Latest Period
Q2 2026
Security Snapshot
UBS AG - CAL LKD 51 (USML) Institutional Ownership
CUSIP: 90278V701
13F Institutional Holders and Ownership History from Q2 2022 to Q2 2026
Institutions Reporting
1
Shares (Excl. Options)
80,600
Price
$43.34
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- Security type / class
- Equity / CAL LKD 51
- Symbol
- USML
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 80,600
- Total 13F value
- $3,493,123
- Portfolio coverage rank
- 0%
- Share change
- -3,768
- Value change
- -$140,703
- Number of holders
- 1
- SEC-reported price per share
- $43.24
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- USML - UBS AG - CAL LKD 51 is tracked under CUSIP 90278V701.
- 1 institution reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 1 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,394,042 to $3,493,123.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1 institution filings for Q2 2026.
Security key
90278V701
Latest holder period
Q2 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 90278V701:
As of 30 Jun 2026, 1 institutional investors reported holding 80,600 shares of UBS AG - CAL LKD 51 (USML).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 80,600 | $3,493,123 | -$140,703 | $43.34 | 1 |
| 2026 Q1 | 84,368 | $3,394,042 | +$3,394,042 | $40.23 | 2 |
| 2025 Q2 | 0 | $0 | -$4,239 | $43.24 | 0 |
| 2025 Q1 | 100 | $4,239 | +$2,501 | $42.39 | 1 |
| 2024 Q4 | 41 | $1,573 | +$422 | $38.37 | 1 |
| 2024 Q3 | 30 | $1,229 | +$1,229 | $40.97 | 1 |
| 2022 Q3 | 0 | $0 | -$2,000 | $43.24 | 0 |
| 2022 Q2 | 88 | $2,000 | +$2,000 | $22.73 | 1 |