UBS Group AG (UBS) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 769
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Schonfeld Strategic Advisors#301 · 25,496 sh | 25,496 | $1.3M | <0.01% | -63.2% |
| 302 | SIMPLEX TRADING#302 · 25,447 sh | 25,447 | $1.3M | <0.01% | -79.2% |
| 303 | GeoWealth Management#303 · 25,132 sh | 25,132 | $1.2M | 0.04% | -2.9% |
| 304 | Farther Finance Advisors#304 · 24,910 sh | 24,910 | $1.2M | — | -9.4% |
| 305 | CONNABLE OFFICE#305 · 24,733 sh | 24,733 | $1.2M | 0.11% | -1.6% |
| 306 | ANTIPODES PARTNERS Ltd#306 · 24,604 sh | 24,604 | $1.2M | 0.02% | -95.8% |
| 307 | Jain Global#307 · 24,585 sh | 24,585 | $1.2M | <0.01% | New |
| 308 | Gryphon Financial Partners#308 · 24,481 sh | 24,481 | $1.2M | 0.11% | +14.2% |
| 309 | Checchi Capital Advisers#309 · 23,905 sh | 23,905 | $1.2M | 0.05% | -2.7% |
| 310 | GC Wealth Management RIA#310 · 23,818 sh | 23,818 | $1.2M | 0.07% | -0.5% |
| 311 | JFS WEALTH ADVISORS#311 · 23,592 sh | 23,592 | $1.2M | 0.06% | 0.0% |
| 312 | Qtron Investments#312 · 23,519 sh | 23,519 | $1.2M | 0.16% | +1.9% |
| 313 | Versant Capital Management#313 · 23,532 sh | 23,532 | $1.2M | — | +6.3% |
| 314 | PINNACLE ASSOCIATES LTD#314 · 23,342 sh | 23,342 | $1.2M | — | -4.6% |
| 315 | Storgate#315 · 23,334 sh | 23,334 | $1.2M | 0.24% | +182.7% |
| 316 | Pacer Advisors#316 · 22,848 sh | 22,848 | $1.1M | <0.01% | -99.2% |
| 317 | BROWN BROTHERS HARRIMAN#317 · 22,842 sh | 22,842 | $1.1M | <0.01% | -43.0% |
| 318 | Concurrent Investment Advisors#318 · 22,806 sh | 22,806 | $1.1M | — | +34.3% |
| 319 | ATLAS CAPITAL ADVISORS#319 · 22,796 sh | 22,796 | $1.1M | 0.12% | +10.1% |
| 320 | Solstein Capital#320 · 22,647 sh | 22,647 | $1.1M | 0.38% | 0.0% |
| 321 | Main Street Financial Solutions#321 · 22,669 sh | 22,669 | $1.1M | 0.07% | -0.6% |
| 322 | Ronald Blue#322 · 22,424 sh | 22,424 | $1.1M | — | -6.0% |
| 323 | U S GLOBAL INVESTORS#323 · 22,300 sh | 22,300 | $1.1M | — | -19.8% |
| 324 | UNITED CAPITAL FINANCIAL ADVISORS#324 · 22,252 sh | 22,252 | $1.1M | <0.01% | +1.3% |
| 325 | Parallel Advisors#325 · 22,046 sh | 22,046 | $1.1M | 0.02% | +35.4% |
| 326 | HSBC PLC#326 · 22,025 sh | 22,025 | $1.1M | <0.01% | -65.0% |
| 327 | Cambridge Investment Research Advisors#327 · 21,721 sh | 21,721 | $1.1M | <0.01% | -1.3% |
| 328 | SYON CAPITAL#328 · 21,313 sh | 21,313 | $1.1M | 0.05% | +0.3% |
| 329 | Rehmann Capital Advisory Group#329 · 21,270 sh | 21,270 | $1.1M | 0.05% | +6.9% |
| 330 | Massachusetts Wealth Management#330 · 21,080 sh | 21,080 | $1.0M | — | 0.0% |
| 331 | OneDigital Investment Advisors#331 · 21,071 sh | 21,071 | $1.0M | <0.01% | +25.0% |
| 332 | Venturi Wealth Management#332 · 20,559 sh | 20,559 | $1.0M | 0.04% | +5.4% |
| 333 | PDS Planning#333 · 20,470 sh | 20,470 | $1.0M | 0.06% | +8.1% |
