UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 211.61 K | $6.98 M | 26.03% | 24.81% |
| LEGACY WEALTH ASSET MANAGEMENT, LLC | 04/08/2026 | 172.85 K | $5.70 M | 0.12% | 20.27% |
| RHS FINANCIAL, LLC | 04/28/2026 | 115.37 K | $3.80 M | -1.40% | 13.53% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 45.49 K | $1.50 M | 100.00% | 5.33% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 05/08/2026 | 16.54 K | $545.18 K | 0.00% | 1.94% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 10.27 K | $338.56 K | 0.00% | 1.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 8.35 K | $275.26 K | -53.96% | 0.98% |
| DORSEY & WHITNEY TRUST CO LLC | 05/14/2026 | 7.81 K | $257.46 K | -0.96% | 0.92% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 2.01 K | $66.98 K | 100.00% | 0.24% |
| MORGAN STANLEY | 05/15/2026 | 661 | $21.79 K | 0.00% | 0.08% |
| JPMORGAN CHASE & CO | 05/13/2026 | 180 | $5.99 K | 0.00% | 0.02% |
| 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, 15 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
WILEY BROS.-AINTREE CAPITAL, LLC: 45,493
Bruce G. Allen Investments, LLC: 16,538
CI Private Wealth, LLC: 10,270
69.31% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 605.25 K shares in the last 24 months. This purchase volume represents approximately $19.53 M in transactions.