UBS Group AG (UBS) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 769
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | HRT FINANCIAL#201 · 198,423 sh | 198,423 | $4.9M | 0.01% | +163.5% |
| 202 | SIH Partners, LLLP#202 · 98,350 sh | 98,350 | $4.9M | 0.03% | -96.8% |
| 203 | Osmosis Investment Management UK Ltd#203 · 96,968 sh | 96,968 | $4.8M | 0.22% | -51.8% |
| 204 | Bleakley Financial Group#204 · 93,266 sh | 93,266 | $4.6M | 0.06% | +15.9% |
| 205 | Metis Global Partners#205 · 92,411 sh | 92,411 | $4.6M | 0.10% | +6.9% |
| 206 | SIGNATUREFD#206 · 86,732 sh | 86,732 | $4.3M | — | +8.6% |
| 207 | Vestmark Advisory Solutions#207 · 85,946 sh | 85,946 | $4.3M | 0.04% | -36.0% |
| 208 | HIGHLAND CAPITAL MANAGEMENT#208 · 83,806 sh | 83,806 | $4.2M | — | -0.2% |
| 209 | Squarepoint Ops#209 · 80,944 sh | 80,944 | $4.0M | <0.01% | -58.3% |
| 210 | Polymer Capital Management (HK) LTD#210 · 78,801 sh | 78,801 | $3.9M | 0.20% | New |
| 211 | CenterBook Partners#211 · 77,849 sh | 77,849 | $3.9M | 0.19% | -10.0% |
| 212 | PRICE T ROWE ASSOCIATES#212 · 77,560 sh | 77,560 | $3.8M | <0.01% | -3.4% |
| 213 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#213 · 76,900 sh | 76,900 | $3.8M | <0.01% | -4.1% |
| 214 | TRUIST FINANCIAL#214 · 75,663 sh | 75,663 | $3.7M | <0.01% | +54.4% |
| 215 | ARGA Investment Management#215 · 75,301 sh | 75,301 | $3.7M | 0.10% | 0.0% |
| 216 | Vident Advisory#216 · 75,159 sh | 75,159 | $3.7M | 0.03% | +3.3% |
| 217 | Independent Advisor Alliance#217 · 75,104 sh | 75,104 | $3.7M | 0.09% | -11.3% |
| 218 | BTC Capital Management#218 · 74,765 sh | 74,765 | $3.7M | 0.23% | +3.0% |
| 219 | GLENMEDE NA#219 · 74,740 sh | 74,740 | $3.7M | 0.02% | -1.2% |
| 220 | EQUITABLE#220 · 74,386 sh | 74,386 | $3.7M | — | -0.8% |
| 221 | IEQ CAPITAL#221 · 73,940 sh | 73,940 | $3.7M | 0.02% | +6.1% |
| 222 | Banque Transatlantique SA#222 · 72,543 sh | 72,543 | $3.6M | 0.08% | +3.3% |
| 223 | MITCHELL CAPITAL MANAGEMENT#223 · 69,781 sh | 69,781 | $3.5M | 0.53% | +3.6% |
| 224 | Alaethes Wealth#224 · 69,731 sh | 69,731 | $3.5M | 1.00% | -0.2% |
| 225 | CHOREO#225 · 69,570 sh | 69,570 | $3.4M | 0.04% | +0.7% |
| 226 | PDT Partners#226 · 67,648 sh | 67,648 | $3.4M | 0.18% | -77.8% |
| 227 | TrueMark Investments#227 · 67,374 sh | 67,374 | $3.3M | 0.42% | +14.6% |
| 228 | OPAL CAPITAL#228 · 67,374 sh | 67,374 | $3.3M | 0.60% | +14.6% |
| 229 | GROUP ONE TRADING, L.P.#229 · 67,158 sh | 67,158 | $3.3M | <0.01% | -10.6% |
| 230 | SBI Securities , Ltd.#230 · 66,955 sh | 66,955 | $3.3M | — | +946.3% |
| 231 | CLOVERFIELDS CAPITAL GROUP#231 · 65,735 sh | 65,735 | $3.3M | 0.99% | -8.9% |
| 232 | Permanent Capital Management#232 · 64,477 sh | 64,477 | $3.2M | 0.43% | 0.0% |
| 233 | Integrated Wealth Concepts#233 · 62,814 sh | 62,814 | $3.1M | 0.02% | -9.3% |
