UBS Group AG (UBS) — Institutional Holders, Q2 2026 (page 2)
769 institutional investment managers reported a UBS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $62.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UBS 13F holders ranked 101–200 of 769
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | GAM Holding AG#101 · 762,272 sh | 762,272 | $37.9M | 2.90% | +8.5% |
| 102 | Quantinno Capital Management#102 · 754,276 sh | 754,276 | $37.4M | 0.04% | +21.9% |
| 103 | JANE STREET GROUP#103 · 746,183 sh | 746,183 | $37.0M | <0.01% | -74.7% |
| 104 | MACKENZIE FINANCIAL#104 · 884,672 sh | 884,672 | $35.4M | 0.04% | +23.7% |
| 105 | CHANNING GLOBAL ADVISORS#105 · 672,402 sh | 672,402 | $33.4M | 17.28% | -1.8% |
| 106 | CHARLES SCHWAB INVESTMENT MANAGEMENT#106 · 657,655 sh | 657,655 | $32.6M | <0.01% | +23.6% |
| 107 | Systrade AG#107 · 627,300 sh | 627,300 | $31.1M | — | 0.0% |
| 108 | LEVIN CAPITAL STRATEGIES, L.P.#108 · 624,785 sh | 624,785 | $31.0M | 2.08% | -1.4% |
| 109 | EDMOND DE ROTHSCHILD HOLDING S.A.#109 · 615,773 sh | 615,773 | $30.5M | 0.40% | -5.7% |
| 110 | D. E. Shaw#110 · 583,637 sh | 583,637 | $28.9M | 0.01% | -55.7% |
| 111 | STIFEL FINANCIAL#111 · 580,682 sh | 580,682 | $28.8M | 0.02% | +3.6% |
| 112 | Fiera Capital#112 · 574,968 sh | 574,968 | $28.5M | 0.10% | +0.5% |
| 113 | Maryland State Retirement & Pension System#113 · 572,521 sh | 572,521 | $28.4M | 0.49% | +61.0% |
| 114 | Baker Avenue Asset Management#114 · 524,274 sh | 524,274 | $26.0M | 0.49% | +2.9% |
| 115 | USS Investment Management Ltd#115 · 521,574 sh | 521,574 | $25.9M | 0.09% | -0.1% |
| 116 | O'SHAUGHNESSY ASSET MANAGEMENT#116 · 504,607 sh | 504,607 | $25.0M | 0.12% | +8.6% |
| 117 | TWO SIGMA INVESTMENTS#117 · 475,312 sh | 475,312 | $23.6M | 0.02% | +15.2% |
| 118 | Creative Planning#118 · 456,481 sh | 456,481 | $22.6M | 0.01% | +20.1% |
| 119 | VOYA INVESTMENT MANAGEMENT#119 · 425,511 sh | 425,511 | $21.1M | 0.02% | +6.0% |
| 120 | Haven Global Partners#120 · 423,016 sh | 423,016 | $21.0M | — | -35.8% |
| 121 | Neuberger Berman Group#121 · 416,384 sh | 416,384 | $20.7M | 0.01% | +41.0% |
| 122 | LAZARD ASSET MANAGEMENT#122 · 386,657 sh | 386,657 | $19.2M | 0.03% | +4.4% |
| 123 | GREAT LAKES ADVISORS#123 · 376,522 sh | 376,522 | $18.7M | 0.14% | +2.8% |
| 124 | LGT Fund Management Ltd.#124 · 376,123 sh | 376,123 | $18.6M | 0.78% | -9.5% |
| 125 | WORLDQUANT MILLENNIUM ADVISORS#125 · 374,138 sh | 374,138 | $18.5M | 0.06% | -23.3% |
| 126 | Pictet North America Advisors SA#126 · 369,357 sh | 369,357 | $18.3M | — | -0.1% |
| 127 | GARDNER LEWIS ASSET MANAGEMENT L P#127 · 363,525 sh | 363,525 | $18.0M | 4.01% | 0.0% |
| 128 | Gator Capital Management#128 · 346,600 sh | 346,600 | $17.2M | 3.60% | -8.8% |
| 129 | RBF Capital#129 · 340,000 sh | 340,000 | $16.9M | 0.70% | 0.0% |
| 130 | CITADEL ADVISORS#130 · 336,523 sh | 336,523 | $16.7M | <0.01% | -50.3% |
| 131 | PRUDENTIAL PLC#131 · 326,475 sh | 326,475 | $16.2M | 0.09% | +1.1% |
