UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/05/2026 | 133.78 K | $22.21 M | 1,761.62% | 15.47% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 17.81 K | $2.96 M | 2.40% | 2.06% |
| LPL FINANCIAL LLC | 05/06/2026 | 14.73 K | $2.45 M | -3.40% | 1.70% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 14.41 K | $2.39 M | 16.41% | 1.67% |
| MADDEN SECURITIES CORP | 05/05/2026 | 12.57 K | $2.09 M | 297.00% | 1.45% |
| JANE STREET GROUP, LLC | 05/12/2026 | 12.52 K | $2.08 M | 315.50% | 1.45% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 10.87 K | $1.80 M | 14.47% | 1.26% |
| CITADEL ADVISORS LLC | 05/15/2026 | 8.99 K | $1.49 M | 547.48% | 1.04% |
| CLARIS FINANCIAL LLC | 05/18/2026 | 8.08 K | $1.34 M | 20.12% | 0.93% |
| WINNOW WEALTH LLC | 05/19/2026 | 8.06 K | $1.34 M | -6.72% | 0.93% |
| FREESTONE CAPITAL HOLDINGS, LLC | 05/13/2026 | 8.00 K | $1.33 M | 100.00% | 0.93% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 6.79 K | $1.13 M | 2.65% | 0.78% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 5.97 K | $991.41 K | 117.05% | 0.69% |
| 04/28/2026 | 5.73 K | $951.19 K | 100.00% | 0.66% | |
| 05/12/2026 | 4.99 K | $828.79 K | 8.71% | 0.58% | |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 4.93 K | $818.59 K | -33.28% | 0.57% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 3.51 K | $582.18 K | 0.00% | 0.41% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 3.47 K | $576.60 K | 100.00% | 0.40% |
| DOVER ADVISORS, LLC | 04/08/2026 | 3.49 K | $578.93 K | 8.70% | 0.36% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 3.12 K | $517.66 K | 100.00% | 0.32% |
| TACTIVE ADVISORS, LLC | 04/16/2026 | 2.83 K | $469.35 K | 0.25% | 0.29% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 1.97 K | $327.57 K | 44.23% | 0.23% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.83 K | $303.30 K | 1.11% | 0.21% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 1.80 K | $298.51 K | 100.00% | 0.21% |
| 04/22/2026 | 1.32 K | $219.32 K | 1.93% | 0.15% | |
| WEAVER CONSULTING GROUP | 05/15/2026 | 1.26 K | $209.46 K | 100.00% | 0.15% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 450 | $74.71 K | 100.00% | 0.05% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 336 | $55.79 K | 100.00% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 150 | $24.90 K | 100.00% | 0.02% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 136 | $22.58 K | -28.42% | 0.01% |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 114 | $19.00 K | -2.56% | 0.01% |
| 05/06/2026 | 109 | $18.10 K | 0.00% | 0.01% | |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 73 | $12.12 K | 0.00% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 9 | $1.49 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1 | $164 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $119 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GROVE BANK & TRUST | 04/08/2026 | 0 | $0 | -100.00% | 0.00% |
| CX INSTITUTIONAL | 04/06/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 17,806
LPL Financial LLC: 14,733
ADVISOR GROUP HOLDINGS, INC.: 14,406
MADDEN SECURITIES Corp: 12,565
JANE STREET GROUP, LLC: 12,519
CreativeOne Wealth, LLC: 10,868
34.25% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 508.10 K shares in the last 24 months. This purchase volume represents approximately $91.62 M in transactions.