UBS AG London BranchETF 13F holders, Q1 2024 (March 31) 39 holders
2 famous investors
$842.12 avg. 13F price*
At the end of Q1 2024 , 39 institutions reported holding UBS AG London Branch in their 13F filings. The largest holders were Fisher Asset Management ($3.8M), Susquehanna International Group, LLP ($1.6M) and Johnson Investment Counsel Inc. ($1.5M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company UBS AG London Branch
CUSIP 902677780
Latest filing quarter Q1 2024
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 10 $1.6M Exits 5 $1.1M
Ownership 39 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Fisher Asset Management 0.00% Reduce -2.7% 4,492 $3.8M Susquehanna International Group, LLP 0.00% Add +4.8% 1,888 $1.6M Johnson Investment Counsel Inc. 0.02% No change 1,769 $1.5M Citadel Advisors 0.00% Add +210.2% 1,768 $1.5M Creative Planning 0.00% No change 1,339 $1.1M MAI Capital Management 0.01% No change 1,030 $869K Ingalls & Snyder LLC 0.04% Reduce -9.3% 972 $820K Northwestern Mutual Wealth Management Co. 0.00% No change 914 $771K Householder Group Estate & Retirement Specialist, LLC 0.21% No change 855 $721K Iron Gate Global Advisors LLC 0.13% No change 818 $690K Wealth Enhancement Advisory Services, LLC 0.00% No change 608 $513K PNC Financial Services Group, Inc. 0.00% No change 486 $410K Calamos Wealth Management LLC 0.02% No change 466 $393K Raymond James & Associates 0.00% No change 462 $390K CIBC Private Wealth Group LLC 0.00% No change 439 $369K Mariner, LLC 0.00% Reduce -55.3% 435 $367K Howard Capital Management, LLC 0.04% No change 397 $335K Avantax Advisory Services, Inc. 0.00% No change 349 $294K Centric Wealth Management 0.09% No change 382 $293K HighTower Advisors, LLC 0.00% No change 343 $288K Catalina Capital Group, LLC 0.12% New 340 $287K David J Yvars Group 0.17% No change 307 $259K CRA Financial Services, LLC 0.06% No change 303 $256K Kestra Advisory Services, LLC 0.00% No change 297 $251K Advisory Services Network, LLC 0.01% No change 270 $228K First American Trust, FSB 0.02% New 268 $226K Fort Point Capital Partners LLC 0.03% New 252 $213K Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 246 $207K LPL Financial LLC 0.00% New 243 $205K Truepoint, Inc. 0.01% New 241 $203K Empower Advisory Group, LLC 0.00% New 241 $203K Fifth Third Bancorp 0.00% No change 170 $143K Dogwood Wealth Management LLC 0.06% No change 100 $84K WASHINGTON TRUST Co 0.00% No change 92 $78K Mine & Arao Wealth Creation & Management, LLC. 0.03% No change 69 $58K UBS Group AG 0.00% Add +179.2% 67 $57K Register Financial Advisors LLC 0.03% New 57 $48K Farther Finance Advisors, LLC 0.00% New 54 $45K Trust Co. of Vermont 0.00% No change 50 $42K
"% of holder's portfolio" is UBS AG LONDON BRANCH's weight in each manager's 13F, not the share of UBS AG London Branch the manager owns.