AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionFinancial Perspectives, Inc
Latest Disclosed Ownership13,217 shares
Latest Disclosed Value $ 2,874,549
Financial Perspectives, Inc reports 0.02% increase in ownership of 4AB / AbbVie Inc.

On May 11, 2026 - Financial Perspectives, Inc filed a 13F-HR form disclosing ownership of 13,217 shares of AbbVie Inc. (BG:4AB) valued at $2,874,549 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 13,214 shares of AbbVie Inc.. This represents a change in shares of 0.02% 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)
2026-05-11 2026-03-31 13F ABBVIE COM 00287Y109 13,217 3 0.02 2,875 -4.80 0.8025
2026-01-28 2025-12-31 13F ABBVIE COM 00287Y109 13,214 -16 -0.12 3,019 -1.44 0.8134
2025-10-22 2025-09-30 13F ABBVIE COM 00287Y109 13,230 92 0.70 3,063 25.64 0.8494
2025-07-30 2025-06-30 13F ABBVIE COM 00287Y109 13,138 3 0.02 2,439 -11.41 0.7372
2025-04-18 2025-03-31 13F ABBVIE COM 00287Y109 13,135 3 0.02 2,752 17.96 0.9421
2025-02-03 2024-12-31 13F ABBVIE COM 00287Y109 13,132 925 7.58 2,334 -3.20 0.7838
2024-10-17 2024-09-30 13F ABBVIE COM 00287Y109 12,207 3 0.02 2,411 15.15 0.8356
2024-08-09 2024-06-30 13F ABBVIE COM 00287Y109 12,204 3 0.02 2,093 -5.76 0.7730
2024-04-19 2024-03-31 13F ABBVIE COM 00287Y109 12,201 -5 -0.04 2,222 17.45 0.8422
2024-02-01 2023-12-31 13F ABBVIE COM 00287Y109 12,206 -21 -0.17 1,892 3.79 0.7676
2024-01-10 2023-09-30 13F ABBVIE COM 00287Y109 12,227 111 0.92 1,823 11.64 0.8343
2024-01-10 2023-06-30 13F ABBVIE COM 00287Y109 12,116 19 0.16 1,632 -15.31 0.7181
2024-01-10 2023-03-31 13F ABBVIE COM 00287Y109 12,097 -183 -1.49 1,928 -2.87 0.9213
2024-01-10 2022-12-31 13F ABBVIE COM 00287Y109 12,280 2 0.02 1,985 20.46 1.0170
2024-01-10 2022-09-30 13F ABBVIE COM 00287Y109 12,278 129 1.06 1,648 -11.45 0.9239
2024-01-10 2022-06-30 13F ABBVIE COM 00287Y109 12,149 -159 -1.29 1,861 -6.77 1.0498
2024-01-10 2022-03-31 13F ABBVIE COM 00287Y109 12,308 275 2.29 1,995 22.47 0.9319
2024-01-10 2021-12-31 13F ABBVIE COM 00287Y109 12,033 0 0.00 1,629 25.50 0.7705
2024-01-10 2021-09-30 13F ABBVIE COM 00287Y109 12,033 93 0.78 1,298 -3.42 0.6539
2024-01-10 2021-06-30 13F ABBVIE COM 00287Y109 11,940 -1,280,207 -99.08 1,345 12,118.18 0.6546
2024-01-10 2021-03-31 13F ABBVIE COM 00287Y109 1,292,147 1,281,674 12,237.89 12 -99.02 0.5934
2024-01-10 2020-12-31 13F ABBVIE COM 00287Y109 10,473 408 4.05 1,122 27.36 0.6374
2024-01-10 2020-09-30 13F ABBVIE COM 00287Y109 10,065 1 0.01 882 -10.83 0.5800
2024-01-10 2020-06-30 13F ABBVIE COM 00287Y109 10,064 38 0.38 988 29.49 0.7070
2024-01-10 2020-03-31 13F ABBVIE COM 00287Y109 10,026 49 0.49 764 -13.59 0.6175
2024-01-10 2019-12-31 13F ABBVIE COM 00287Y109 9,977 9,977 883 0.6029
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.