MLPB — UBS AG LONDON BRANCH

Ownership history in CIBC Private Wealth Group LLC  ·  24 quarters on record

AI Ownership Summary

CIBC Private Wealth Group LLC reported UBS AG LONDON BRANCH (MLPB) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.16% in 2025 Q1. The latest visible filing shows MLPB at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MLPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CIBC Private Wealth Group LLC's position in UBS AG LONDON BRANCH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MLPB was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MLPB stock page CIBC Private Wealth Group LLC fund profile CIBC Private Wealth Group LLC full holdings
How CIBC Private Wealth Group LLC held MLPB — position size vs. price
% of Fund (quarterly)    MLPB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,126,389 +10,976 +0.4% 0.13% $79.1M 2026-02-14 (Est.) $28.26
2025 Q3 REDUCED 3,115,413 -55,626 -1.8% 0.13% $77.9M 2025-11-24 $24.76
2025 Q2 REDUCED 3,171,039 -32,424 -1.0% 0.15% $82.5M 2025-08-12 $24.74
2025 Q1 REDUCED 3,203,463 -120,603 -3.6% 0.16% $75.2M 2025-05-14 $24.83
2024 Q4 REDUCED 3,324,066 -43,294 -1.3% 0.16% $86.3M 2025-02-12 $25.15
2024 Q3 ADDED 3,367,360 +55,972 +1.7% 0.15% $81.9M 2024-11-13 $22.49
2024 Q2 ADDED 3,311,388 +68,417 +2.1% 0.15% $82.1M 2024-08-09 $21.23
2024 Q1 ADDED 3,242,971 +468,995 +16.9% 0.15% $78.3M 2024-05-10 $21.30
2023 Q4 REDUCED 2,773,976 -129,933 -4.5% 0.13% $59.3M 2024-02-13 $19.22
2023 Q3 REDUCED 2,903,909 -40,244 -1.4% 0.15% $61.7M 2023-11-13 $18.16
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MLPB

As of 2025 Q4 — sorted by position size

Marion Wealth Management 3Y 3.54% ETF Store, Inc. 3Y 0.23% Savvy Advisors, Inc. 0.02% MAI Capital Management 3Y 7Y 0.01% WELLS FARGO & COMPANY/MN 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.01% FineMark National Bank & Trust 3Y 7Y 0.01% Callan Family Office, LLC 3Y 0.01% FIRST HORIZON CORP 3Y 7Y 0.01%

FAQ About CIBC Private Wealth Group LLC and MLPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CIBC Private Wealth Group LLC reported owning MLPB?

CIBC Private Wealth Group LLC reported MLPB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MLPB position in CIBC Private Wealth Group LLC's portfolio?

The largest reported portfolio weight for MLPB was 0.16% in 2025 Q1.

What is the latest reported MLPB position on this page?

The most recent filing on this page is 2025 Q4, when CIBC Private Wealth Group LLC reported 3,126,389 shares, equal to 0.13% of portfolio, with an estimated market value of $79.1M.

What does the chart on this MLPB ownership page compare?

The chart compares CIBC Private Wealth Group LLC's quarterly MLPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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