UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 3.13 M | $79.11 M | 0.35% | 42.31% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.34 M | $59.27 M | -0.38% | 31.80% |
| MARION WEALTH MANAGEMENT | 01/26/2026 | 607.57 K | $15.95 M | 3.13% | 8.51% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 138.48 K | $3.50 M | -6.83% | 1.88% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 99.99 K | $2.53 M | -0.22% | 1.35% |
| MBL WEALTH, LLC | 01/21/2026 | 58.83 K | $1.49 M | 0.34% | 0.82% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 25.48 K | $644.66 K | -4.93% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 25.79 K | $6.52 K | -23.22% | 0.35% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 24.84 K | $624.93 K | 0.98% | 0.35% |
| DIVERSIFIED TRUST CO | 01/09/2026 | 22.77 K | $576.16 K | 9.58% | 0.31% |
| FIFTH THIRD BANCORP | 02/02/2026 | 17.95 K | $454.15 K | 0.00% | 0.25% |
| CITADEL ADVISORS LLC | 02/17/2026 | 18.34 K | $463.92 K | 6.16% | 0.25% |
| IFP ADVISORS, INC | 02/06/2026 | 16.31 K | $412.68 K | -1.21% | 0.22% |
| LPL FINANCIAL LLC | 02/11/2026 | 11.35 K | $287.18 K | -16.17% | 0.15% |
| CALLAN FAMILY OFFICE, LLC | 02/12/2026 | 10.70 K | $270.79 K | 0.00% | 0.14% |
| FINEMARK NATIONAL BANK & TRUST | 02/12/2026 | 9.48 K | $239.74 K | 0.00% | 0.13% |
| ETF STORE, INC. | 01/22/2026 | 8.81 K | $222.79 K | -0.47% | 0.12% |
| CREATIVE PLANNING | 02/17/2026 | 8.75 K | $221.32 K | -22.48% | 0.12% |
| FIRST HORIZON CORP | 01/27/2026 | 4.80 K | $121.45 K | 0.00% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 4.20 K | $106.36 K | 100.00% | 0.06% |
| MORGAN STANLEY | 02/13/2026 | 2.30 K | $58.20 K | 0.00% | 0.03% |
| PRIVATE TRUST CO NA | 01/26/2026 | 1.80 K | $45.54 K | 0.00% | 0.03% |
| AMERICAN NATIONAL BANK | 01/20/2026 | 1.78 K | $45.04 K | 0.00% | 0.02% |
| CWM, LLC | 01/26/2026 | 600 | $15.00 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 414 | $10.48 K | -63.68% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 220 | $5.57 K | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 1 | $25 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CERITY PARTNERS LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
MBL Wealth, LLC: 60,033
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 24,600
Diversified Trust Co: 22,771
IFP Advisors, Inc: 16,310
FIFTH THIRD BANCORP: 14,449
Kestra Advisory Services, LLC: 11,080
92.28% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 6.66 M shares in the last 24 months. This purchase volume represents approximately $191.96 M in transactions.