Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBS AG LONDON BRANCH (UCIB)

10 + Investors. Track Smart Money conviction in UCIB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
44%

Smart Money Signals — UCIB

Based on 10 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
10 funds currently hold this stock — 83% of the 3.0-year high of 12 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UCIB is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

4 buying5 selling
Last quarter: 5 funds reduced or exited vs 4 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 1 → 0 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

80% of holders stayed for 2+ years

80% conviction (2yr+) 0% medium 20% new
8 out of 10 hedge funds have held UCIB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +36% but shares only +16% — price-driven

Value
+35%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~2 new funds/quarter

2 → 0 → 1 → 0 → 2 new funds/Q
New funds entering each quarter: 0 → 1 → 0 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 80% of holders stayed 2+ years

80% veterans 0% 1-2yr 20% new
Of 10 current holders: 8 (80%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
3 of 10 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UCIB

In 2026 Q1, 4 hedge funds were net buyers of UCIB (2 opened a new position, 2 added to an existing one), while 5 reduced or exited (3 trimmed, 2 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 37% of total institutional value in UCIB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 10.

Hedge Fund Ownership: UCIB

How many hedge funds hold UCIB — quarterly history vs. share price
Quarterly hedge fund ownership of UCIB vs. share price

Market Analysis: UCIB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UCIB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy UBS AG LONDON BRANCH (UCIB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UCIB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
UCIB
+2.5%
SPY
+11.7%

UCIB outperformed SPY by -9.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
UCIB
-2.9%
SPY
-1.7%

Since the filing became public, UCIB outperformed SPY by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: UCIB
10 + Investors

Track Smart Money conviction in UCIB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 10 10 -
13F Shares 591K 511K 15.59%
Total Value $19M $14M 35.78%
New Positions 2 0 +2
Increased Positions 2 4 -2
Closed Positions 2 0 +2
Reduced Positions 3 3 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UCIB

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Institutional Holders (2026 Q1)

10 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UCIB. Verified SEC 13F-HR filings.

QUARTER:
Top 10 institutional holders of UCIB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RHS Financial, LLC 1.80% 115,372 $3.8M
2 Legacy Wealth Asset Management, LLC 1.39% 172,848 $5.7M
3 Bruce G. Allen Investments, LLC 0.36% 16,538 $545K
4 Dorsey & Whitney Trust CO LLC 0.01% 7,810 $257K
5 &PARTNERS 0.01% 45,493 $1.5M
6 Smartleaf Asset Management LLC 0.00% 2,014 $67K
7 ENVESTNET ASSET MANAGEMENT INC 0.00% 211,612 $7.0M
8 Corient Private Wealth LLC 0.00% 10,270 $339K
9 JANE STREET GROUP, LLC 0.00% 8,350 $275K
10 MORGAN STANLEY 0.00% 661 $22K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UBS AG LONDON BRANCH (UCIB)

What does the Smart Money Trend signal show for UCIB?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for UCIB?

More sellers than buyers — 44% buying: Last quarter: 5 funds reduced or exited vs 4 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UCIB holders?

Strong quality — 37% AUM from major funds: 3 of 10 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UCIB?

80% of holders stayed for 2+ years: 8 out of 10 hedge funds have held UCIB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy UBS AG LONDON BRANCH (UCIB) following the 2026 Q1 hedge fund 13F filings?

As of today, UCIB has moved -2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), UCIB has gained +2.5% vs +11.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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