UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/12/2026 | 3.09 M | $89.83 M | 100.00% | 40.75% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.25 M | $65.45 M | -3.76% | 29.69% |
| MARION WEALTH MANAGEMENT | 05/12/2026 | 602.36 K | $17.49 M | -0.86% | 7.93% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 137.69 K | $4.00 M | -0.57% | 1.81% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 100.00 K | $2.90 M | 0.01% | 1.32% |
| MBL WEALTH, LLC | 04/28/2026 | 60.03 K | $1.74 M | 2.05% | 0.79% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 42.02 K | $1.22 M | 100.00% | 0.55% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 24.60 K | $710.70 K | -0.97% | 0.31% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 21.88 K | $635.14 K | -14.13% | 0.29% |
| DIVERSIFIED TRUST CO | 04/16/2026 | 22.77 K | $661.07 K | 0.00% | 0.29% |
| CITADEL ADVISORS LLC | 05/15/2026 | 18.58 K | $539.49 K | 1.35% | 0.24% |
| IFP ADVISORS, INC | 04/13/2026 | 16.31 K | $473.50 K | 0.00% | 0.21% |
| FIFTH THIRD BANCORP | 05/01/2026 | 14.45 K | $419.47 K | -19.50% | 0.19% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 11.87 K | $344.54 K | 100.00% | 0.16% |
| LPL FINANCIAL LLC | 05/06/2026 | 11.35 K | $329.50 K | 0.00% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 11.08 K | $321.66 K | 163.56% | 0.15% |
| CALLAN FAMILY OFFICE, LLC | 05/13/2026 | 10.70 K | $310.69 K | 0.00% | 0.14% |
| COMMERCE BANK | 05/11/2026 | 9.48 K | $275.07 K | 100.00% | 0.12% |
| ETF STORE, INC. | 04/30/2026 | 8.81 K | $255.62 K | 0.00% | 0.12% |
| 05/18/2026 | 8.05 K | $233.70 K | 100.00% | 0.11% | |
| CREATIVE PLANNING | 05/12/2026 | 8.04 K | $233.44 K | -8.07% | 0.11% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 7.30 K | $211.93 K | 100.00% | 0.10% |
| FIRST HORIZON CORP | 04/30/2026 | 4.80 K | $139.35 K | 0.00% | 0.06% |
| MORGAN STANLEY | 05/15/2026 | 2.30 K | $66.77 K | 0.00% | 0.03% |
| PRIVATE TRUST CO NA | 04/30/2026 | 1.80 K | $52.26 K | 0.00% | 0.02% |
| AMERICAN NATIONAL BANK | 04/24/2026 | 1.78 K | $51.68 K | 0.00% | 0.02% |
| CWM, LLC | 05/14/2026 | 600 | $17.42 K | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 220 | $6.39 K | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $29 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 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:
WELLS FARGO & COMPANY/MN: 2.25 M
Marion Wealth Management: 602,363
PNC FINANCIAL SERVICES GROUP, INC.: 137,694
MAI Capital Management: 100,001
MBL Wealth, LLC: 60,033
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 42,021
81.83% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 6.61 M shares in the last 24 months. This purchase volume represents approximately $190.42 M in transactions.