UBS Group AG (UBS) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 769
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | NBC SECURITIES#401 · 10,656 sh | 10,656 | $528.1K | — | -0.9% |
| 402 | Keebeck Wealth Management#402 · 10,584 sh | 10,584 | $524.5K | 0.05% | +20.7% |
| 403 | D.A. DAVIDSON#403 · 10,568 sh | 10,568 | $523.8K | <0.01% | -2.4% |
| 404 | M.E. ALLISON#404 · 10,560 sh | 10,560 | $523.4K | — | 0.0% |
| 405 | B. Riley Wealth Advisors#405 · 10,556 sh | 10,556 | $522.4K | — | -2.2% |
| 406 | Oakmont Investment Advisors#406 · 10,370 sh | 10,370 | $513.9K | — | New |
| 407 | D'Orazio & Associates#407 · 10,117 sh | 10,117 | $501.4K | 0.06% | -6.2% |
| 408 | Aaron Wealth Advisors#408 · 10,060 sh | 10,060 | $498.6K | — | +12.6% |
| 409 | Roundview Capital#409 · 10,022 sh | 10,022 | $496.7K | 0.03% | -0.4% |
| 410 | Lido Advisors#410 · 10,021 sh | 10,021 | $496.7K | <0.01% | +3.0% |
| 411 | Kingsview Wealth Management#411 · 10,019 sh | 10,019 | $496.5K | <0.01% | +12.2% |
| 412 | VIKING FUND MANAGEMENT#412 · 10,000 sh | 10,000 | $495.6K | — | -41.2% |
| 413 | Hirtle Callaghan#413 · 9,986 sh | 9,986 | $494.9K | 0.02% | New |
| 414 | West Family Investments#414 · 9,606 sh | 9,606 | $476.1K | 0.14% | +72.8% |
| 415 | EP Wealth Advisors#415 · 9,578 sh | 9,578 | $474.7K | <0.01% | +47.3% |
| 416 | OSSIAM#416 · 9,549 sh | 9,549 | $474.2K | <0.01% | -20.8% |
| 417 | ANCHYRA PARTNERS#417 · 9,564 sh | 9,564 | $474.0K | — | +5.2% |
| 418 | Y-Intercept (Hong Kong) Ltd#418 · 9,488 sh | 9,488 | $470.2K | — | -93.4% |
| 419 | Caitong International Asset Management , Ltd#419 · 9,476 sh | 9,476 | $469.6K | 0.06% | New |
| 420 | COMMERCE BANK#420 · 9,312 sh | 9,312 | $461.5K | <0.01% | -3.8% |
| 421 | YOUSIF CAPITAL MANAGEMENT#421 · 9,189 sh | 9,189 | $455.4K | — | -79.9% |
| 422 | PUREfi Wealth#422 · 9,178 sh | 9,178 | $454.9K | — | +9.7% |
| 423 | XTX Topco Ltd#423 · 9,172 sh | 9,172 | $454.6K | <0.01% | -79.8% |
| 424 | PRINCIPAL SECURITIES#424 · 9,159 sh | 9,159 | $453.9K | <0.01% | +25.9% |
| 425 | FIDUCIARY#425 · 9,013 sh | 9,013 | $446.7K | <0.01% | -0.3% |
| 426 | Credit Capital Investments#426 · 9,000 sh | 9,000 | $446.0K | — | -10.0% |
| 427 | MATHER GROUP#427 · 8,967 sh | 8,967 | $444.4K | — | -2.3% |
| 428 | Sanibel Captiva Company#428 · 8,953 sh | 8,953 | $443.7K | 0.01% | +9.6% |
| 429 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#429 · 8,940 sh | 8,940 | $443.1K | <0.01% | -15.7% |
| 430 | FOCUSED ALPHA#430 · 8,892 sh | 8,892 | $440.7K | — | +1.4% |
| 431 | Greenspring Advisors#431 · 8,881 sh | 8,881 | $440.1K | 0.02% | +21.4% |
| 432 | Wedmont Private Capital#432 · 8,450 sh | 8,450 | $440.1K | — | -10.4% |
| 433 | LVW Advisors#433 · 8,815 sh | 8,815 | $436.9K | — | New |
