DOSSIER · 13F Holders · Q1 2026
SLVO

UBS AG

30 institutions still hold UBS AG as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 22542D225·30 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$12M
visible holders
Holders
30
filers reporting
Concentration
11.95%
JANE STREET GROUP, LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported SLVO in Q1 2026. JANE STREET GROUP, LLC leads at 12.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M16K0.00%Q1 2026
02
Claris Financial LLC
CIK 0002060278
$1M14K0.69%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M13K0.00%Q1 2026
04
OneAscent Family Office, LLC
CIK 0002055812
$1M12K0.75%Q1 2026
05
EASTERN BANK
CIK 0001126395
$949K15K0.01%Q2 2026
06
Split Rock Private Trading & Wealth Management, LLC
CIK 0002095884
$796K12K0.55%Q2 2026
07
Belpointe Asset Management LLC
CIK 0001721242
$713K11K0.02%Q2 2026
08
Marmo Financial Group, LLC
CIK 0001964829
$579K7K0.29%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$461K5K0.00%Q1 2026
10
Private Advisor Group, LLC
CIK 0001567755
$450K7K0.00%Q2 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$445K7K0.00%Q2 2026
12
Kestra Advisory Services, LLC
CIK 0001830819
$353K5K0.00%Q2 2026
13
Mission Financial Group, LLC
CIK 0002113810
$348K4K0.32%Q1 2025
14
HRT FINANCIAL LP
CIK 0001475597
$322K3K0.00%Q4 2025
15
Brookwood Investment Group LLC
CIK 0002066812
$282K4K0.03%Q2 2026
16
Cetera Investment Advisers
CIK 0001666741
$279K3K0.00%Q1 2026
17
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$269K3K0.00%Q2 2025
18
CITADEL ADVISORS LLC
CIK 0001423053
$256K3K0.00%Q4 2025
19
DOVER ADVISORS, LLC
CIK 0001964541
$255K3K0.11%Q1 2026
20
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$204K2K0.00%Q4 2025
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