| 234 | Altman Advisors#234 · 62,585 sh | 62,585 | $3.1M | 1.11% | -1.0% |
| 235 | Stamos Capital Partners, L.P.#235 · 62,364 sh | 62,364 | $3.1M | 0.47% | -11.4% |
| 236 | Pictet & Cie (Europe) SA#236 · 61,209 sh | 61,209 | $3.0M | — | -38.0% |
| 237 | LANDESBANK BADEN-WUERTTEMBERG#237 · 61,435 sh | 61,435 | $3.0M | 1.13% | -23.1% |
| 238 | Wealth Alliance Advisory Group#238 · 60,959 sh | 60,959 | $3.0M | — | 0.0% |
| 239 | IMC-Chicago#239 · 60,720 sh | 60,720 | $3.0M | <0.01% | -10.2% |
| 240 | Orca Wealth Management#240 · 59,821 sh | 59,821 | $3.0M | — | 0.0% |
| 241 | Focus Partners Wealth#241 · 58,315 sh | 58,315 | $2.9M | <0.01% | +5.9% |
| 242 | FACTORY MUTUAL INSURANCE#242 · 57,893 sh | 57,893 | $2.9M | 0.03% | +58.4% |
| 243 | CIGNA INVESTMENTS#243 · 57,440 sh | 57,440 | $2.9M | — | +2.0% |
| 244 | WEALTH ENHANCEMENT ADVISORY SERVICES#244 · 54,506 sh | 54,506 | $2.8M | — | +15.8% |
| 245 | PARK AVENUE SECURITIES#245 · 54,346 sh | 54,346 | $2.7M | — | +16.4% |
| 246 | CIM#246 · 52,031 sh | 52,031 | $2.6M | 0.33% | +3.9% |
| 247 | Legacy Wealth Asset Management#247 · 51,940 sh | 51,940 | $2.6M | — | -1.2% |
| 248 | Marex Group plc#248 · 51,382 sh | 51,382 | $2.5M | 0.01% | -3.2% |
| 249 | Bellecapital International Ltd.#249 · 51,154 sh | 51,154 | $2.5M | — | New |
| 250 | MITCHELL & PAHL PRIVATE WEALTH#250 · 51,081 sh | 51,081 | $2.5M | — | -0.2% |
| 251 | Sequoia Financial Advisors#251 · 50,412 sh | 50,412 | $2.5M | 0.01% | -11.3% |
| 252 | NewEdge Advisors#252 · 50,288 sh | 50,288 | $2.5M | <0.01% | New |
| 253 | Compound Planning#253 · 50,020 sh | 50,020 | $2.5M | 0.06% | +21.7% |
| 254 | Sanctuary Advisors#254 · 49,691 sh | 49,691 | $2.5M | 0.01% | +17.6% |
| 255 | HANTZ FINANCIAL SERVICES#255 · 48,575 sh | 48,575 | $2.4M | 0.03% | -4.8% |
| 256 | Atria Investments#256 · 47,613 sh | 47,613 | $2.4M | — | +37.3% |
| 257 | KEYBANK NATIONAL ASSOCIATION#257 · 46,204 sh | 46,204 | $2.3M | <0.01% | +70.4% |
| 258 | Allspring Global Investments#258 · 45,243 sh | 45,243 | $2.2M | <0.01% | 0.0% |
| 259 | Savant Capital#259 · 47,292 sh | 47,292 | $2.2M | <0.01% | +184.9% |
| 260 | COMMONWEALTH EQUITY SERVICES#260 · 42,347 sh | 42,347 | $2.1M | <0.01% | -0.4% |
| 261 | OSAIC#261 · 42,046 sh | 42,046 | $2.1M | <0.01% | +17.8% |
| 262 | SRS Capital Advisors#262 · 41,789 sh | 41,789 | $2.1M | 0.01% | +702.1% |
| 263 | Caprock Group#263 · 41,370 sh | 41,370 | $2.1M | 0.04% | +20.6% |
| 264 | Evelyn Partners Group Ltd#264 · 40,992 sh | 40,992 | $2.0M | <0.01% | — |
| 265 | CULLINAN ASSOCIATES#265 · 40,407 sh | 40,407 | $2.0M | 0.15% | 0.0% |
| 266 | Ballentine Partners#266 · 40,224 sh | 40,224 | $2.0M | 0.02% | +2.4% |
| 267 | RHUMBLINE ADVISERS#267 · 39,664 sh | 39,664 | $2.0M | <0.01% | +0.2% |
