UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 02/17/2026 | 17.39 K | $3.02 M | 6.17% | 1.98% |
| LPL FINANCIAL LLC | 02/11/2026 | 15.25 K | $2.65 M | 12.45% | 1.76% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 12.38 K | $2.15 M | 2.55% | 1.41% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 9.49 K | $1.65 M | 13.47% | 1.08% |
| WINNOW WEALTH LLC | 02/11/2026 | 8.64 K | $1.50 M | -8.62% | 1.00% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 7.39 K | $1.28 M | -0.77% | 0.84% |
| 04/07/2026 | 7.19 K | $1.25 M | 100.00% | 0.82% | |
| CLARIS FINANCIAL LLC | 02/19/2026 | 6.73 K | $1.17 M | -9.90% | 0.78% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 6.61 K | $1.15 M | 108.25% | 0.75% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 3.51 K | $609.27 K | 7.78% | 0.40% |
| DOVER ADVISORS, LLC | 02/10/2026 | 3.21 K | $557.39 K | -42.79% | 0.37% |
| MADDEN SECURITIES CORP | 02/04/2026 | 3.17 K | $549.92 K | 0.00% | 0.36% |
| JANE STREET GROUP, LLC | 02/12/2026 | 3.01 K | $523.51 K | 100.00% | 0.34% |
| TACTIVE ADVISORS, LLC | 01/09/2026 | 2.82 K | $489.97 K | 100.00% | 0.32% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 01/15/2026 | 2.75 K | $477.90 K | -26.42% | 0.31% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 1.81 K | $313.98 K | 15.98% | 0.21% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.39 K | $241.16 K | 100.00% | 0.16% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 1.37 K | $237.69 K | -22.62% | 0.16% |
| 02/17/2026 | 1.30 K | $225.18 K | 100.00% | 0.15% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 855 | $148.56 K | 100.00% | 0.10% |
| PARKSIDE FINANCIAL BANK & TRUST | 02/13/2026 | 300 | $52.13 K | 0.00% | 0.03% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 190 | $33.01 K | 7.95% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 145 | $25.19 K | 0.00% | 0.02% |
| CAPITAL ANALYSTS, LLC | 02/11/2026 | 117 | $20.00 K | 290.00% | 0.01% |
| 01/07/2026 | 109 | $18.94 K | 0.00% | 0.01% | |
| CX INSTITUTIONAL | 02/02/2026 | 80 | $14.00 K | 100.00% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 73 | $12.68 K | 0.00% | 0.01% |
| GROVE BANK & TRUST | 01/08/2026 | 50 | $8.69 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $202 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1 | $177 | 0.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 41 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
MADDEN SECURITIES Corp: 12,565
Private Advisor Group, LLC: 6,787
Kestra Advisory Services, LLC: 3,507
DOVER ADVISORS, LLC: 3,487
Dynamic Advisor Solutions LLC: 3,118
Tactive Advisors, LLC: 2,827
13.38% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 484.80 K shares in the last 24 months. This purchase volume represents approximately $87.42 M in transactions.