UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 15.00 K | $975.74 K | 11.33% | 0.48% |
| EASTERN BANK | 07/01/2026 | 14.59 K | $949.37 K | 6.19% | 0.47% |
| SPLIT ROCK PRIVATE TRADING & WEALTH MANAGEMENT, LLC | 07/22/2026 | 12.23 K | $795.93 K | 47.46% | 0.39% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 10.96 K | $713.17 K | -30.16% | 0.35% |
| JANE STREET GROUP, LLC | 08/14/2026 | 9.07 K | $589.99 K | -43.44% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 6.92 K | $450.29 K | 53.10% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 6.85 K | $445.40 K | 28.16% | 0.22% |
| LPL FINANCIAL LLC | 08/07/2026 | 6.42 K | $417.75 K | 23.72% | 0.21% |
| MISSION FINANCIAL GROUP, LLC | 08/13/2026 | 5.63 K | $366.03 K | 100.00% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 5.43 K | $353.17 K | 1.88% | 0.17% |
| BROOKWOOD INVESTMENT GROUP LLC | 07/23/2026 | 4.34 K | $282.21 K | 100.00% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 3.74 K | $243.08 K | 18.98% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 3.44 K | $224.04 K | 100.00% | 0.11% |
| UBS GROUP AG | 08/13/2026 | 3.23 K | $210.31 K | 2,735.09% | 0.10% |
| DOVER ADVISORS, LLC | 08/07/2026 | 3.11 K | $310.50 K | 8.21% | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 175 | $11.39 K | 100.00% | 0.01% |
| SWAN CAPITAL LLC | 08/13/2026 | 161 | $10.48 K | 906.25% | 0.01% |
| CITY STATE BANK | 07/14/2026 | 120 | $7.81 K | 0.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 93 | $6.05 K | 100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 91 | $5.92 K | 100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 25 | $1.63 K | 0.00% | 0.00% |
| GROVE BANK & TRUST | 07/07/2026 | 25 | $1.63 K | 100.00% | 0.00% |
| SIGNATUREFD, LLC | 07/24/2026 | 20 | $1.30 K | 0.00% | 0.00% |
| VISION FINANCIAL MARKETS LLC | 07/24/2026 | 10 | $653 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $97 | -98.89% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 1 | $66 | 0.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| COLONIAL RIVER WEALTH MANAGEMENT, LLC | 07/24/2026 | 0 | $0 | -100.00% | 0.00% |
| ONEASCENT FAMILY OFFICE, LLC | 08/11/2026 | 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, 42 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
ADVISOR GROUP HOLDINGS, INC.: 14,995
EASTERN BANK: 14,590
Split Rock Private Trading & Wealth Management, LLC: 12,232
Belpointe Asset Management LLC: 10,960
JANE STREET GROUP, LLC: 9,067
Private Advisor Group, LLC: 6,920
3.59% 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 $100.10 M in transactions.