UBS AG (AMUB) — Institutional Holders, Q2 2026
28 institutional investment managers reported a AMUB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AMUB in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SUSQUEHANNA INTERNATIONAL GROUP, LLPNew · +54,604 sh+$3.6M
- Brookwood Investment GroupNew · +4,337 sh+$282.2K
- Split Rock Private Trading & Wealth ManagementAdded · +3,937 sh+$256.2K
- UBS Group AGAdded · +3,118 sh+$202.9K
- Private Advisor GroupAdded · +2,400 sh+$156.2K
Biggest sellers
- OneAscent Family OfficeSold out · -12,162 sh-$791.4K
- JANE STREET GROUPTrimmed · -6,963 sh-$453.1K
- Belpointe Asset ManagementTrimmed · -4,732 sh-$307.9K
- Colonial River Wealth ManagementSold out · -2,352 sh-$153.0K
- Kovack AdvisorsSold out · -1,536 sh-$99.9K
AMUB 13F holders ranked 1–28 of 28
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | North Capital#1 · 87,219 sh | 87,219 | $1.9M | — | -1.0% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#2 · 54,604 sh | 54,604 | $1.3M | <0.01% | New |
| 3 | OSAIC#3 · 14,995 sh | 14,995 | $975.7K | <0.01% | +7.9% |
| 4 | EASTERN BANK#4 · 14,590 sh | 14,590 | $949.4K | — | +6.2% |
| 5 | Split Rock Private Trading & Wealth Management#5 · 12,232 sh | 12,232 | $795.9K | — | +47.5% |
| 6 | Belpointe Asset Management#6 · 10,960 sh | 10,960 | $713.2K | 0.02% | -30.2% |
| 7 | JANE STREET GROUP#7 · 9,067 sh | 9,067 | $590.0K | 0.00% | -43.4% |
| 8 | Private Advisor Group#8 · 6,920 sh | 6,920 | $450.3K | <0.01% | +53.1% |
| 9 | ENVESTNET ASSET MANAGEMENT#9 · 6,845 sh | 6,845 | $445.4K | <0.01% | +28.2% |
| 10 | LPL Financial#10 · 6,420 sh | 6,420 | $417.7K | <0.01% | +23.7% |
| 11 | Mission Financial Group#11 · 5,625 sh | 5,625 | $366.0K | — | — |
| 12 | Kestra Advisory Services#12 · 5,428 sh | 5,428 | $353.2K | <0.01% | +1.9% |
| 13 | DOVER ADVISORS#13 · 3,109 sh | 3,109 | $310.5K | 0.13% | +8.2% |
| 14 | Brookwood Investment Group#14 · 4,337 sh | 4,337 | $282.2K | 0.03% | New |
| 15 | Hamilton Wealth#15 · 11,713 sh | 11,713 | $253.5K | 0.05% | 0.0% |
| 16 | Cetera Investment Advisers#16 · 3,736 sh | 3,736 | $243.1K | <0.01% | +19.0% |
| 17 | UBS Group AG#17 · 3,232 sh | 3,232 | $210.3K | 0.00% | +2735.1% |
| 18 | MORGAN STANLEY#18 · 1,527 sh | 1,527 | $34.1K | 0.00% | -0.4% |
| 19 | WELLS FARGO & COMPANY#19 · 1,012 sh | 1,012 | $22.0K | 0.00% | -86.0% |
| 20 | SWAN Capital#20 · 161 sh | 161 | $10.5K | <0.01% | +906.2% |
| 21 | City State Bank#21 · 120 sh | 120 | $7.8K | — | 0.0% |
| 22 | Integrated Wealth Concepts#22 · 93 sh | 93 | $6.1K | 0.00% | New |
| 23 | FMR#23 · 91 sh | 91 | $5.9K | 0.00% | New |
| 24 | Grove Bank#24 · 25 sh | 25 | $1.6K | — | New |
| 25 | SIGNATUREFD#25 · 20 sh | 20 | $1.3K | — | 0.0% |
| 26 | VISION FINANCIAL MARKETS#26 · 10 sh | 10 | $653.00 | — | 0.0% |
| 27 | Allworth Financial#27 · 1 sh | 1 | $66.00 | 0.00% | 0.0% |
| 28 | HUNTINGTON NATIONAL BANK#28 · 2 sh | 2 | $2.00 | 0.00% | 0.0% |
Funds that sold out of AMUB in Q2 2026 (5)
Held AMUB at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| OneAscent Family Office12,162 sh | 12,162 | $1.1M |
| Virtu Financial20,809 sh | 20,809 | $451.0K |
| Kovack Advisors1,536 sh | 1,536 | $349.8K |
| Colonial River Wealth Management2,352 sh | 2,352 | $209.0K |
| PRIVATE NA3,170 sh | 3,170 | $68.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.