DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
AMUB

UBS AG LONDON BRANCH

8 institutions still hold UBS AG LONDON BRANCH as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90274D374·8 13F holders·last filed Mar 31, 2026
Market cap
2.0%
vs prior quarter
13F value held
$2M
70.0% inst. owned
of float
Holders
8
+39 QoQ
filers reporting
Activity
+74 / −16
+857 added · −740 reduced
this quarter
Concentration
78.60%
North Capital, Inc. #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported AMUB in Q1 2026. North Capital, Inc. leads at 78.6% of the visible book. +39 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
North Capital, Inc.
CIK 0002065938
$2M88K1.62%Q1 2026
02
Hamilton Wealth, LLC
CIK 0001760263
$254,09512K0.02%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$155,3467K0.00%Q1 2026
04
PRIVATE TRUST CO NA
CIK 0001277557
$68,7683K0.01%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$32,7142K0.00%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$9,1964240.00%Q1 2026
07
Virtu Financial LLC
CIK 0001533964· Market maker
$45121K0.02%Q1 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025