UCIB — UBS AG London Branch Institutional Holders · Q2 2026
Who owns UBS AG London Branch (UCIB)? 13 institutions reported holding $19.70M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Envestnet Asset Management Inc ($6.7M), Legacy Wealth Asset Management, LLC ($5.4M), RHS Financial, LLC ($4.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 206,905 | Trimmed |
| 2 | Legacy Wealth Asset Management, LLC | $5.4M | 166,719 | Trimmed |
| 3 | RHS Financial, LLC | $4.1M | 126,850 | Added |
| 4 | &PARTNERS | $1.5M | 46,513 | Added |
| 5 | Bruce G. Allen Investments, LLC | $510,520 | 15,678 | Trimmed |
| 6 | AlTi Global, Inc. | $384,748 | 11,867 | New |
| 7 | Corient Private Wealth LLC | $334,420 | 10,270 | Hold |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $304,234 | 9,343 | New |
| 9 | Dorsey & Whitney Trust CO LLC | $252,166 | 7,744 | Trimmed |
| 10 | Smartleaf Asset Management LLC | $65,028 | 2,014 | Hold |
| 11 | MORGAN STANLEY | $21,524 | 661 | Hold |
| 12 | JPMORGAN CHASE & CO | $5,812 | 180 | Hold |
| 13 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30