13FBOX
UBS AG · 13F Institutional Holdings
Options Calculator Rankings
U

UBS AG

SLVO
Institutions
26
Combined AUM (Q2 2026)
$7.3M
Combined Shares (Q2 2026)
111,661
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+26,305
18 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-60,500
10 · 6 Exit · ≈
⚖️ Net
-34,195
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.3M
Institutions
26
New Buys
6
Adds
12
Reduces
4
Exits
6
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OSAIC HOLDINGS, INC.
<0.01%<0.01%#10$975,73814,995$1.2M13,469+1,526+11.33%Add
EASTERN BANK
0.01%0.02%#6$949,37114,590$1.2M13,740+850+6.19%Add
Split Rock Private Trading & Wealth Management, LLC
0.55%0.57%#1$795,93012,232$737,1308,295+3,937+47.46%Add
Belpointe Asset Management LLC
0.02%0.05%#5$713,16710,960$1.4M15,692-4,732-30.16%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#17$589,9909,067$1.4M16,030-6,963-43.44%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#8$450,2866,920$401,6484,520+2,400+53.10%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#15$445,4046,845$474,6035,341+1,504+28.16%Add
LPL Financial LLC
<0.01%<0.01%#16$417,7496,420$461,0975,189+1,231+23.72%Add
Mission Financial Group, LLC
0.3%0.29%#2$366,0335,625$312,3223,127+2,498+79.88%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#11$353,1725,428$473,4105,328+100+1.88%Add
Brookwood Investment Group LLC
0.03%#4$282,2094,337$00+4,337New Buy
Cetera Investment Advisers
<0.01%<0.01%#13$243,0833,736$279,0023,140+596+18.98%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#20$224,0363,443$00+3,443New Buy
UBS Group AG
<0.01%<0.01%#19$210,3063,232$10,130114+3,118+2,735.09%Add
DOVER ADVISORS, LLC
0.08%0.11%#3$202,0853,109$255,2962,873+236+8.21%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#22$11,387175$00+175New Buy
SWAN Capital LLC
<0.01%<0.01%#7$10,476161$1,42216+145+906.25%Add
City State Bank
<0.01%<0.01%#9$7,808120$10,66312000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#18$6,05293$00+93New Buy
FMR LLC
<0.01%#24$5,92191$00+91New Buy
MORGAN STANLEY
<0.01%<0.01%#25$1,62725$7,38280-55-68.75%Reduce
Grove Bank & Trust
<0.01%#14$1,62725$00+25New Buy
SIGNATUREFD, LLC
<0.01%<0.01%#21$1,30120$1,7772000.00%Unchanged
VISION FINANCIAL MARKETS LLC
<0.01%<0.01%#12$65310$8891000.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#26$971$8,03390-89-98.89%Reduce
Allworth Financial LP
<0.01%<0.01%#23$661$89100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow