UBS AM’s AllianceBernstein AB Stock Holding History

UBS AM’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.8K	Hold	1,500	–	–	﹤0.01%	2924
2026 Q1	$56.2K	Buy	+1,500	New	+$58.9K	﹤0.01%	2933

Other funds holding AB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS AM's AB Position: Q2 2026 in Review

UBS AM held its AllianceBernstein (AB) position steady in Q2 2026 at 1,500 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

UBS AM first reported a position in AB in Q1 2026 and has held it in 2 quarters since. The position peaked at $56.2K in Q1 2026. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

UBS AM held 1,500 shares of AllianceBernstein worth $52.8K as of Q2 2026.
UBS AM left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2924 holding.
UBS AM first reported a position in AllianceBernstein in Q1 2026 and has held it in 2 quarters since.
UBS AM's AllianceBernstein position peaked at $56.2K in Q1 2026.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.