# UBS AG LONDON BRANCH (FBGX)

> Institutional ownership reported to the SEC as of Q1 2024, from Form 13F filings. Source: https://holderbook.com/stocks/FBGX/

- Reporting holders: 39
- Reported value: $20.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fisher Asset Management, LLC](https://holderbook.com/funds/850529-fisher-asset-management-llc/) | $3.8M | 4,492 | 0.0% | 22 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.6M | 1,888 | 0.0% | 15 |
| [JOHNSON INVESTMENT COUNSEL INC](https://holderbook.com/funds/821197-johnson-investment-counsel-inc/) | $1.5M | 1,769 | 0.0% | 22 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.5M | 1,768 | 0.0% | 2 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $1.1M | 1,339 | 0.0% | 22 |
| [MAI Capital Management](https://holderbook.com/funds/1040197-mai-capital-management/) | $868.8K | 1,030 | 0.0% | 16 |
| [INGALLS & SNYDER LLC](https://holderbook.com/funds/1041885-ingalls-snyder-llc/) | $820.0K | 972 | 0.0% | 18 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $770.9K | 914 | 0.0% | 22 |
| [Householder Group Estate & Retirement Specialist, LLC](https://holderbook.com/funds/1881590-householder-group-estate-retirement-specialist-llc/) | $721.2K | 855 | 0.2% | 4 |
| [Iron Gate Global Advisors LLC](https://holderbook.com/funds/1131181-iron-gate-global-advisors-llc/) | $689.9K | 818 | 0.1% | 16 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $512.8K | 608 | 0.0% | 3 |
| [PNC Financial Services Group, Inc.](https://holderbook.com/funds/713676-pnc-financial-services-group-inc/) | $409.9K | 486 | 0.0% | 22 |
| [Calamos Wealth Management LLC](https://holderbook.com/funds/1455258-calamos-wealth-management-llc/) | $393.0K | 466 | 0.0% | 5 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $389.7K | 462 | 0.0% | 16 |
| [CIBC Private Wealth Group, LLC](https://holderbook.com/funds/1298088-cibc-private-wealth-group-llc/) | $369.0K | 439 | 0.0% | 3 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $366.9K | 435 | 0.0% | 5 |
| [Howard Capital Management Inc.](https://holderbook.com/funds/1733173-howard-capital-management-inc/) | $334.9K | 397 | 0.0% | 4 |
| [AVANTAX ADVISORY SERVICES, INC.](https://holderbook.com/funds/1303042-avantax-advisory-services-inc/) | $294.4K | 349 | 0.0% | 2 |
| [Centric Wealth Management](https://holderbook.com/funds/1752761-centric-wealth-management/) | $293.3K | 382 | 0.1% | 4 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $288.0K | 343 | 0.0% | 2 |
| [Catalina Capital Group, LLC](https://holderbook.com/funds/2018090-catalina-capital-group-llc/) | $286.8K | 340 | 0.1% | 1 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $258.9K | 307 | 0.2% | 2 |
| [CRA Financial Services, LLC](https://holderbook.com/funds/1765594-cra-financial-services-llc/) | $255.6K | 303 | 0.1% | 2 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $250.5K | 297 | 0.0% | 2 |
| [Advisory Services Network, LLC](https://holderbook.com/funds/1573876-advisory-services-network-llc/) | $227.7K | 270 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 39 | $20.1M |
| Q4 2023 | 35 | $16.0M |
| Q3 2023 | 25 | $11.7M |
| Q2 2023 | 28 | $13.6M |
| Q1 2023 | 29 | $13.7M |
| Q4 2022 | 23 | $9.6M |
| Q3 2022 | 31 | $61.0M |
| Q2 2022 | 33 | $12.5M |
| Q1 2022 | 39 | $22.5M |
| Q4 2021 | 47 | $26.6M |
| Q3 2021 | 39 | $21.9M |
| Q2 2021 | 37 | $22.4M |