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
2023 Q1	–	Sell	-1,800	Closed	-$61.9K	–	9525
2022 Q4	$61.9K	Hold	1,800	–	–	﹤0.01%	6564
2022 Q3	$63K	Hold	1,800	–	–	﹤0.01%	6117
2022 Q2	$75K	Sell	1,800 -200	-10%	-$8.4K	﹤0.01%	5626
2022 Q1	$94K	Hold	2,000	–	–	﹤0.01%	5975
2021 Q4	$98K	Buy	2,000 +500	+33%	+$26.1K	﹤0.01%	6329
2021 Q3	$74K	Hold	1,500	–	–	﹤0.01%	6038
2021 Q2	$70K	Buy	1,500 +1,000	+200%	+$43.6K	﹤0.01%	6136
2021 Q1	$20K	Hold	500	–	–	﹤0.01%	7370
2020 Q4	$17K	Hold	500	–	–	﹤0.01%	7046
2020 Q3	$14K	Hold	500	–	–	﹤0.01%	6565
2020 Q2	$14K	Hold	500	–	–	﹤0.01%	6776
2020 Q1	$9K	Buy	+500	New	+$14.8K	﹤0.01%	6972
2019 Q1	–	Sell	-1,000	Closed	-$27K	–	7676
2018 Q4	$27K	Hold	1,000	–	–	﹤0.01%	6553
2018 Q3	$30K	Buy	+1,000	New	+$29.9K	﹤0.01%	6535

Other funds holding AB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

UBS Group's AB Position: Q3 2026 in Review

UBS Group increased its AllianceBernstein (AB) stake by 16% in Q3 2026, buying an estimated $2.72M and bringing the position to 536,358 shares worth $18.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

UBS Group first reported a position in AB in Q4 2014 and has held it in 48 quarters since. The position peaked at $49.4M in Q1 2025. 166 funds tracked by Wall St. Rank hold AB as of Q3 2026.

UBS Group held 536,358 shares of AllianceBernstein worth $18.7M as of Q3 2026.
UBS Group bought 74,277 AllianceBernstein shares in Q3 2026, an estimated $2.72M.
AllianceBernstein made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2729 holding.
UBS Group first reported a position in AllianceBernstein in Q4 2014 and has held it in 48 quarters since.
UBS Group's AllianceBernstein position peaked at $49.4M in Q1 2025.
166 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.