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 $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group's AMLP Position: Q2 2026 in Review

UBS Group reduced its Alerian MLP ETF (AMLP) stake by 5.3% in Q2 2026, selling an estimated $8.95M and leaving 3,024,792 shares worth $157M. The position accounts for 0.02% of the portfolio, ranked #812.

UBS Group first reported a position in AMLP in Q4 2014 and has held it in 47 quarters since. The position peaked at $319M in Q1 2017. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

UBS Group held 3,024,792 shares of Alerian MLP ETF worth $157M as of Q2 2026.
UBS Group sold 170,495 Alerian MLP ETF shares in Q2 2026, an estimated $8.95M.
Alerian MLP ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #812 holding.
UBS Group first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's Alerian MLP ETF position peaked at $319M in Q1 2017.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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