2.9M | 0.1% | Aug 14, 2026 |
| Susquehanna International Group, LLP | 129.3K | +99.7% | $2.6M | 0.1% | Aug 14, 2026 |
| North Capital, Inc. | 87.2K | −1.0% | $1.9M | 1.4% | Jul 14, 2026 |
| MBL Wealth, LLC | 60K | −0.1% | $1.7M | 0.1% | Jul 15, 2026 |
| Jane Street Group, LLC | 124K | +471.7% | $1.6M | 0.1% | Aug 14, 2026 |
| &PARTNERS | 46.5K | +2.2% | $1.5M | 0.1% | Aug 14, 2026 |
| Wealth Enhancement Advisory Services, LLC | 24.6K | ±0% | $723.3K | 0.1% | Jul 15, 2026 |
| Glenmede Trust Co NA | 22K | New | $635K | 0.1% | Aug 10, 2026 |
| Diversified Trust Co | 21.2K | −7.0% | $609.8K | 0.1% | Jul 17, 2026 |
| Savvy Advisors, Inc. | 21K | −3.8% | $606.1K | 0.1% | Aug 3, 2026 |
| Citadel Advisors LLC | 18.5K | −0.5% | $532.3K | 0.1% | Sep 2, 2026 |
| Bruce G. Allen Investments, LLC | 15.7K | −5.2% | $510.5K | 0.3% | Jul 31, 2026 |
| IFP Advisors, Inc | 15.8K | −3.1% | $455.4K | 0.1% | Jul 20, 2026 |
| AlTi Global, Inc. | 11.9K | New | $384.7K | 0.1% | Aug 5, 2026 |
| CreativeOne Wealth, LLC | 25.9K | +3.4% | $372.3K | 0.1% | Aug 13, 2026 |
| Corient Private Wealth LLC | 10.3K | −53.6% | $334.4K | 0.1% | Aug 27, 2026 |
| Fifth Third Bancorp | 11.4K | −20.8% | $329.8K | 0.1% | Aug 5, 2026 |
| Callan Family Office, LLC | 10.7K | ±0% | $308.3K | 0.1% | Aug 11, 2026 |
| LPL Financial LLC | 10.4K | −8.7% | $298.5K | 0.1% | Aug 7, 2026 |
| Commerce Bank | 9.5K | ±0% | $272.9K | 0.1% | Aug 12, 2026 |
| Creative Planning | 9.4K | +16.8% | $270.5K | 0.1% | Aug 13, 2026 |
| ETF Store, Inc. | 8.8K | ±0% | $253.6K | 0.2% | Jul 29, 2026 |
| Hamilton Wealth, LLC | 11.7K | ±0% | $253.5K | 0.1% | Aug 6, 2026 |
| Dorsey & Whitney Trust CO LLC | 7.7K | −0.8% | $252.2K | 0.1% | Aug 14, 2026 |
| Genesis Financial Group, LLC | 8.6K | +6.2% | $246.3K | 0.2% | Aug 14, 2026 |
| Morgan Stanley | 8.5K | +70.2% | $229.4K | 0% | Aug 13, 2026 |
| EP Wealth Advisors, LLC | 7.3K | ±0% | $210.3K | 0.1% | Aug 12, 2026 |
| First Horizon Corp | 4.9K | +2.0% | $140.1K | 0.1% | Jul 20, 2026 |
| Disciplined Investments, LLC | 12.6K | ±0% | $95.6K | 0.1% | Aug 7, 2026 |
| JPMorgan Chase & Co | 3.3K | +1,722.2% | $92.1K | 0% | Aug 12, 2026 |
| Smartleaf Asset Management LLC | 2K | ±0% | $65K | 0.1% | Aug 12, 2026 |
| Private Trust Co NA | 1.8K | −63.8% | $51.8K | 0.1% | Jul 28, 2026 |
| American National Bank & Trust | 1.8K | ±0% | $51.3K | 0.1% | Jul 22, 2026 |
| Osaic Holdings, Inc. | 1.3K | −28.7% | $31.5K | 0% | Aug 14, 2026 |
| Geneos Wealth Management Inc. | 910 | +2.8% | $13.1K | 0.1% | Aug 6, 2026 |
| Institute for Wealth Management, LLC. | 242 | New | $7K | 0.1% | Jul 28, 2026 |
| Harbour Investments, Inc. | 220 | ±0% | $6.3K | 0.1% | Aug 12, 2026 |
| Huntington National Bank | 1 | ±0% | $29 | 0% | Aug 13, 2026 |
| Avion Wealth | 200 | ±0% | $0 | 0% | Jul 31, 2026 |
