UBS Group’s Alerian MLP ETF AMLP Stock Holding History

UBS Group’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-37,500	Closed	-$1.81M	–	10190
2024 Q4	$1.81M	Buy	+37,500	New	+$1.8M	﹤0.01%	4817
2021 Q2	–	Sell	-314,000	Closed	-$9.58M	–	9352
2021 Q1	$9.58M	Hold	314,000	–	–	﹤0.01%	1990
2020 Q4	$8.06M	Hold	314,000	–	–	﹤0.01%	2017
2020 Q3	$6.27M	Buy	+314,000	New	+$7.27M	﹤0.01%	1990
2018 Q2	–	Sell	-120	Closed	-$6K	–	7956
2018 Q1	$6K	Buy	+120	New	+$6.42K	﹤0.01%	7130
2016 Q3	–	Sell	-2,000	Closed	-$127K	–	7649
2016 Q2	$127K	Hold	2,000	–	–	﹤0.01%	4867
2016 Q1	$109K	Sell	2,000 -22,320	-92%	-$1.13M	﹤0.01%	4906
2015 Q4	$1.47M	Sell	24,320 -11,000	-31%	-$688K	﹤0.01%	3095
2015 Q3	$2.2M	Buy	35,320 +4,560	+15%	+$332K	﹤0.01%	2653
2015 Q2	$2.39M	Sell	30,760 -119,740	-80%	-$9.96M	﹤0.01%	2807
2015 Q1	$12.5M	Buy	150,500 +21,680	+17%	+$1.83M	0.01%	1299
2014 Q4	$11.3M	Buy	+128,820	New	+$11.7M	0.01%	1411

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group's AMLP Position: Q1 2026 in Review

UBS Group increased its Alerian MLP ETF (AMLP) stake by 3.7% in Q1 2026, buying an estimated $5.76M and bringing the position to 3,195,287 shares worth $168M. The position accounts for 0.03% of the portfolio, ranked #702.

UBS Group first reported a position in AMLP in Q4 2014 and has held it in 46 quarters since. The position peaked at $319M in Q1 2017. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

UBS Group held 3,195,287 shares of Alerian MLP ETF worth $168M as of Q1 2026.
UBS Group bought 113,129 Alerian MLP ETF shares in Q1 2026, an estimated $5.76M.
Alerian MLP ETF made up 0.03% of UBS Group's portfolio in Q1 2026, its #702 holding.
UBS Group first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's Alerian MLP ETF position peaked at $319M in Q1 2017.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

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