| 434 | Compton Wealth Advisory Group#434 · 8,780 sh | 8,780 | $436.5K | — | 0.0% |
| 435 | Five Oceans Advisors#435 · 8,767 sh | 8,767 | $434.5K | — | 0.0% |
| 436 | Empower Advisory Group#436 · 8,764 sh | 8,764 | $434.3K | <0.01% | -3.9% |
| 437 | BLAIR WILLIAM#437 · 8,667 sh | 8,667 | $429.6K | <0.01% | +0.8% |
| 438 | Kestra Advisory Services#438 · 8,612 sh | 8,612 | $426.8K | <0.01% | +9.2% |
| 439 | Envestnet Portfolio Solutions#439 · 8,511 sh | 8,511 | $421.8K | <0.01% | +9.6% |
| 440 | MIRAE ASSET GLOBAL ETFS Ltd.#440 · 8,461 sh | 8,461 | $420.2K | <0.01% | +20.9% |
| 441 | Werba Rubin Papier Wealth Management#441 · 8,314 sh | 8,314 | $412.0K | 0.05% | -1.5% |
| 442 | NewEdge Wealth#442 · 8,234 sh | 8,234 | $408.1K | <0.01% | +17.2% |
| 443 | Nelson, Van Denburg & Campbell Wealth Management Group#443 · 8,159 sh | 8,159 | $404.4K | — | -15.9% |
| 444 | Allworth Financial#444 · 8,157 sh | 8,157 | $404.3K | <0.01% | -10.2% |
| 445 | Pinnacle Financial Partners#445 · 8,140 sh | 8,140 | $403.5K | <0.01% | -19.6% |
| 446 | Perigon Wealth Management#446 · 8,068 sh | 8,068 | $399.9K | — | -2.2% |
| 447 | Investors Research#447 · 8,036 sh | 8,036 | $398.3K | — | 0.0% |
| 448 | New Republic Capital#448 · 7,972 sh | 7,972 | $395.1K | 0.09% | +11.5% |
| 449 | TRAPHAGEN INVESTMENT ADVISORS#449 · 7,958 sh | 7,958 | $394.4K | — | -18.3% |
| 450 | Wealthspire Advisors#450 · 7,919 sh | 7,919 | $392.5K | <0.01% | +22.3% |
| 451 | Collaborative Fund Advisors#451 · 7,895 sh | 7,895 | $391.3K | 0.23% | +22.6% |
| 452 | Mattson Financial Services#452 · 7,298 sh | 7,298 | $390.4K | 0.08% | -1.4% |
| 453 | Principal Street Partners#453 · 7,694 sh | 7,694 | $381.3K | 0.06% | 0.0% |
| 454 | BRIGHTON JONES#454 · 7,607 sh | 7,607 | $377.0K | <0.01% | +7.9% |
| 455 | Traveka Wealth#455 · 7,500 sh | 7,500 | $371.7K | — | 0.0% |
| 456 | Fullerton Fund Management Ltd.#456 · 7,327 sh | 7,327 | $363.9K | 0.02% | New |
| 457 | Westover Capital Advisors#457 · 7,300 sh | 7,300 | $361.8K | — | 0.0% |
| 458 | Cromwell#458 · 7,242 sh | 7,242 | $358.9K | 0.16% | 0.0% |
| 459 | Knights of Columbus Asset Advisors#459 · 7,223 sh | 7,223 | $358.0K | 0.02% | -35.0% |
| 460 | PRIVATE NA#460 · 7,185 sh | 7,185 | $356.3K | — | +1031.5% |
| 461 | NATURAL INVESTMENTS#461 · 7,171 sh | 7,171 | $355.0K | 0.08% | New |
| 462 | 55 North Private Wealth#462 · 7,162 sh | 7,162 | $354.9K | — | New |
| 463 | Dynamic Technology Lab Private Ltd#463 · 7,054 sh | 7,054 | $350.0K | 0.08% | New |
| 464 | Zhang Financial#464 · 7,061 sh | 7,061 | $349.9K | 0.01% | 0.0% |
| 465 | Ninety One SA (PTY) Ltd#465 · 7,000 sh | 7,000 | $347.6K | — | -37.9% |
| 466 | SEVEN MILE ADVISORY#466 · 6,980 sh | 6,980 | $345.9K | — | +3.6% |
