UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BROOKWOOD INVESTMENT GROUP LLC | 01/22/2026 | 16.07 K | $1.60 M | 73.96% | 0.51% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 15.65 K | $1.56 M | -12.91% | 0.47% |
| EASTERN BANK | 01/14/2026 | 11.77 K | $1.17 M | 278.30% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 12.10 K | $1.21 M | 17.23% | 0.37% |
| CLARIS FINANCIAL LLC | 02/19/2026 | 11.72 K | $1.17 M | -16.34% | 0.36% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 11.39 K | $11.38 K | 100.00% | 0.36% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 9.11 K | $909.82 K | 100.00% | 0.28% |
| 01/23/2026 | 8.65 K | $864.09 K | 100.00% | 0.27% | |
| JANE STREET GROUP, LLC | 02/12/2026 | 7.38 K | $736.74 K | 100.00% | 0.24% |
| ONEASCENT FAMILY OFFICE, LLC | 02/11/2026 | 7.67 K | $766.20 K | 10.12% | 0.23% |
| MARMO FINANCIAL GROUP, LLC | 02/03/2026 | 6.71 K | $670.23 K | 100.00% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 6.45 K | $644.36 K | -0.34% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 5.33 K | $532.06 K | 32.34% | 0.16% |
| LPL FINANCIAL LLC | 02/11/2026 | 4.21 K | $420.80 K | -23.13% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 3.50 K | $349.55 K | 100.00% | 0.11% |
| HRT FINANCIAL LP | 02/12/2026 | 3.23 K | $322.00 K | 100.00% | 0.10% |
| DOVER ADVISORS, LLC | 02/10/2026 | 3.11 K | $310.50 K | 12.28% | 0.09% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 2.81 K | $280.84 K | 100.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 2.82 K | $281.44 K | 1.62% | 0.09% |
| CITADEL ADVISORS LLC | 02/17/2026 | 2.56 K | $255.57 K | -66.20% | 0.08% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 2.47 K | $246.58 K | 100.00% | 0.07% |
| COLONIAL RIVER WEALTH MANAGEMENT, LLC | 02/04/2026 | 2.30 K | $229.40 K | 100.00% | 0.07% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 2.30 K | $229.40 K | 100.00% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 2.04 K | $203.84 K | 100.00% | 0.06% |
| PARKSIDE FINANCIAL BANK & TRUST | 02/13/2026 | 1.40 K | $139.82 K | 40.00% | 0.04% |
| UBS GROUP AG | 01/29/2026 | 163 | $16.28 K | 100.00% | 0.00% |
| CITY STATE BANK | 01/28/2026 | 120 | $11.98 K | 0.00% | 0.00% |
| GROVE BANK & TRUST | 01/08/2026 | 100 | $9.99 K | 100.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 25 | $2.50 K | -68.75% | 0.00% |
| SIGNATUREFD, LLC | 01/20/2026 | 20 | $2.00 K | 100.00% | 0.00% |
| VISION FINANCIAL MARKETS LLC | 01/22/2026 | 10 | $999 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1 | $100 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BCS WEALTH MANAGEMENT | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
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:
Belpointe Asset Management LLC: 15,692
EASTERN BANK: 13,740
OneAscent Family Office, LLC: 12,162
Marmo Financial Group, LLC: 6,516
ENVESTNET ASSET MANAGEMENT INC: 5,341
Kestra Advisory Services, LLC: 5,328
4.84% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 1.01 M shares in the last 24 months. This purchase volume represents approximately $99.94 M in transactions.