UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAVALIER INVESTMENTS, LLC | 08/14/2026 | 46.00 K | $1.99 M | 0.00% | 0.66% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 19.60 K | $849.25 K | -38.77% | 0.28% |
| JANE STREET GROUP, LLC | 08/14/2026 | 10.15 K | $439.48 K | -77.03% | 0.14% |
| MARINER, LLC | 08/13/2026 | 5.20 K | $225.30 K | 15.55% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 4.83 K | $209.19 K | 130.50% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 500 | $21.66 K | 100.00% | 0.01% |
| MORGAN STANLEY | 08/13/2026 | 202 | $8.75 K | 20,100.00% | 0.00% |
| ASPECT PARTNERS, LLC | 07/16/2026 | 75 | $3.25 K | 87.50% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 71 | $3.05 K | 100.00% | 0.00% |
| TRUST CO OF VERMONT | 08/07/2026 | 60 | $2.60 K | 100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 15 | $649 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $33 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| NAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 23 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
Cavalier Investments, LLC: 46,000
OLD MISSION CAPITAL LLC: 19,604
JANE STREET GROUP, LLC: 10,145
Mariner, LLC: 5,201
ADVISOR GROUP HOLDINGS, INC.: 4,829
PNC FINANCIAL SERVICES GROUP, INC.: 500
1.24% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 217.71 K shares in the last 24 months. This purchase volume represents approximately $11.80 M in transactions.