13F reference period
Q2 2026
Security Snapshot
UBS AG - CAL LKD 61 (IFED) Institutional Ownership
CUSIP: 90278V768
13F Institutional Holders and Ownership History from Q4 2023 to Q2 2026
Institutions Reporting
2
Shares (Excl. Options)
608
Price
$40.00
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / CAL LKD 61
- Symbol
- IFED on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 608
- Total 13F value
- $24,320
- Portfolio coverage rank
- 0%
- Share change
- -12
- Value change
- -$480
- Number of holders
- 2
- SEC-reported price per share
- $46.45
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
Filing notes and source
Key facts
- IFED - UBS AG - CAL LKD 61 is tracked under CUSIP 90278V768.
- 2 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $25,662 to $24,320.
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 2 institutions filings for Q2 2026.
Security key
90278V768
13F reference period
Q2 2026
13F holders
2
13D/G owners
0
CIK / CUSIP context first
Open Q2 2026 holders
IFED full holder history
UBS AG SEC filings
UBS AG company facts
UBS AG 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 90278V768:
As of 30 Jun 2026, 2 institutional investors reported holding 608 shares of UBS AG - CAL LKD 61 (IFED).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Headline period
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 608 | $24,320 | -$480 | $40.00 | 2 |
| 2026 Q1 | 620 | $25,662 | -$26,386,981 | $41.39 | 2 |
| 2025 Q4 | 638,115 | $29,578,545 | +$29,570,111 | $46.35 | 1 |
| 2025 Q3 | 183 | $8,434 | +$46 | $46.09 | 1 |
| 2025 Q2 | 182 | $7,961 | $43.74 | 1 | |
| 2025 Q1 | 182 | $7,307 | $40.15 | 1 | |
| 2024 Q1 | 0 | $0 | -$350,455 | $46.45 | 0 |
| 2023 Q4 | 10,700 | $350,455 | +$350,455 | $32.75 | 1 |