UBS ETRACS Wells Fargo Business Development Company Index ETN (BDCZ) Ownership

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UBS AG London Branch Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
SUSQUEHANNA INTERNATIONAL GROUP, LLP 02/17/2026 47.06 K $792.29 K   100.00% 6.19%
IMC-CHICAGO, LLC 01/29/2026 36.77 K $618.98 K   0.16% 4.84%
CREATIVEONE WEALTH, LLC 02/13/2026 23.55 K $396.49 K   0.10% 3.10%
BANK OF AMERICA CORP /DE/ 02/17/2026 950 $160   0.00% 0.13%
ADVISOR GROUP HOLDINGS, INC. 02/17/2026 900 $15.15 K   0.00% 0.12%
GENEOS WEALTH MANAGEMENT INC. 01/28/2026 869 $14.62 K   262.08% 0.11%
MORGAN STANLEY 02/13/2026 537 $9.04 K   0.00% 0.07%
UBS GROUP AG 01/29/2026 155 $2.61 K   -96.94% 0.02%
WELLS FARGO & COMPANY/MN 02/13/2026 1 $15   0.00% 0.00%
ADVISORY SERVICES NETWORK, LLC 02/17/2026 0 $0   -100.00% 0.00%

UBS AG London Branch institutional Ownership - FAQ's

During the previous two years, 11 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:

SUSQUEHANNA INTERNATIONAL GROUP, LLP: 47,063

CreativeOne Wealth, LLC: 23,552

BANK OF AMERICA CORP /DE/: 950

ADVISOR GROUP HOLDINGS, INC.: 900

Geneos Wealth Management Inc.: 869

MORGAN STANLEY: 537

14.58% of UBS AG London Branch stock is owned by institutional investors.

Institutional investors have bought a total of 159.17 K shares in the last 24 months. This purchase volume represents approximately $2.41 M in transactions.