UBS Group
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UBS Group’s Alliance Resource Partners ARLP Stock Holding History

UBS Group’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$9K – 8774
2014
Q4 		$9K Buy
+200
New +$8.88K ﹤0.01% 8465

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

UBS Group's ARLP Position: Q2 2026 in Review

UBS Group reduced its Alliance Resource Partners (ARLP) stake by 65% in Q2 2026, selling an estimated $943K and leaving 19,737 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #6264.

UBS Group first reported a position in ARLP in Q4 2014 and has held it in 47 quarters since. The position peaked at $16.8M in Q4 2016. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • UBS Group held 19,737 shares of Alliance Resource Partners worth $473K as of Q2 2026.
  • UBS Group sold 37,133 Alliance Resource Partners shares in Q2 2026, an estimated $943K.
  • Alliance Resource Partners made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6264 holding.
  • UBS Group first reported a position in Alliance Resource Partners in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Alliance Resource Partners position peaked at $16.8M in Q4 2016.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

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