UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEGACY WEALTH ASSET MANAGEMENT, LLC | 01/12/2026 | 172.64 K | $4.85 M | 2.55% | 20.24% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 167.90 K | $4.71 M | 3.04% | 19.69% |
| RHS FINANCIAL, LLC | 01/16/2026 | 117.02 K | $3.28 M | 0.63% | 13.72% |
| JANE STREET GROUP, LLC | 02/12/2026 | 18.14 K | $508.97 K | -13.35% | 2.13% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 02/10/2026 | 16.54 K | $464.13 K | 0.00% | 1.94% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 10.27 K | $288.22 K | 0.00% | 1.20% |
| DORSEY & WHITNEY TRUST CO LLC | 02/11/2026 | 7.89 K | $221.31 K | 2.30% | 0.92% |
| MORGAN STANLEY | 02/13/2026 | 661 | $18.55 K | 0.00% | 0.08% |
| JPMORGAN CHASE & CO | 02/11/2026 | 180 | $5.05 K | -37.50% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 30 | $842 | -28.57% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
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:
ENVESTNET ASSET MANAGEMENT INC: 211,612
Legacy Wealth Asset Management, LLC: 172,848
RHS Financial, LLC: 115,372
UBS Group AG: 0
JANE STREET GROUP, LLC: 18,136
Bruce G. Allen Investments, LLC: 16,538
59.95% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 567.61 K shares in the last 24 months. This purchase volume represents approximately $18.32 M in transactions.