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UBS AG London Branch

CUSIP: 902677780 | 135 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2024

Fisher Asset Management, LLC4,492
0.0% of portfolio›$3.8M
Susquehanna International Group, LLP1,888
0.0% of portfolio›$1.6M
Johnson Investment Counsel Inc1,769
0.0% of portfolio›$1.5M
Citadel Advisors LLC1,768
0.0% of portfolio›$1.5M
Creative Planning1,339
0.0% of portfolio›$1.1M
MAI Capital Management1,030
0.0% of portfolio›$868.8K
Ingalls & Snyder LLC972
0.0% of portfolio›$820
Northwestern Mutual Wealth Management Co914
0.0% of portfolio›$770.9K
Householder Group Estate & Retirement Specialist, LLC855
0.2% of portfolio›$721.2K
Iron Gate Global Advisors LLC818
0.1% of portfolio›$689.9K
Wealth Enhancement Advisory Services, LLC608
0.0% of portfolio›$512.8K
PNC Financial Services Group, Inc.486
0.0% of portfolio›$409.9K
Calamos Wealth Management LLC466
0.0% of portfolio›$393.0K
Raymond James & Associates462
0.0% of portfolio›$389.7K
Atlantic Trust Group, LLC439
0.0% of portfolio›$369.0K
Mariner, LLC435
0.0% of portfolio›$366.9K
Howard Capital Management, LLC397
0.0% of portfolio›$334.9K
Centric Wealth Management382
0.1% of portfolio›$293.3K
H D Vest Advisory Services349
0.0% of portfolio›$294.4K
HighTower Advisors, LLC343
0.0% of portfolio›$288.0K
Catalina Capital Group, LLC340
0.1% of portfolio›$286.8K
David J Yvars Group307
0.2% of portfolio›$258.9K
CRA Financial Services, LLC303
0.1% of portfolio›$255.6K
Kestra Advisory Services, LLC297
0.0% of portfolio›$250.5K
Advisory Services Network, LLC270
0.0% of portfolio›$227.7K
First American Trust, FSB268
0.0% of portfolio›$226.0K
Fort Point Capital Partners LLC252
0.0% of portfolio›$212.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management246
0.0% of portfolio›$207.5K
LPL Financial LLC243
0.0% of portfolio›$205.0K
Truepoint, Inc.241
0.0% of portfolio›$203.3K
Empower Advisory Group, LLC241
0.0% of portfolio›$202.9K
Fifth Third Bancorp170
0.0% of portfolio›$143.4K
Dogwood Wealth Management LLC100
0.1% of portfolio›$84.3K
Washington Trust Co92
0.0% of portfolio›$77.6K
Mine & Arao Wealth Creation & Management, Llc.69
0.0% of portfolio›$58.2K
UBS Group AG67
0.0% of portfolio›$56.5K
Register Financial Advisors LLC57
0.0% of portfolio›$48.1K
Farther Finance Advisors, LLC54
0.0% of portfolio›$45.4K
Trust Co of Vermont50
0.0% of portfolio›$42.2K
Proequities, Inc.0
0.0% of portfolio›$0
CoreCap Advisors, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Fisher Asset Management, LLC
4,492$3.8M0.0%CoreLowPlano, TX2024-05-09
Susquehanna International Group, LLP
1,888$1.6M0.0%GrowthHighBala Cynwyd, PA2024-05-07
Johnson Investment Counsel Inc
1,769$1.5M0.0%CoreLowCincinnati, OH2024-05-09
Citadel Advisors LLC
1,768$1.5M0.0%CoreVery HighMiami, FL2024-05-15
Creative Planning
1,339$1.1M0.0%IndexVery LowOverland Park, KS2024-05-13
MAI Capital Management
1,030$868.8K0.0%IndexVery LowIndependence, OH2024-05-08
Ingalls & Snyder LLC
972$8200.0%CoreVery LowNew York, NY2024-05-13
Northwestern Mutual Wealth Management Co
914$770.9K0.0%IndexVery LowMilwaukee, WI2024-05-15
Householder Group Estate & Retirement Specialist, LLC
855$721.2K0.2%GrowthVery LowScottsdale, AZ2024-05-03
Iron Gate Global Advisors LLC
818$689.9K0.1%CoreLowNsl, UT2024-05-15
Wealth Enhancement Advisory Services, LLC
608$512.8K0.0%CoreLowPlymouth, MN2024-04-15
PNC Financial Services Group, Inc.
486$409.9K0.0%GrowthVery LowPittsburgh, PA2024-05-10
Calamos Wealth Management LLC
466$393.0K0.0%GrowthMediumNaperville, IL2024-05-08
Raymond James & Associates
462$389.7K0.0%N/AN/ASt Petersburg, FL2024-04-22
Atlantic Trust Group, LLC
439$369.0K0.0%N/AN/AAtlanta, 2Q2024-05-10
Mariner, LLC
435$366.9K0.0%GrowthLowOverland Park, KS2024-05-15
Howard Capital Management, LLC
397$334.9K0.0%ETFHighAlpharetta, GA2024-05-06
Centric Wealth Management
382$293.3K0.1%CoreLowChicago, IL2024-05-01
H D Vest Advisory Services
349$294.4K0.0%GrowthVery LowIrving, TX2024-05-08
HighTower Advisors, LLC
343$288.0K0.0%IndexLowChicago, IL2024-05-06
Catalina Capital Group, LLC
340$286.8K0.1%GrowthLowTorrance, CA2024-05-03
David J Yvars Group
307$258.9K0.2%GrowthLowUniversity Park, FL2024-04-11
CRA Financial Services, LLC
303$255.6K0.1%ETFVery LowNorthfield, NJ2024-04-17
Kestra Advisory Services, LLC
297$250.5K0.0%CoreLowAustin, TX2024-05-15
Advisory Services Network, LLC
270$227.7K0.0%GrowthLowAtlanta, GA2024-05-06
First American Trust, FSB
268$226.0K0.0%CoreMediumSanta Ana, CA2024-05-13
Fort Point Capital Partners LLC
252$212.6K0.0%ETFLowSan Francisco, CA2024-05-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
246$207.5K0.0%GrowthVery LowSeattle, WA2024-05-07
LPL Financial LLC
243$205.0K0.0%IndexVery LowFort Mill, SC2024-05-10
Truepoint, Inc.
241$203.3K0.0%ETFVery LowCincinnati, OH2024-05-09
Empower Advisory Group, LLC
241$202.9K0.0%ETFVery LowGreenwood Village, CO2024-05-02
Fifth Third Bancorp
170$143.4K0.0%IndexVery LowCincinnati, OH2024-04-23
Dogwood Wealth Management LLC
100$84.3K0.1%ETFMediumLenexa, KS2025-02-28
Washington Trust Co
92$77.6K0.0%GrowthVery LowWesterly, RI2024-04-23
Mine & Arao Wealth Creation & Management, Llc.
69$58.2K0.0%GrowthVery LowCampbell, CA2024-05-09
UBS Group AG
67$56.5K0.0%CoreMediumZurich, Switzerland2024-05-13
Register Financial Advisors LLC
57$48.1K0.0%GARPLowAtlanta, GA2024-04-16
Farther Finance Advisors, LLC
54$45.4K0.0%IndexLowSan Francisco, CA2024-05-14
Trust Co of Vermont
50$42.2K0.0%CoreVery LowBrattleboro, VT2024-05-03
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01
CoreCap Advisors, LLC
0$00.0%ETFMediumSouthfield, MI2024-08-08