UBS AG LONDON BRANCH
CUSIP 90274D382
Ubs AG London Branch has 29 institutional holders in Filings Flow’s 13F database, together reporting 6.51M shares worth $189M as of Q1 2026. The largest reported holders are Cibc Bancorp USA Inc., Cibc Private Wealth Group LLC, and Wells Fargo & Company/Mn.
Institutional Holders
29
Q1 2026
Reported Value
$189M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Marion Wealth Management$451M AUM | 3.88% | $17M | 602.4K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.25% | $255,619 | 8.8K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.15% | $233,700 | 8.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.13% | $79M | 3.13M | Q4 2025OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.13% | $2M | 60.0K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.12% | $90M | 3.09M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $635,142 | 21.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $3M | 100.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $65M | 2.25M | Q2 2026 |
| Diversified Trust Co$5.4B AUM | 0.01% | $661,067 | 22.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $473,497 | 16.3K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.01% | $239,740 | 9.5K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $310,691 | 10.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $139,349 | 4.8K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $51,675 | 1.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $52,256 | 1.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 137.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $710,701 | 24.6K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $275,069 | 9.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $321,658 | 11.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $211,927 | 7.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $419,470 | 14.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $395,045 | 15.8K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $344,541 | 11.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $233,439 | 8.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $216,122 | 8.6K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 42.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $89,690 | 3.6K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $6,387 | 220 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $329,503 | 11.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $539,485 | 18.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $17,419 | 600 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $70,000 | 2.6K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $58,196 | 2.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10,475 | 414 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6,524 | 25.8K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $29 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.