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UBS AG hedge fund holdings

UCIBNYSE
$37.86+0.29 (+0.77%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UCIB · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+38.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202532$925K$278K9Aug 14, 2025
Q3 202542$1.41M$364K9Nov 14, 2025
Q4 202503$285K$89.9K10Feb 14, 2026
Q1 202632$3.01M$718K11May 15, 2026
Q2 202622$711K$655K12Aug 14, 2026

Quarterly action breakdown

Q2 2026
12 filers
New position
1
$304K+9.34K sh
Increased
1
$407K+12.5K sh
Reduced
1
-$383K-11.8K sh
Out / sold
1
-$272K-8.35K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
RHS Financial, LLCAdded 9.95%+$374K$4.13M1.67%Aug 7, 2026
Legacy Wealth Asset Management, LLCReduce 3.55%-$200K$5.43M1.19%Jul 9, 2026
&PartnersAdded 2.24%+$33.4K$1.52M0.01%Aug 14, 2026
Bruce G. Allen Investments, LLCReduce 5.20%-$28K$511K0.33%Jul 31, 2026
Dorsey & Whitney Trust CO LLCReduce 0.85%-$2.15K$252K0.01%Aug 14, 2026

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