| 132 | CIBC WORLD MARKET#132 · 325,720 sh | 325,720 | $16.1M | 0.03% | -3.6% |
| 133 | LPL Financial#133 · 325,540 sh | 325,540 | $16.1M | <0.01% | +8.6% |
| 134 | Baader Bank Aktiengesellschaft#134 · 321,846 sh | 321,846 | $15.9M | 1.20% | 0.0% |
| 135 | MetLife Investment Management#135 · 311,934 sh | 311,934 | $15.5M | 0.07% | +3.9% |
| 136 | Andra AP-fonden#136 · 366,087 sh | 366,087 | $14.7M | 0.17% | -17.2% |
| 137 | Groupe la Francaise#137 · 293,780 sh | 293,780 | $14.6M | 0.09% | +341.5% |
| 138 | GROUPAMA ASSET MANAGMENT#138 · 350,855 sh | 350,855 | $14.0M | 0.18% | +21.8% |
| 139 | CONTRAVISORY INVESTMENT MANAGEMENT#139 · 276,622 sh | 276,622 | $13.7M | — | -4.8% |
| 140 | Promethos Capital#140 · 274,025 sh | 274,025 | $13.6M | 3.69% | +17.6% |
| 141 | Henry James International Management#141 · 272,365 sh | 272,365 | $13.5M | — | 0.0% |
| 142 | EVERGREEN CAPITAL MANAGEMENT#142 · 269,605 sh | 269,605 | $13.4M | — | +886.7% |
| 143 | Fideuram Asset Management (Ireland) dac#143 · 326,107 sh | 326,107 | $12.9M | 0.24% | +1668.7% |
| 144 | Pathstone#144 · 249,033 sh | 249,033 | $12.3M | 0.04% | +13.6% |
| 145 | TUDOR INVESTMENT ET AL#145 · 248,111 sh | 248,111 | $12.3M | 0.02% | -10.1% |
| 146 | Cerity Partners#146 · 245,469 sh | 245,469 | $12.2M | 0.01% | +14.5% |
| 147 | Mariner#147 · 239,614 sh | 239,614 | $11.9M | 0.01% | +5.2% |
| 148 | Value Partners Investments#148 · 238,892 sh | 238,892 | $11.8M | — | -0.5% |
| 149 | Crossmark Global#149 · 222,503 sh | 222,503 | $11.0M | — | -1.6% |
| 150 | RPg Family Wealth Advisory#150 · 213,729 sh | 213,729 | $10.6M | 1.73% | +2.0% |
| 151 | INGALLS & SNYDER#151 · 209,623 sh | 209,623 | $10.4M | 0.28% | +8.1% |
| 152 | QRG CAPITAL MANAGEMENT#152 · 201,143 sh | 201,143 | $10.0M | 0.08% | +19.2% |
| 153 | Vanguard Personalized Indexing Management#153 · 193,469 sh | 193,469 | $9.6M | 0.08% | +9.7% |
| 154 | Mount Yale Investment Advisors#154 · 190,346 sh | 190,346 | $9.4M | 0.17% | +14.6% |
| 155 | INTECH INVESTMENT MANAGEMENT#155 · 189,448 sh | 189,448 | $9.4M | 0.09% | -13.3% |
| 156 | TD Waterhouse Canada#156 · 187,902 sh | 187,902 | $9.4M | — | +21.8% |
| 157 | FIRST ADVISORS#157 · 183,740 sh | 183,740 | $9.1M | <0.01% | -0.9% |
| 158 | M&T BANK#158 · 182,764 sh | 182,764 | $9.1M | 0.03% | +5.7% |
| 159 | VAN ECK ASSOCIATES#159 · 179,747 sh | 179,747 | $8.9M | <0.01% | New |
| 160 | SEI INVESTMENTS#160 · 171,980 sh | 171,980 | $8.5M | <0.01% | -2.4% |
| 161 | Laird Norton Wetherby Company#161 · 170,971 sh | 170,971 | $8.5M | 0.16% | +3.0% |
| 162 | Toroso Investments#162 · 167,457 sh | 167,457 | $8.3M | 0.01% | New |
| 163 | Exane Asset Management#163 · 180,748 sh | 180,748 | $8.3M | — | -90.4% |
| 164 | MILLENNIUM MANAGEMENT#164 · 165,363 sh | 165,363 | $8.2M | <0.01% | -67.2% |
| 165 | MML INVESTORS SERVICES#165 · 163,223 sh | 163,223 | $8.1M | 0.02% | +72.0% |
| 166 | MERCER GLOBAL ADVISORS#166 · 160,099 sh | 160,099 | $7.9M | <0.01% | +64.2% |
