UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| IMC-CHICAGO, LLC | 05/05/2026 | 36.77 K | $554.00 K | -0.01% | 5.18% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 25.07 K | $377.77 K | 6.45% | 3.53% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 1.87 K | $28.19 K | 100.00% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 900 | $13.56 K | 0.00% | 0.13% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 885 | $13.34 K | 1.84% | 0.12% |
| MORGAN STANLEY | 05/15/2026 | 537 | $8.09 K | 0.00% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 60 | $904 | -61.29% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 13 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
IMC-Chicago, LLC: 36,765
CreativeOne Wealth, LLC: 25,070
Advisory Services Network, LLC: 1,871
ADVISOR GROUP HOLDINGS, INC.: 900
Geneos Wealth Management Inc.: 885
MORGAN STANLEY: 537
9.31% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 151.39 K shares in the last 24 months. This purchase volume represents approximately $2.29 M in transactions.