As of 30 Sep 2025, 10 institutional investors reported holding 504,025 shares of UBS AG - ETRACS UBS BLOOM (UCIB).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 172,642 | $4,845,060 | +$120,255 | $28.06 | 1 |
| 2025 Q3 | 504,025 | $13,696,475 | +$1,052,878 | $27.17 | 10 |
| 2025 Q2 | 465,672 | $12,274,694 | +$646,563 | $26.36 | 10 |
| 2025 Q1 | 441,143 | $11,714,641 | +$558,347 | $26.56 | 10 |
| 2024 Q4 | 420,533 | $10,781,901 | -$281,224 | $25.76 | 9 |
| 2024 Q3 | 431,155 | $11,199,610 | -$1,748,702 | $25.97 | 11 |
| 2024 Q2 | 498,344 | $13,006,906 | +$554,465 | $26.10 | 12 |
| 2024 Q1 | 477,102 | $12,168,742 | +$203,161 | $25.51 | 10 |
| 2023 Q4 | 471,604 | $11,395,824 | +$755,776 | $24.16 | 11 |
| 2023 Q3 | 423,786 | $10,764,611 | -$448,880 | $25.40 | 7 |
| 2023 Q2 | 442,243 | $10,373,184 | -$569,008 | $23.45 | 8 |
| 2023 Q1 | 466,493 | $11,342,321 | +$496,621 | $24.32 | 8 |
| 2022 Q4 | 445,765 | $11,020,853 | -$2,824,782 | $24.72 | 9 |
| 2022 Q3 | 563,852 | $12,804,000 | -$306,967 | $22.71 | 11 |
| 2022 Q2 | 572,947 | $13,907,000 | +$458,342 | $24.27 | 12 |
| 2022 Q1 | 510,161 | $13,192,000 | -$44,438 | $25.86 | 10 |
| 2021 Q4 | 514,220 | $10,752,000 | -$243,861 | $20.91 | 11 |
| 2021 Q3 | 525,880 | $10,541,000 | -$1,027,321 | $20.04 | 11 |
| 2021 Q2 | 577,126 | $11,158,000 | -$15,006 | $19.33 | 10 |
| 2021 Q1 | 579,429 | $9,778,000 | -$681,048 | $16.87 | 9 |
| 2020 Q4 | 619,820 | $9,438,000 | -$381,405 | $15.23 | 7 |
| 2020 Q3 | 462,917 | $6,154,000 | -$72,836 | $13.30 | 7 |
| 2020 Q2 | 468,375 | $5,727,000 | +$1,739,001 | $12.24 | 6 |
| 2020 Q1 | 327,242 | $3,584,000 | +$3,584,001 | $10.93 | 6 |
| 2017 Q4 | 0 | $0 | -$181,000 | $28.06 | 0 |
| 2017 Q3 | 12,870 | $181,000 | +$181,000 | $14.06 | 1 |
| 2017 Q1 | 0 | $0 | -$32,000 | $28.06 | 0 |
| 2016 Q4 | 2,300 | $32,000 | +$32,000 | $13.91 | 1 |