UBS Group
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UBS Group’s Delek Logistics DKL Stock Holding History

UBS Group’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-6,400
Closed -$279K – 8548
2015
Q1 		$279K Buy
+6,400
New +$251K ﹤0.01% 4617

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

UBS Group's DKL Position: Q2 2026 in Review

UBS Group reduced its Delek Logistics (DKL) stake by 0.01% in Q2 2026, selling an estimated $458 and leaving 117,955 shares worth $6.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3955.

UBS Group first reported a position in DKL in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.97M in Q2 2017. 82 funds tracked by Wall St. Rank hold DKL as of Q2 2026.

  • UBS Group held 117,955 shares of Delek Logistics worth $6.08M as of Q2 2026.
  • UBS Group sold 9 Delek Logistics shares in Q2 2026, an estimated $458.
  • Delek Logistics made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3955 holding.
  • UBS Group first reported a position in Delek Logistics in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Delek Logistics position peaked at $7.97M in Q2 2017.
  • 82 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2026.

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