UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 25.93 K | $372.31 K | 3.44% | 3.31% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 910 | $13.08 K | 2.82% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 800 | $11.49 K | -11.11% | 0.10% |
| MORGAN STANLEY | 08/13/2026 | 537 | $7.71 K | 0.00% | 0.07% |
| UBS GROUP AG | 08/13/2026 | 478 | $6.86 K | 696.67% | 0.06% |
| JPMORGAN CHASE & CO | 08/12/2026 | 200 | $3.02 K | 100.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $7 | 100.00% | 0.00% |
| IMC-CHICAGO, LLC | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 12 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
CreativeOne Wealth, LLC: 25,933
Geneos Wealth Management Inc.: 910
ADVISOR GROUP HOLDINGS, INC.: 800
MORGAN STANLEY: 537
UBS Group AG: 478
JPMORGAN CHASE & CO: 200
3.68% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 114.16 K shares in the last 24 months. This purchase volume represents approximately $1.73 M in transactions.