UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MADDEN SECURITIES CORP | 07/24/2026 | 18.89 K | $2.65 M | 50.30% | 1.63% |
| ROYAL BANK OF CANADA | 08/14/2026 | 17.70 K | $2.49 M | -0.62% | 1.53% |
| LPL FINANCIAL LLC | 08/07/2026 | 16.82 K | $2.36 M | 14.15% | 1.45% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 12.54 K | $1.76 M | -12.93% | 1.08% |
| WINNOW WEALTH LLC | 07/22/2026 | 9.40 K | $1.32 M | 16.52% | 0.81% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 9.28 K | $1.30 M | -14.60% | 0.80% |
| SPLIT ROCK PRIVATE TRADING & WEALTH MANAGEMENT, LLC | 07/22/2026 | 7.06 K | $992.88 K | 23.30% | 0.61% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 7.06 K | $992.28 K | 4.02% | 0.61% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 6.69 K | $939.58 K | 114.40% | 0.58% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 5.45 K | $766.28 K | 56.98% | 0.47% |
| OAKMONT ADVISORY GROUP, LLC | 08/03/2026 | 3.96 K | $556.57 K | -20.67% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 3.51 K | $492.85 K | 0.00% | 0.30% |
| TACTIVE ADVISORS, LLC | 07/09/2026 | 3.22 K | $452.43 K | 13.87% | 0.28% |
| DOVER ADVISORS, LLC | 08/07/2026 | 3.21 K | $557.39 K | -8.00% | 0.28% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 3.13 K | $439.49 K | 58.49% | 0.27% |
| JANE STREET GROUP, LLC | 08/14/2026 | 2.88 K | $405.35 K | -76.96% | 0.25% |
| HRT FINANCIAL LP | 08/14/2026 | 2.69 K | $377.00 K | 100.00% | 0.23% |
| OASIS ADVISORS, LLC | 07/30/2026 | 2.49 K | $350.11 K | -98.14% | 0.21% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 2.05 K | $288.27 K | 55.26% | 0.18% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 1.83 K | $256.61 K | -0.05% | 0.16% |
| HB WEALTH MANAGEMENT, LLC | 07/29/2026 | 1.76 K | $247.37 K | 100.00% | 0.15% |
| UBS GROUP AG | 08/13/2026 | 855 | $120.17 K | 9,400.00% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 552 | $77.58 K | 22.67% | 0.05% |
| IMA WEALTH, INC. | 08/10/2026 | 275 | $38.65 K | 100.00% | 0.02% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 213 | $29.94 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 145 | $20.38 K | 100.00% | 0.01% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 115 | $16.16 K | -15.44% | 0.01% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 114 | $16.00 K | 0.00% | 0.01% |
| AVENTURA PRIVATE WEALTH, LLC | 07/15/2026 | 109 | $15.32 K | 0.00% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 73 | $10.26 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1 | $143 | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $141 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $123 | 0.00% | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| FREESTONE CAPITAL HOLDINGS, LLC | 07/31/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| WEAVER CONSULTING GROUP | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
MADDEN SECURITIES Corp: 18,885
ROYAL BANK OF CANADA: 17,695
LPL Financial LLC: 16,818
ADVISOR GROUP HOLDINGS, INC.: 12,544
WINNOW WEALTH LLC: 9,395
CreativeOne Wealth, LLC: 9,281
12.42% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 515.81 K shares in the last 24 months. This purchase volume represents approximately $93.01 M in transactions.