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 $1.66T AUM 25.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

UBS Group's ARLP Position: Q1 2026 in Review

UBS Group increased its Alliance Resource Partners (ARLP) stake by 23% in Q1 2026, buying an estimated $275K and bringing the position to 56,870 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #5185.

UBS Group first reported a position in ARLP in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.8M in Q4 2016. 183 funds tracked by Wall St. Rank hold ARLP as of Q1 2026.

  • UBS Group held 56,870 shares of Alliance Resource Partners worth $1.57M as of Q1 2026.
  • UBS Group bought 10,629 Alliance Resource Partners shares in Q1 2026, an estimated $275K.
  • Alliance Resource Partners made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5185 holding.
  • UBS Group first reported a position in Alliance Resource Partners in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Alliance Resource Partners position peaked at $16.8M in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2026.

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