UBS Group
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UBS Group’s AllianceBernstein AB Stock Holding History

UBS Group’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
2015
Q1 		– Sell
-100
Closed -$3K – 8713
2014
Q4 		$3K Buy
+100
New +$2.56K ﹤0.01% 9210

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group's AB Position: Q2 2026 in Review

UBS Group increased its AllianceBernstein (AB) stake by 42% in Q2 2026, buying an estimated $5.18M and bringing the position to 462,081 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

UBS Group first reported a position in AB in Q4 2014 and has held it in 47 quarters since. The position peaked at $49.4M in Q1 2025. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • UBS Group held 462,081 shares of AllianceBernstein worth $16.3M as of Q2 2026.
  • UBS Group bought 136,925 AllianceBernstein shares in Q2 2026, an estimated $5.18M.
  • AllianceBernstein made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2903 holding.
  • UBS Group first reported a position in AllianceBernstein in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's AllianceBernstein position peaked at $49.4M in Q1 2025.
  • 293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

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