Comparable stake leader
Marion Wealth Management
SEC ownership of UBS AG
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001114446.
Disclosed value leader
Marion Wealth Management
Comparable rows
0/22
Latest evidence
30 Sep 2026
- Public ticker
- AMUB, BDCX, BDCZ, CEFD, HDLB, IFED, MLPB, MLPR, MVRL, PFFL, SMHB, UCIB on NYSE
- Parsed ownership sources
-
13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Marion Wealth Management
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001114446
- Issuer location
- Zurich, Switzerland
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of UBS AG (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Marion Wealth Management
Disclosed value leader
Marion Wealth Management
Comparable rows
0/22
Latest evidence
30 Sep 2026
13F
Highest disclosed value: $17,690,796
22 rows are not safely comparable across share classes.
Showing 1-8 of 22 holder rows.
Quick read
Marion Wealth Management has the largest disclosed position value at $17.69M.
0 of 22 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Marion Wealth Management's linked filing trail.
Disclosed position value
Top 5
Marion Wealth Management
$17.69M
RHS Financial, LLC
$5.68M
MAI Capital Management
$2.86M
North Capital, Inc.
$1.92M
MBL Wealth, LLC
$1.74M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 22 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Marion Wealth Management |
13F
Company
|
—
denominator unverified
|
$17,690,796
606,959 shares
|
— | 30 Sep 2026 |
| RHS Financial, LLC |
13F
Company
|
—
denominator unverified
|
$5,677,381
150,235 shares
|
— | 30 Sep 2026 |
| MAI Capital Management |
13F
Company
|
—
denominator unverified
|
$2,857,025
98,023 shares
|
— | 30 Sep 2026 |
| North Capital, Inc. |
13F
Company
|
—
denominator unverified
|
$1,919,238
87,219 shares
|
— | 30 Sep 2026 |
| MBL Wealth, LLC |
13F
Company
|
—
denominator unverified
|
$1,741,218
59,740 shares
|
— | 30 Sep 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
Company
|
—
denominator unverified
|
$923,546
31,066 shares
|
— | 30 Sep 2026 |
| Diversified Trust Co |
13F
Company
|
—
denominator unverified
|
$617,063
21,171 shares
|
— | 30 Sep 2026 |
| CreativeOne Wealth, LLC |
13F
Company
|
—
denominator unverified
|
$539,375
36,214 shares
|
— | 30 Sep 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 15 Nov 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Recent insider transactions for UBS AG
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.