| 167 | RITHOLTZ WEALTH MANAGEMENT#167 · 158,219 sh | 158,219 | $7.8M | 0.12% | +1.9% |
| 168 | Quantbot Technologies#168 · 156,520 sh | 156,520 | $7.8M | 0.31% | +22.4% |
| 169 | Cetera Investment Advisers#169 · 156,481 sh | 156,481 | $7.8M | <0.01% | +12.2% |
| 170 | MARSHALL WACE, LLP#170 · 155,130 sh | 155,130 | $7.7M | <0.01% | New |
| 171 | INSPIRE , N.A.#171 · 155,000 sh | 155,000 | $7.7M | 1.06% | -3.1% |
| 172 | Triasima Portfolio Management#172 · 154,449 sh | 154,449 | $7.7M | — | +4.2% |
| 173 | BESSEMER GROUP#173 · 152,569 sh | 152,569 | $7.6M | 0.01% | +33.6% |
| 174 | NatWest Group plc#174 · 152,430 sh | 152,430 | $7.6M | 1.35% | +3.0% |
| 175 | Rockefeller Capital Management L.P.#175 · 151,317 sh | 151,317 | $7.5M | 0.01% | +202.0% |
| 176 | Orion Porfolio Solutions#176 · 150,741 sh | 150,741 | $7.5M | 0.06% | +29.0% |
| 177 | Ethic#177 · 150,546 sh | 150,546 | $7.5M | 0.09% | +97.8% |
| 178 | Dixon Mitchell Investment Counsel#178 · 146,000 sh | 146,000 | $7.2M | 0.24% | New |
| 179 | Campbell & Investment Adviser#179 · 142,422 sh | 142,422 | $7.1M | 0.37% | -5.9% |
| 180 | PNC FINANCIAL SERVICES GROUP#180 · 137,057 sh | 137,057 | $6.8M | <0.01% | +7.9% |
| 181 | Callan Family Office#181 · 136,735 sh | 136,735 | $6.8M | 0.13% | -1.8% |
| 182 | NLB Skladi, upravljanje premozenja, d.o.o.#182 · 136,384 sh | 136,384 | $6.8M | — | -9.5% |
| 183 | HELIOS CAPITAL MANAGEMENT PTE. LTD#183 · 136,000 sh | 136,000 | $6.7M | — | 0.0% |
| 184 | ASSETMARK#184 · 135,348 sh | 135,348 | $6.7M | — | +32.4% |
| 185 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#185 · 133,183 sh | 133,183 | $6.6M | <0.01% | -91.5% |
| 186 | Gradient Investments#186 · 132,484 sh | 132,484 | $6.6M | — | +4.1% |
| 187 | US BANCORP \DE\#187 · 130,512 sh | 130,512 | $6.5M | <0.01% | +17.8% |
| 188 | Mizuho Markets Cayman#188 · 129,919 sh | 129,919 | $6.4M | 0.24% | New |
| 189 | Banco Santander, S.A.#189 · 128,465 sh | 128,465 | $6.4M | 0.04% | -8.9% |
| 190 | QUADRANT CAPITAL GROUP#190 · 126,826 sh | 126,826 | $6.3M | — | -41.8% |
| 191 | HighTower Advisors#191 · 126,700 sh | 126,700 | $6.3M | <0.01% | -8.2% |
| 192 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#192 · 126,354 sh | 126,354 | $6.3M | <0.01% | -49.3% |
| 193 | LEUCADIA NATIONAL#193 · 123,024 sh | 123,024 | $6.1M | 0.04% | +102.2% |
| 194 | Ninety One North America#194 · 117,577 sh | 117,577 | $5.8M | — | -13.1% |
| 195 | PLATINUM INVESTMENT MANAGEMENT LTD#195 · 117,507 sh | 117,507 | $5.8M | 1.43% | 0.0% |
| 196 | Ensign Peak Advisors#196 · 115,794 sh | 115,794 | $5.8M | <0.01% | 0.0% |
| 197 | Timber Creek Capital Management#197 · 109,432 sh | 109,432 | $5.4M | 1.11% | +0.3% |
| 198 | LORD, ABBETT#198 · 108,318 sh | 108,318 | $5.4M | 0.02% | New |
| 199 | Corient Private Wealth#199 · 104,646 sh | 104,646 | $5.2M | <0.01% | -4.9% |
| 200 | Plato Investment Management Ltd#200 · 99,572 sh | 99,572 | $4.9M | 0.28% | -8.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.