| 467 | Marks Group Wealth Management#467 · 6,941 sh | 6,941 | $344.0K | 0.03% | New |
| 468 | Athena Wealth Management#468 · 6,908 sh | 6,908 | $342.4K | — | +10.3% |
| 469 | Brown Financial Advisors#469 · 6,844 sh | 6,844 | $339.2K | 0.12% | -2.0% |
| 470 | Columbia Asset Management#470 · 6,798 sh | 6,798 | $336.9K | — | -2.9% |
| 471 | AE Wealth Management#471 · 6,666 sh | 6,666 | $330.4K | <0.01% | New |
| 472 | Havemeyer Place#472 · 6,637 sh | 6,637 | $328.9K | 0.03% | -83.1% |
| 473 | ANGELES WEALTH MANAGEMENT#473 · 6,622 sh | 6,622 | $328.2K | — | +6.1% |
| 474 | Keel Point#474 · 6,613 sh | 6,613 | $327.7K | 0.02% | New |
| 475 | RIVERSEDGE ADVISORS#475 · 6,531 sh | 6,531 | $323.7K | — | New |
| 476 | TITLEIST ASSET MANAGEMENT#476 · 6,501 sh | 6,501 | $322.2K | — | New |
| 477 | Centurion Wealth Management#477 · 6,500 sh | 6,500 | $322.1K | — | 0.0% |
| 478 | Facet Wealth#478 · 6,476 sh | 6,476 | $321.0K | <0.01% | New |
| 479 | Foster Group#479 · 6,458 sh | 6,458 | $320.1K | — | New |
| 480 | EVOLVE PRIVATE WEALTH#480 · 6,415 sh | 6,415 | $317.9K | 0.02% | -16.3% |
| 481 | Hilltop#481 · 6,363 sh | 6,363 | $315.5K | 0.02% | 0.0% |
| 482 | Coppell Advisory Solutions#482 · 509 sh | 509 | $307.7K | 0.02% | New |
| 483 | Focus Partners Advisor Solutions#483 · 6,199 sh | 6,199 | $307.2K | <0.01% | New |
| 484 | Simplicity Wealth#484 · 6,164 sh | 6,164 | $305.5K | — | New |
| 485 | First City Capital Management#485 · 6,158 sh | 6,158 | $305.2K | 0.15% | -4.7% |
| 486 | Sunpointe#486 · 6,144 sh | 6,144 | $304.5K | — | 0.0% |
| 487 | Granite Group Advisors#487 · 6,104 sh | 6,104 | $302.5K | — | 0.0% |
| 488 | Savvy Advisors#488 · 6,059 sh | 6,059 | $300.3K | <0.01% | New |
| 489 | JACKSON THORNTON WEALTH MANAGEMENT#489 · 6,054 sh | 6,054 | $300.0K | 0.02% | +14.6% |
| 490 | Portside Wealth Group#490 · 6,054 sh | 6,054 | $300.0K | — | New |
| 491 | SCS Capital Management#491 · 6,045 sh | 6,045 | $299.6K | <0.01% | +3.7% |
| 492 | Greykasell Wealth Strategies#492 · 6,044 sh | 6,044 | $299.5K | 0.11% | 0.0% |
| 493 | Gotham Asset Management#493 · 6,021 sh | 6,021 | $298.4K | <0.01% | 0.0% |
| 494 | Integrated Investment Consultants#494 · 5,981 sh | 5,981 | $296.4K | 0.06% | 0.0% |
| 495 | EJMK Ventures#495 · 5,979 sh | 5,979 | $296.3K | — | -29.3% |
| 496 | Soltis Investment Advisors#496 · 5,976 sh | 5,976 | $296.2K | 0.02% | -3.8% |
| 497 | Simmons Bank#497 · 5,949 sh | 5,949 | $294.8K | 0.02% | -7.0% |
| 498 | KING LUTHER CAPITAL MANAGEMENT#498 · 5,923 sh | 5,923 | $293.5K | <0.01% | New |
| 499 | PEAK6#499 · 5,904 sh | 5,904 | $292.6K | <0.01% | -96.0% |
| 500 | Venture Visionary Partners#500 · 5,827 sh | 5,827 | $288.8K | — | New |
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.