UBS AG LONDON BRANCH
CUSIP 902677780
Ubs AG London Branch has 39 institutional holders in Filings Flow’s 13F database, together reporting 23.8K shares worth $20M as of Q1 2024. The largest reported holders are Fisher Asset Management, LLC, Susquehanna International Group, LLP, and Johnson Investment Counsel Inc.
Institutional Holders
39
Q1 2024
Reported Value
$20M
Ticker
unmapped
private placement or foreign
Quarters Tracked
21
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $4M | 4.5K | Q1 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 1.9K | Q1 2024 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $1M | 1.8K | Q1 2024 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 1.8K | Q1 2024 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 1.3K | Q1 2024 |
| MAI Capital Management$17.7B AUM | 0.01% | $868,755 | 1.0K | Q1 2024 |
| INGALLS & SNYDER LLC$2.8B AUM | 0.04% | $820,000 | 972 | Q1 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $770,914 | 914 | Q1 2024 |
| Householder Group Estate & Retirement Specialist, LLC$134M AUM | 0.21% | $721,151 | 855 | Q1 2024 |
| Iron Gate Global Advisors LLC$947M AUM | 0.12% | $689,943 | 818 | Q1 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $512,818 | 608 | Q1 2024 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $452,000 | 650 | Q4 2023OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $409,917 | 486 | Q1 2024 |
| Calamos Wealth Management LLC$2.9B AUM | 0.02% | $393,048 | 466 | Q1 2024 |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $389,674 | 462 | Q1 2024 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $369,022 | 439 | Q1 2024 |
| Mariner, LLC$85.7B AUM | 0.00% | $366,901 | 435 | Q1 2024 |
| Howard Capital Management Inc.$6.1B AUM | 0.04% | $334,850 | 397 | Q1 2024 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $294,364 | 349 | Q1 2024 |
| Centric Wealth Management$501M AUM | 0.09% | $293,301 | 382 | Q1 2024 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $288,000 | 343 | Q1 2024 |
| Catalina Capital Group, LLC$168M AUM | 0.12% | $286,773 | 340 | Q1 2024 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.02% | $282,178 | 472 | Q2 2023OLDER |
| David J Yvars Group$212M AUM | 0.17% | $258,939 | 307 | Q1 2024 |
| CRA Financial Services, LLC$770M AUM | 0.06% | $255,566 | 303 | Q1 2024 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $250,505 | 297 | Q1 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $234,000 | 392 | Q2 2023OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $227,732 | 270 | Q1 2024 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.02% | $226,045 | 268 | Q1 2024 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $223,088 | 321 | Q4 2023OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $218,224 | 314 | Q4 2023OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.03% | $212,550 | 252 | Q1 2024 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $207,489 | 246 | Q1 2024 |
| LPL Financial LLC$376.6B AUM | 0.00% | $204,959 | 243 | Q1 2024 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $204,554 | 274 | Q4 2023OLDER |
| Truepoint, Inc.$4.5B AUM | 0.01% | $203,272 | 241 | Q1 2024 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $202,943 | 241 | Q1 2024 |
| Columbia Asset Management$525M AUM | 0.03% | $163,000 | 272 | Q2 2023OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $143,387 | 170 | Q1 2024 |
| WASHINGTON TRUST Co$3.0B AUM | 0.00% | $77,597 | 92 | Q1 2024 |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.03% | $58,199 | 69 | Q1 2024 |
| UBS Group AG$666.3B AUM | 0.00% | $56,511 | 67 | Q1 2024 |
| Register Financial Advisors LLC$271M AUM | 0.02% | $48,077 | 57 | Q1 2024 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $45,392 | 54 | Q1 2024 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $42,173 | 50 | Q1 2024 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $12,509 | 18 | Q4 2023OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q1 2024 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.