UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CIBC BANCORP USA INC. | 08/13/2026 | 3.08 M | $88.67 M | -0.60% | 43.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.25 M | $64.87 M | -0.10% | 31.49% |
| MARION WEALTH MANAGEMENT | 07/16/2026 | 598.33 K | $17.23 M | -0.67% | 8.37% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 137.28 K | $3.95 M | -0.30% | 1.92% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 100.01 K | $2.88 M | 0.01% | 1.40% |
| MBL WEALTH, LLC | 07/15/2026 | 59.96 K | $1.73 M | -0.13% | 0.84% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 33.92 K | $976.94 K | -19.28% | 0.47% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 24.60 K | $723.34 K | 0.00% | 0.34% |
| GLENMEDE TRUST CO NA | 08/10/2026 | 22.05 K | $634.96 K | 100.00% | 0.31% |
| DIVERSIFIED TRUST CO | 07/17/2026 | 21.17 K | $609.79 K | -7.03% | 0.30% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 21.04 K | $606.10 K | -3.82% | 0.29% |
| CITADEL ADVISORS LLC | 09/02/2026 | 18.48 K | $532.34 K | -0.54% | 0.26% |
| IFP ADVISORS, INC | 07/20/2026 | 15.81 K | $455.38 K | -3.07% | 0.22% |
| FIFTH THIRD BANCORP | 08/05/2026 | 11.45 K | $329.77 K | -20.76% | 0.16% |
| CALLAN FAMILY OFFICE, LLC | 08/11/2026 | 10.70 K | $308.25 K | 0.00% | 0.15% |
| LPL FINANCIAL LLC | 08/07/2026 | 10.36 K | $298.46 K | -8.70% | 0.14% |
| COMMERCE BANK | 08/12/2026 | 9.48 K | $272.91 K | 0.00% | 0.13% |
| CREATIVE PLANNING | 08/13/2026 | 9.39 K | $270.46 K | 16.78% | 0.13% |
| ETF STORE, INC. | 07/29/2026 | 8.81 K | $253.61 K | 0.00% | 0.12% |
| GENESIS FINANCIAL GROUP, LLC | 08/14/2026 | 8.55 K | $246.27 K | 6.21% | 0.12% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 7.30 K | $210.26 K | 0.00% | 0.10% |
| MORGAN STANLEY | 08/13/2026 | 5.82 K | $167.61 K | 153.00% | 0.08% |
| FIRST HORIZON CORP | 07/20/2026 | 4.80 K | $138.26 K | 0.00% | 0.07% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.90 K | $83.30 K | 100.00% | 0.04% |
| PRIVATE TRUST CO NA | 07/28/2026 | 1.80 K | $51.85 K | 0.00% | 0.03% |
| AMERICAN NATIONAL BANK & TRUST | 07/22/2026 | 1.78 K | $51.27 K | 0.00% | 0.02% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 242 | $6.97 K | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 220 | $6.34 K | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $29 | 0.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| CORIENT PRIVATE WEALTH LP | 08/27/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
Creative Planning: 12,014
Kestra Advisory Services, LLC: 11,130
FIRST HORIZON CORP: 2,612
CIBC Bancorp USA Inc.: 3.08 M
WELLS FARGO & COMPANY/MN: 2.25 M
PNC FINANCIAL SERVICES GROUP, INC.: 137,282
90.52% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 8.98 M shares in the last 24 months. This purchase volume represents approximately $258.75 M in transactions.