# UBS AG LONDON BRANCH (UCIB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UCIB/

- Reporting holders: 12
- Reported value: $26.8M
- Shares held by institutions: 821,919 of 3,858,408,466 outstanding
- 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 |
|---|---|---|---|---|
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $13.5M | 413,810 | 0.0% | 26 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $5.4M | 166,719 | 1.2% | 23 |
| [RHS Financial, LLC](https://holderbook.com/funds/1766514-rhs-financial-llc/) | $4.1M | 126,850 | 1.7% | 26 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $1.5M | 46,513 | 0.0% | 2 |
| [Corient Private Wealth LP](https://holderbook.com/funds/1948780-corient-private-wealth-lp/) | $668.8K | 20,540 | 0.0% | 11 |
| [Bruce G. Allen Investments, LLC](https://holderbook.com/funds/2005409-bruce-g-allen-investments-llc/) | $510.5K | 15,678 | 0.3% | 11 |
| [AlTi Global, Inc.](https://holderbook.com/funds/1838615-alti-global-inc/) | $384.7K | 11,867 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $304.2K | 9,343 | 0.0% | 1 |
| [Dorsey & Whitney Trust CO LLC](https://holderbook.com/funds/1384042-dorsey-whitney-trust-co-llc/) | $252.2K | 7,744 | 0.0% | 6 |
| [Smartleaf Asset Management LLC](https://holderbook.com/funds/2010393-smartleaf-asset-management-llc/) | $65.0K | 2,014 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $21.5K | 661 | 0.0% | 22 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $5.8K | 180 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 12 | $26.8M |
| Q1 2026 | 11 | $19.5M |
| Q4 2025 | 10 | $14.6M |
| Q3 2025 | 10 | $13.7M |
| Q2 2025 | 10 | $12.3M |
| Q1 2025 | 10 | $11.7M |
| Q4 2024 | 9 | $10.8M |
| Q3 2024 | 11 | $11.2M |
| Q2 2024 | 12 | $13.0M |
| Q1 2024 | 10 | $12.2M |
| Q4 2023 | 11 | $11.4M |
| Q3 2023 | 7 | $10.8M |