| 268 | Kathmere Capital Management#268 · 39,599 sh | 39,599 | $2.0M | — | +7.6% |
| 269 | Parallax Volatility Advisers, L.P.#269 · 38,767 sh | 38,767 | $1.9M | <0.01% | +75.4% |
| 270 | Vise Technologies#270 · 37,564 sh | 37,564 | $1.9M | 0.02% | -23.2% |
| 271 | NATIONAL BANK OF CANADA#271 · 35,334 sh | 35,334 | $1.8M | <0.01% | +4.7% |
| 272 | PARADIGM ASSET MANAGEMENT#272 · 36,424 sh | 36,424 | $1.8M | 0.39% | 0.0% |
| 273 | Baker Ellis Asset Management#273 · 36,350 sh | 36,350 | $1.8M | — | -2.4% |
| 274 | Advisors Asset Management#274 · 35,985 sh | 35,985 | $1.8M | 0.03% | -20.6% |
| 275 | Summit Trail Advisors#275 · 35,720 sh | 35,720 | $1.8M | 0.02% | +8.2% |
| 276 | Kovitz Investment Group Partners#276 · 35,588 sh | 35,588 | $1.8M | 0.04% | -3.3% |
| 277 | BAROMETER CAPITAL MANAGEMENT#277 · 35,100 sh | 35,100 | $1.7M | 0.48% | +7.0% |
| 278 | Snowden Capital Advisors#278 · 34,627 sh | 34,627 | $1.7M | 0.04% | +1.8% |
| 279 | GABELLI FUNDS#279 · 34,200 sh | 34,200 | $1.7M | 0.01% | +1.3% |
| 280 | Advisors Capital Management#280 · 34,052 sh | 34,052 | $1.7M | 0.02% | -51.3% |
| 281 | CLIFTONLARSONALLEN WEALTH ADVISORS#281 · 33,990 sh | 33,990 | $1.7M | — | -3.5% |
| 282 | OPPENHEIMER ASSET MANAGEMENT#282 · 31,817 sh | 31,817 | $1.6M | 0.02% | +139.4% |
| 283 | Legacy Capital Group California#283 · 31,602 sh | 31,602 | $1.6M | 0.47% | -0.6% |
| 284 | BAILARD#284 · 31,504 sh | 31,504 | $1.6M | — | +4.0% |
| 285 | GREENLEAF#285 · 31,467 sh | 31,467 | $1.6M | 0.01% | +1.4% |
| 286 | CULLEN/FROST BANKERS#286 · 30,990 sh | 30,990 | $1.5M | 0.02% | -1.5% |
| 287 | WILEY BROS.-AINTREE CAPITAL#287 · 30,898 sh | 30,898 | $1.5M | <0.01% | +20.7% |
| 288 | COLDSTREAM CAPITAL MANAGEMENT#288 · 30,650 sh | 30,650 | $1.5M | 0.02% | +7.6% |
| 289 | CHICAGO NA#289 · 30,541 sh | 30,541 | $1.5M | 0.22% | +36.7% |
| 290 | Clearstead Advisors#290 · 30,424 sh | 30,424 | $1.5M | 0.01% | -32.8% |
| 291 | FCG Investment#291 · 29,563 sh | 29,563 | $1.5M | — | New |
| 292 | Steward Partners Investment Advisory#292 · 28,825 sh | 28,825 | $1.4M | <0.01% | +164.2% |
| 293 | Future Fund#293 · 27,784 sh | 27,784 | $1.4M | 0.39% | +1.3% |
| 294 | Intesa Sanpaolo Wealth Management#294 · 27,095 sh | 27,095 | $1.3M | 0.27% | +20.2% |
| 295 | Morningstar Investment Management#295 · 34,188 sh | 34,188 | $1.3M | 0.08% | 0.0% |
| 296 | J.Safra Asset Management#296 · 26,778 sh | 26,778 | $1.3M | 0.06% | +186.7% |
| 297 | Generali Investments CEE, investicni spolecnost, a.s.#297 · 26,684 sh | 26,684 | $1.3M | — | -7.6% |
| 298 | Global Retirement Partners#298 · 26,424 sh | 26,424 | $1.3M | 0.02% | — |
| 299 | Indivisible Partners#299 · 25,999 sh | 25,999 | $1.3M | — | +149.8% |
| 300 | Henshaw Capital#300 · 25,815 sh | 25,815 | $1.3M | 0.04% | 0.0% |
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.