| 334 | Centennial Bank#334 · 19,871 sh | 19,871 | $984.8K | 0.32% | -0.3% |
| 335 | Themes Management#335 · 19,708 sh | 19,708 | $976.7K | 0.65% | -23.2% |
| 336 | PERSONAL CFO SOLUTIONS#336 · 19,488 sh | 19,488 | $965.8K | 0.14% | +1.4% |
| 337 | HB Wealth Management#337 · 19,096 sh | 19,096 | $946.4K | — | +14.8% |
| 338 | Pavaki Capital Management#338 · 19,000 sh | 19,000 | $941.5K | — | 0.0% |
| 339 | KESTRA PRIVATE WEALTH SERVICES#339 · 18,989 sh | 18,989 | $941.1K | 0.01% | -9.4% |
| 340 | Dorsey & Whitney#340 · 18,787 sh | 18,787 | $931.1K | 0.05% | +9.1% |
| 341 | Abacus Wealth Partners#341 · 18,122 sh | 18,122 | $898.1K | 0.09% | -51.5% |
| 342 | Net Worth Advisory Group#342 · 17,947 sh | 17,947 | $889.4K | — | +2.8% |
| 343 | Waverly Advisors#343 · 17,093 sh | 17,093 | $847.1K | <0.01% | +4.9% |
| 344 | Impact Capital Partners#344 · 17,006 sh | 17,006 | $842.8K | — | +0.1% |
| 345 | NFJ INVESTMENT GROUP#345 · 20,596 sh | 20,596 | $826.7K | 0.03% | New |
| 346 | Ascent Group#346 · 16,580 sh | 16,580 | $821.7K | 0.02% | -3.8% |
| 347 | CITIZENS FINANCIAL GROUP#347 · 16,524 sh | 16,524 | $818.9K | — | +1.8% |
| 348 | FLPUTNAM INVESTMENT MANAGEMENT#348 · 16,362 sh | 16,362 | $810.9K | <0.01% | -15.9% |
| 349 | Basecamp Wealth Advisors#349 · 16,333 sh | 16,333 | $809.5K | 0.15% | -0.1% |
| 350 | American Investment Advisors#350 · 16,260 sh | 16,260 | $805.8K | 0.40% | 0.0% |
| 351 | Merit Financial Group#351 · 16,166 sh | 16,166 | $801.2K | <0.01% | +16.1% |
| 352 | SAGESPRING WEALTH PARTNERS#352 · 16,144 sh | 16,144 | $800.1K | — | +7.3% |
| 353 | New Vernon Capital II#353 · 16,086 sh | 16,086 | $797.2K | 0.44% | 0.0% |
| 354 | REYL & Cie S.A.#354 · 20,465 sh | 20,465 | $786.1K | 0.91% | — |
| 355 | Winning Points Advisors#355 · 30,688 sh | 30,688 | $777.5K | 1.02% | -22.7% |
| 356 | LIBERTY ONE INVESTMENT MANAGEMENT#356 · 14,981 sh | 14,981 | $742.4K | 0.07% | -5.6% |
| 357 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#357 · 14,975 sh | 14,975 | $742.2K | 0.01% | -0.1% |
| 358 | KLINGENSTEIN FIELDS#358 · 14,930 sh | 14,930 | $739.9K | 0.03% | 0.0% |
| 359 | Oslo Pensjonsforsikring AS#359 · 14,896 sh | 14,896 | $739.6K | — | New |
| 360 | GATEWAY INVESTMENT ADVISERS#360 · 14,763 sh | 14,763 | $731.7K | — | New |
| 361 | Penserra Capital Management#361 · 14,756 sh | 14,756 | $730.0K | <0.01% | +7707.4% |
| 362 | Legacy Financial Advisors#362 · 14,196 sh | 14,196 | $703.6K | 0.09% | -0.2% |
| 363 | Cresset Asset Management#363 · 14,098 sh | 14,098 | $698.8K | <0.01% | -26.9% |
| 364 | SAGE RHINO CAPITAL#364 · 14,030 sh | 14,030 | $695.3K | 0.11% | -1.5% |
| 365 | swisspartners Advisors Ltd#365 · 14,000 sh | 14,000 | $693.8K | 0.47% | 0.0% |
| 366 | Point#366 · 13,926 sh | 13,926 | $690.2K | 0.06% | +2.1% |
