유니언 퍼시픽 주식회사
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership38,555 shares
Latest Disclosed Value $ 9,354,301
AE Wealth Management LLC reports 5.16% increase in ownership of UNP / Union Pacific Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 38,555 shares of Union Pacific Corporation (MX:UNP) valued at $9,354,301 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 36,664 shares of Union Pacific Corporation. This represents a change in shares of 5.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F UNION PAC COM 907818108 38,555 1,891 5.16 9,354 10.29 0.0015
2026-01-26 2025-12-31 13F UNION PAC COM 907818108 36,664 8,719 31.20 8,481 28.40 0.0487
2025-11-03 2025-09-30 13F UNION PAC COM 907818108 27,945 1,516 5.74 6,606 8.63 0.0421
2025-08-06 2025-06-30 13F UNION PAC COM 907818108 26,429 1,180 4.67 6,081 1.93 0.0444
2025-05-06 2025-03-31 13F UNION PAC COM 907818108 25,249 596 2.42 5,965 6.10 0.0502
2025-02-13 2024-12-31 13F UNION PAC COM 907818108 24,653 373 1.54 5,622 -6.05 0.0477
2024-11-14 2024-09-30 13F UNION PAC COM 907818108 24,280 -72,360 -74.88 5,984 -72.63 0.0543
2024-08-12 2024-06-30 13F UNION PAC COM 907818108 96,640 34,993 56.76 21,866 44.22 0.2187
2024-05-15 2024-03-31 13F UNION PAC COM 907818108 61,647 -25,431 -29.20 15,161 -27.57 0.1714
2024-02-14 2023-12-31 13F UNION PAC COM 907818108 87,078 10,941 14.37 20,933 35.02 0.1069
2023-10-11 2023-09-30 13F UNION PAC COM 907818108 76,137 18,292 31.62 15,504 30.98 0.0927
2023-07-10 2023-06-30 13F UNION PAC COM 907818108 57,845 -29,470 -33.75 11,836 -32.64 0.0712
2023-04-14 2023-03-31 13F UNION PAC COM 907818108 87,315 10,812 14.13 17,573 10.93 0.1131
2023-01-31 2022-12-31 13F UNION PAC COM 907818108 76,503 37 0.05 15,842 6.34 0.1145
2022-10-25 2022-09-30 13F UNION PAC COM 907818108 76,466 8,715 12.86 14,897 3.09 0.1181
2022-08-03 2022-06-30 13F UNION PAC COM 907818108 67,751 -2,691 -3.82 14,450 -24.92 0.1156
2022-04-18 2022-03-31 13F UNION PAC COM 907818108 70,442 5,318 8.17 19,245 17.30 0.1320
2022-01-20 2021-12-31 13F UNION PAC COM 907818108 65,124 424 0.66 16,407 29.37 0.1144
2021-11-01 2021-09-30 13F UNION PAC COM 907818108 64,700 4,980 8.34 12,682 -3.44 0.1045
2021-07-21 2021-06-30 13F UNION PAC COM 907818108 59,720 7,672 14.74 13,134 14.49 0.1147
2021-04-27 2021-03-31 13F UNION PAC COM 907818108 52,048 7,737 17.46 11,472 24.34 0.1158
2021-02-01 2020-12-31 13F UNION PAC COM 907818108 44,311 3,290 8.02 9,226 14.24 0.1047
2020-11-06 2020-09-30 13F UNION PAC COM 907818108 41,021 9,254 29.13 8,076 50.36 0.1153
2020-08-05 2020-06-30 13F UNION PAC COM 907818108 31,767 6,305 24.76 5,371 49.57 0.0830
2020-05-07 2020-03-31 13F UNION PAC COM 907818108 25,462 -2,904 -10.24 3,591 -29.97 0.0825
2020-01-15 2019-12-31 13F UNION PACIFIC COM 907818108 28,366 4,772 20.23 5,128 34.17 0.1113
2019-11-05 2019-09-30 13F UNION PACIFIC COM 907818108 23,594 3,967 20.21 3,822 15.16 0.1104
2019-07-22 2019-06-30 13F UNION PACIFIC COM 907818108 19,627 5,992 43.95 3,319 45.57 0.0997
2019-05-14 2019-03-31 13F UNION PACIFIC COM 907818108 13,635 1,255 10.14 2,280 33.26 0.1584
2019-02-14 2018-12-31 13F UNION PAC COM 907818108 12,380 734 6.30 1,711 -9.76 0.2929
2018-11-13 2018-09-30 13F UNION PAC COM 907818108 11,646 1,832 18.67 1,896 36.40 0.1043
2018-08-14 2018-06-30 13F UNION PAC COM 907818108 9,814 801 8.89 1,390 14.69 0.0946
2018-05-14 2018-03-31 13F UNION PAC COM 907818108 9,013 387 4.49 1,212 4.75 0.0935
2018-02-06 2017-12-31 13F UNION PAC COM 907818108 8,626 4,223 95.91 1,157 126.42 0.1021
2017-11-08 2017-09-30 13F UNION PAC COM 907818108 4,403 739 20.17 511 28.07 0.0474
2017-08-11 2017-06-30 13F UNION PAC COM 907818108 3,664 3,664 399 0.0476
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.