UCIB UBS AG LONDON BRANCH

Ownership history in Corient Private Wealth LLC  ·  12 quarters on record

AI Ownership Summary

Corient Private Wealth LLC reported UBS AG LONDON BRANCH (UCIB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows UCIB at 0.00% 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 UCIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Corient Private Wealth 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

UCIB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

How Corient Private Wealth LLC held UCIB — position size vs. price
% of Fund (quarterly)    UCIB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,270 0% 0.00% $288K 2026-02-14 (Est.) $29.24
2025 Q3 UNCHANGED 10,270 0% 0.00% $279K 2025-11-14 $27.63
2025 Q2 UNCHANGED 10,270 0% 0.00% $271K 2025-08-15 $26.44
2025 Q1 UNCHANGED 10,270 0% 0.00% $273K 2025-05-14 $26.16
2024 Q4 UNCHANGED 10,270 0% 0.00% $265K 2025-02-10 $26.86
2024 Q3 UNCHANGED 10,270 0% 0.00% $267K 2024-11-12 $24.75
2024 Q2 UNCHANGED 10,270 0% 0.00% $268K 2024-08-13 $25.37
2024 Q1 UNCHANGED 10,270 0% 0.00% $262K 2024-05-09 $26.32
2023 Q4 UNCHANGED 10,270 0% 0.00% $248K 2024-02-09 $24.32
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Corient Private Wealth LLC and UCIB

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

How long has Corient Private Wealth LLC reported owning UCIB?

Corient Private Wealth LLC reported UCIB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UCIB position in Corient Private Wealth LLC's portfolio?

The largest reported portfolio weight for UCIB was 0.00% in 2024 Q2.

What is the latest reported UCIB position on this page?

The most recent filing on this page is 2025 Q4, when Corient Private Wealth LLC reported 10,270 shares, equal to 0.00% of portfolio, with an estimated market value of $288K.

What does the chart on this UCIB ownership page compare?

The chart compares Corient Private Wealth LLC's quarterly UCIB 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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