| 367 | MISSION WEALTH MANAGEMENT#367 · 13,650 sh | 13,650 | $676.5K | — | +22.5% |
| 368 | Aprio Wealth Management#368 · 13,487 sh | 13,487 | $668.4K | 0.03% | +11.0% |
| 369 | DAVENPORT#369 · 13,334 sh | 13,334 | $660.9K | — | -6.4% |
| 370 | Pinnacle Wealth Planning Services#370 · 13,306 sh | 13,306 | $659.4K | 0.06% | +2.1% |
| 371 | Smartleaf Asset Management#371 · 13,286 sh | 13,286 | $657.5K | 0.02% | 0.0% |
| 372 | Bridgewater Advisors#372 · 12,218 sh | 12,218 | $644.5K | 0.04% | +1.5% |
| 373 | Janney Montgomery Scott#373 · 12,865 sh | 12,865 | $638.0K | <0.01% | -14.6% |
| 374 | EverSource Wealth Advisors#374 · 12,751 sh | 12,751 | $631.9K | 0.02% | +234.2% |
| 375 | Vigil Wealth Management#375 · 12,700 sh | 12,700 | $629.4K | 0.45% | 0.0% |
| 376 | Valeo Financial Advisors#376 · 12,649 sh | 12,649 | $626.9K | — | +38.7% |
| 377 | Summit Global Investments#377 · 12,636 sh | 12,636 | $626.0K | 0.03% | -6.1% |
| 378 | Beverly Hills Private Wealth#378 · 12,543 sh | 12,543 | $621.6K | 0.12% | -3.2% |
| 379 | STEPHENS#379 · 12,502 sh | 12,502 | $619.6K | <0.01% | +15.2% |
| 380 | Diversify Advisory Services#380 · 11,559 sh | 11,559 | $607.3K | — | New |
| 381 | DIVERSIFY WEALTH MANAGEMENT#381 · 11,559 sh | 11,559 | $607.3K | — | +27.3% |
| 382 | Axxion S.A.#382 · 12,134 sh | 12,134 | $602.5K | — | — |
| 383 | First National Bank of Hutchinson#383 · 12,117 sh | 12,117 | $600.5K | 0.33% | +1.9% |
| 384 | MGO ONE SEVEN#384 · 12,074 sh | 12,074 | $598.4K | <0.01% | New |
| 385 | LEUTHOLD GROUP#385 · 11,983 sh | 11,983 | $593.9K | 0.06% | 0.0% |
| 386 | Gallacher Capital Management#386 · 11,899 sh | 11,899 | $589.7K | 0.33% | +21.8% |
| 387 | DRIVE WEALTH MANAGEMENT#387 · 11,849 sh | 11,849 | $587.2K | 0.10% | +2.6% |
| 388 | Sivia Capital Partners#388 · 11,817 sh | 11,817 | $585.7K | 0.07% | -20.5% |
| 389 | FDx Advisors#389 · 11,797 sh | 11,797 | $585.0K | 0.18% | -1.9% |
| 390 | MAI Capital Management#390 · 11,778 sh | 11,778 | $583.8K | <0.01% | +603.6% |
| 391 | Nilsine Partners#391 · 11,708 sh | 11,708 | $580.2K | 0.04% | +1.3% |
| 392 | Seed Wealth Management#392 · 11,695 sh | 11,695 | $579.6K | — | 0.0% |
| 393 | Frec Markets#393 · 11,410 sh | 11,410 | $565.5K | 0.05% | +22.5% |
| 394 | STUDIO INVESTMENT MANAGEMENT#394 · 11,286 sh | 11,286 | $559.3K | — | -2.0% |
| 395 | Private Advisor Group#395 · 11,176 sh | 11,176 | $553.9K | <0.01% | -57.4% |
| 396 | Ellevest#396 · 11,105 sh | 11,105 | $550.4K | 0.06% | +31.2% |
| 397 | SAX WEALTH ADVISORS#397 · 13,693 sh | 13,693 | $535.0K | — | -2.1% |
| 398 | BENJAMIN EDWARDS#398 · 10,744 sh | 10,744 | $532.4K | <0.01% | New |
| 399 | Optas#399 · 10,696 sh | 10,696 | $530.1K | 0.07% | +4.9% |
| 400 | FRED ALGER MANAGEMENT#400 · 10,692 sh | 10,692 | $529.9K | <0.01% | -40.9% |
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.