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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group's AB Position: Q1 2026 in Review

UBS Group increased its AllianceBernstein (AB) stake by 10% in Q1 2026, buying an estimated $1.21M and bringing the position to 325,156 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

UBS Group first reported a position in AB in Q4 2014 and has held it in 46 quarters since. The position peaked at $49.4M in Q1 2025. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • UBS Group held 325,156 shares of AllianceBernstein worth $12.2M as of Q1 2026.
  • UBS Group bought 30,690 AllianceBernstein shares in Q1 2026, an estimated $1.21M.
  • AllianceBernstein made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3133 holding.
  • UBS Group first reported a position in AllianceBernstein in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's AllianceBernstein position peaked at $49.4M in Q1 2025.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.