UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 05/12/2026 | 16.03 K | $1.42 M | 117.30% | 0.52% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 15.69 K | $1.39 M | 0.29% | 0.50% |
| CLARIS FINANCIAL LLC | 05/18/2026 | 14.10 K | $1.25 M | 20.29% | 0.45% |
| EASTERN BANK | 04/07/2026 | 13.74 K | $1.22 M | 16.79% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 13.47 K | $1.20 M | 11.32% | 0.43% |
| ONEASCENT FAMILY OFFICE, LLC | 04/21/2026 | 12.16 K | $1.08 M | 58.52% | 0.39% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 12.00 K | $10.70 K | 5.32% | 0.39% |
| 04/28/2026 | 8.30 K | $737.13 K | -4.13% | 0.27% | |
| MARMO FINANCIAL GROUP, LLC | 04/23/2026 | 6.52 K | $579.01 K | -2.91% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 5.34 K | $474.60 K | -17.22% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 5.33 K | $473.41 K | 0.00% | 0.17% |
| LPL FINANCIAL LLC | 05/06/2026 | 5.19 K | $461.10 K | 23.17% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 4.52 K | $401.65 K | 29.14% | 0.15% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 3.14 K | $279.00 K | 11.43% | 0.10% |
| DOVER ADVISORS, LLC | 04/08/2026 | 2.87 K | $255.30 K | -7.59% | 0.09% |
| COLONIAL RIVER WEALTH MANAGEMENT, LLC | 04/27/2026 | 2.35 K | $209.00 K | 2.39% | 0.08% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 1.54 K | $349.79 K | -45.38% | 0.05% |
| CITY STATE BANK | 04/20/2026 | 120 | $10.66 K | 0.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 114 | $10.13 K | -30.06% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 90 | $8.03 K | 100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 25 | $2.22 K | 0.00% | 0.00% |
| SIGNATUREFD, LLC | 04/07/2026 | 20 | $1.78 K | 0.00% | 0.00% |
| SWAN CAPITAL LLC | 05/14/2026 | 16 | $1.42 K | 100.00% | 0.00% |
| VISION FINANCIAL MARKETS LLC | 04/24/2026 | 10 | $889 | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 1 | $89 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GROVE BANK & TRUST | 04/08/2026 | 0 | $0 | -100.00% | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | 04/29/2026 | 0 | $0 | -100.00% | 0.00% |
| BROOKWOOD INVESTMENT GROUP LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
JANE STREET GROUP, LLC: 16,030
Belpointe Asset Management LLC: 15,692
Claris Financial LLC: 14,095
EASTERN BANK: 13,740
ADVISOR GROUP HOLDINGS, INC.: 13,469
OneAscent Family Office, LLC: 12,162
4.20% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 997.89 K shares in the last 24 months. This purchase volume represents approximately $99.12 M in transactions.