UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAVALIER INVESTMENTS, LLC | 05/15/2026 | 46.00 K | $2.65 M | 8.87% | 0.79% |
| JANE STREET GROUP, LLC | 05/12/2026 | 44.17 K | $2.55 M | -37.85% | 0.76% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 32.02 K | $1.85 M | 100.00% | 0.55% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 18.05 K | $1.04 M | 100.00% | 0.31% |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.20 K | $299.61 K | 100.00% | 0.09% |
| MARINER, LLC | 05/13/2026 | 4.50 K | $259.41 K | 100.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.10 K | $120.76 K | -3.90% | 0.04% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 1.46 K | $83.28 K | 100.00% | 0.03% |
| ASPECT PARTNERS, LLC | 04/02/2026 | 40 | $2.31 K | 100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 15 | $862 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $81 | -50.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 1 | $58 | 0.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 1 | $58 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
Cavalier Investments, LLC: 46,000
JANE STREET GROUP, LLC: 44,167
OLD MISSION CAPITAL LLC: 32,015
Navis Wealth Advisors, LLC: 18,053
CITADEL ADVISORS LLC: 5,198
Mariner, LLC: 4,501
2.63% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 284.56 K shares in the last 24 months. This purchase volume represents approximately $15.42 M in transactions.