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 | 09/23/2026 | 206.91 K | $6.74 M | -2.22% | 24.26% |
| LEGACY WEALTH ASSET MANAGEMENT, LLC | 07/09/2026 | 166.72 K | $5.43 M | -3.55% | 19.55% |
| RHS FINANCIAL, LLC | 08/07/2026 | 126.85 K | $4.13 M | 9.95% | 14.87% |
| &PARTNERS | 08/14/2026 | 46.51 K | $1.52 M | 2.24% | 5.45% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 07/31/2026 | 15.68 K | $510.52 K | -5.20% | 1.84% |
| ALTI GLOBAL, INC. | 08/05/2026 | 11.87 K | $384.75 K | 100.00% | 1.39% |
| CORIENT PRIVATE WEALTH LP | 08/27/2026 | 10.27 K | $334.42 K | 0.00% | 1.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 9.34 K | $304.23 K | 100.00% | 1.10% |
| DORSEY & WHITNEY TRUST CO LLC | 08/14/2026 | 7.74 K | $252.17 K | -0.85% | 0.91% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 2.01 K | $65.03 K | 0.00% | 0.24% |
| MORGAN STANLEY | 08/13/2026 | 661 | $21.52 K | 0.00% | 0.08% |
| JPMORGAN CHASE & CO | 08/12/2026 | 180 | $5.81 K | 0.00% | 0.02% |
| JANE STREET GROUP, LLC | 08/14/2026 | 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:
Legacy Wealth Asset Management, LLC: 0
ENVESTNET ASSET MANAGEMENT INC: 206,905
&PARTNERS: 46,513
Bruce G. Allen Investments, LLC: 15,678
AlTi Global, Inc.: 11,867
Corient Private Wealth LP: 10,270
70.91% of UBS AG London Branch stock is owned by institutional investors.
Institutional investors have bought a total of 325.28 K shares in the last 24 months. This purchase volume represents approximately $12.35 M in transactions.