UBS AG London Branch Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 3.12 M | $77.85 M | -1.75% | 37.33% |
| 11/12/2025 | 3.11 M | $77.83 M | 100.00% | 37.31% | |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.35 M | $58.76 M | 3.21% | 28.17% |
| MARION WEALTH MANAGEMENT | 10/10/2025 | 589.13 K | $14.72 M | 1.98% | 7.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 148.64 K | $3.71 M | -1.14% | 1.78% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 100.21 K | $2.50 M | -6.51% | 1.20% |
| MBL WEALTH, LLC | 10/16/2025 | 58.63 K | $1.47 M | 2.40% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 33.59 K | $8.39 K | 11.82% | 0.40% |
| SAVVY ADVISORS, INC. | 11/06/2025 | 26.80 K | $669.69 K | -6.94% | 0.32% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 24.60 K | $606.64 K | 4.06% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 21.13 K | $528.09 K | 100.00% | 0.25% |
| DIVERSIFIED TRUST CO | 10/20/2025 | 20.78 K | $519.30 K | 0.00% | 0.25% |
| FIFTH THIRD BANCORP | 11/07/2025 | 17.95 K | $448.55 K | -0.71% | 0.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 17.27 K | $431.61 K | -26.27% | 0.21% |
| IFP ADVISORS, INC | 02/06/2026 | 16.51 K | $412.59 K | -0.01% | 0.20% |
| CERITY PARTNERS LLC | 10/22/2025 | 15.81 K | $395.05 K | 0.00% | 0.19% |
| LPL FINANCIAL LLC | 11/12/2025 | 13.54 K | $338.37 K | 0.00% | 0.16% |
| CREATIVE PLANNING | 11/14/2025 | 11.28 K | $281.99 K | 0.00% | 0.14% |
| CALLAN FAMILY OFFICE, LLC | 11/04/2025 | 10.70 K | $267.45 K | 0.00% | 0.13% |
| FINEMARK NATIONAL BANK & TRUST | 11/12/2025 | 9.48 K | $236.78 K | 0.00% | 0.11% |
| ETF STORE, INC. | 11/12/2025 | 8.85 K | $221.09 K | 0.00% | 0.11% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 8.65 K | $216.12 K | -18.24% | 0.10% |
| FIRST HORIZON CORP | 10/27/2025 | 4.80 K | $119.95 K | 100.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 3.59 K | $89.69 K | 125.30% | 0.04% |
| MORGAN STANLEY | 11/14/2025 | 2.30 K | $57.48 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.01 K | $50.00 K | 56.05% | 0.02% |
| PRIVATE TRUST CO NA | 10/15/2025 | 1.80 K | $44.98 K | 0.00% | 0.02% |
| AMERICAN NATIONAL BANK | 10/21/2025 | 1.78 K | $44.48 K | 100.00% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 1.14 K | $28.49 K | 176.70% | 0.01% |
| CWM, LLC | 10/15/2025 | 600 | $15.00 K | 0.00% | 0.01% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 1 | $25 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 0 | $0 | -100.00% | 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, 27 institutional investors and hedge funds held shares of UBS AG London Branch. The most heavily invested institutionals were:
MBL Wealth, LLC: 58,828
Savvy Advisors, Inc.: 25,478
Diversified Trust Co: 22,771
FIRST HORIZON CORP: 4,800
AMERICAN NATIONAL BANK: 1,780
CIBC Private Wealth Group, LLC: 3.12 M
116.85% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 5.89 M shares in the last 24 months. This purchase volume represents approximately $160.02 M in transactions.