UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BROOKWOOD INVESTMENT GROUP LLC | 01/22/2026 | 16.07 K | $1.60 M | 73.96% | 0.51% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 15.65 K | $1.56 M | -12.91% | 0.47% |
| EASTERN BANK | 01/14/2026 | 11.77 K | $1.17 M | 278.30% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 12.10 K | $1.21 M | 17.23% | 0.37% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 11.39 K | $11.38 K | 100.00% | 0.36% |
| 01/23/2026 | 8.65 K | $864.09 M | 100.00% | 0.28% | |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 9.11 K | $909.82 K | 100.00% | 0.28% |
| ONEASCENT FAMILY OFFICE, LLC | 02/11/2026 | 7.67 K | $766.20 K | 10.12% | 0.23% |
| JANE STREET GROUP, LLC | 02/12/2026 | 7.38 K | $736.74 M | 100.00% | 0.22% |
| MARMO FINANCIAL GROUP, LLC | 02/03/2026 | 6.71 K | $670.23 K | 100.00% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 6.45 K | $644.36 K | -0.34% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 5.33 K | $532.06 K | 32.34% | 0.16% |
| LPL FINANCIAL LLC | 02/11/2026 | 4.21 K | $420.80 K | -23.13% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 3.50 K | $349.55 K | 100.00% | 0.11% |
| HRT FINANCIAL LP | 02/12/2026 | 3.23 K | $322.00 K | 100.00% | 0.10% |
| DOVER ADVISORS, LLC | 02/10/2026 | 3.11 K | $310.50 K | 12.28% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 2.82 K | $281.44 K | 1.62% | 0.09% |
| CITADEL ADVISORS LLC | 02/17/2026 | 2.56 K | $255.57 M | -66.20% | 0.08% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 2.47 K | $246.58 K | 100.00% | 0.07% |
| COLONIAL RIVER WEALTH MANAGEMENT, LLC | 02/04/2026 | 2.30 K | $229.40 K | 100.00% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 2.04 K | $203.84 K | 100.00% | 0.06% |
| PARKSIDE FINANCIAL BANK & TRUST | 02/13/2026 | 1.40 K | $139.82 K | 40.00% | 0.04% |
| UBS GROUP AG | 01/29/2026 | 163 | $16.28 K | 100.00% | 0.00% |
| CITY STATE BANK | 01/28/2026 | 120 | $11.98 K | 0.00% | 0.00% |
| GROVE BANK & TRUST | 01/08/2026 | 100 | $9.99 K | 100.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 25 | $2.50 K | -68.75% | 0.00% |
| SIGNATUREFD, LLC | 01/20/2026 | 20 | $2.00 K | 100.00% | 0.00% |
| VISION FINANCIAL MARKETS LLC | 01/22/2026 | 10 | $999 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1 | $100 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BCS WEALTH MANAGEMENT | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
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UBS AG London Branch institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
Brookwood Investment Group LLC: 16,067
Belpointe Asset Management LLC: 15,646
ADVISOR GROUP HOLDINGS, INC.: 12,099
EASTERN BANK: 11,765
OLD MISSION CAPITAL LLC: 9,110
OneAscent Family Office, LLC: 7,672
3.34% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 1.03 M shares in the last 24 months. This purchase volume represents approximately $101.76 M in transactions.