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

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $306M AUM 11.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Fairbanks Capital Management
Fairbanks Capital Management Rancho Santa Fe, California $166M AUM 7.6% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

UBS Group's ARLP Position: Q3 2026 in Review

UBS Group increased its Alliance Resource Partners (ARLP) stake by 4% in Q3 2026, buying an estimated $20K and bringing the position to 20,524 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #6185.

UBS Group first reported a position in ARLP in Q4 2014 and has held it in 48 quarters since. The position peaked at $16.8M in Q4 2016. 125 funds tracked by Wall St. Rank hold ARLP as of Q3 2026.

  • UBS Group held 20,524 shares of Alliance Resource Partners worth $499K as of Q3 2026.
  • UBS Group bought 787 Alliance Resource Partners shares in Q3 2026, an estimated $20K.
  • Alliance Resource Partners made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6185 holding.
  • UBS Group first reported a position in Alliance Resource Partners in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Alliance Resource Partners position peaked at $16.8M in Q4 2016.
  • 125 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2026.

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