UBS Group AG (UBS) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 769
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Aspen Grove Capital#501 · 5,798 sh | 5,798 | $287.4K | 0.04% | New |
| 502 | PICTET BANK & Ltd#502 · 5,758 sh | 5,758 | $286.0K | — | 0.0% |
| 503 | MONECO Advisors#503 · 5,722 sh | 5,722 | $283.6K | 0.02% | +7.4% |
| 504 | Focus Financial Network#504 · 5,720 sh | 5,720 | $283.5K | — | New |
| 505 | HARBOUR INVESTMENTS#505 · 5,704 sh | 5,704 | $282.7K | <0.01% | +2.1% |
| 506 | OneAscent Family Office#506 · 5,691 sh | 5,691 | $282.0K | 0.14% | New |
| 507 | Arkadios Wealth Advisors#507 · 5,688 sh | 5,688 | $281.9K | <0.01% | -46.7% |
| 508 | WELCH & FORBES#508 · 5,660 sh | 5,660 | $280.5K | <0.01% | New |
| 509 | Integrity Financial#509 · 5,655 sh | 5,655 | $280.3K | 0.13% | 0.0% |
| 510 | AIRE ADVISORS#510 · 5,647 sh | 5,647 | $279.9K | — | 0.0% |
| 511 | Ashton Thomas Private Wealth#511 · 5,642 sh | 5,642 | $279.6K | <0.01% | +0.9% |
| 512 | OPPENHEIMER#512 · 5,588 sh | 5,588 | $276.9K | — | New |
| 513 | Prime Capital Investment Advisors#513 · 5,584 sh | 5,584 | $276.7K | — | -7.7% |
| 514 | PCM Encore#514 · 5,508 sh | 5,508 | $273.0K | 0.05% | +4.3% |
| 515 | Brucke Financial#515 · 5,503 sh | 5,503 | $272.7K | — | -1.3% |
| 516 | COZAD ASSET MANAGEMENT#516 · 5,463 sh | 5,463 | $270.7K | 0.02% | +1.4% |
| 517 | World Investment Advisors#517 · 6,750 sh | 6,750 | $270.6K | <0.01% | -17.0% |
| 518 | Apollon Wealth Management#518 · 5,411 sh | 5,411 | $268.2K | — | New |
| 519 | Permanens Capital L.P.#519 · 5,399 sh | 5,399 | $267.6K | 0.03% | New |
| 520 | denkapparat Operations GmbH#520 · 5,388 sh | 5,388 | $267.0K | 0.09% | New |
| 521 | Glen Eagle Advisors#521 · 5,353 sh | 5,353 | $265.3K | 0.03% | +1.3% |
| 522 | Texas Capital Bank Wealth Management Services#522 · 5,281 sh | 5,281 | $261.7K | 0.01% | 0.0% |
| 523 | Interchange Capital Partners#523 · 5,258 sh | 5,258 | $260.6K | 0.05% | New |
| 524 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#524 · 5,225 sh | 5,225 | $258.6K | 0.07% | -8.3% |
| 525 | Ausdal Financial Partners#525 · 5,211 sh | 5,211 | $258.3K | 0.01% | New |
| 526 | WEALTH ALLIANCE#526 · 5,181 sh | 5,181 | $256.8K | 0.02% | New |
| 527 | Financial Engines Advisors L.L.C.#527 · 5,132 sh | 5,132 | $254.3K | <0.01% | New |
| 528 | Advisory Services Network#528 · 5,121 sh | 5,121 | $253.8K | <0.01% | -4.5% |
| 529 | BNP PARIBAS FINANCIAL MARKETS#529 · 5,082 sh | 5,082 | $251.9K | <0.01% | -98.1% |
| 530 | Capula Management Ltd#530 · 5,032 sh | 5,032 | $249.4K | <0.01% | New |
| 531 | Syverson Strege#531 · 5,021 sh | 5,021 | $248.8K | 0.05% | -6.1% |
| 532 | Tranquilli Financial Advisor#532 · 5,008 sh | 5,008 | $248.2K | 0.13% | New |
| 533 | Inspire Advisors#533 · 5,003 sh | 5,003 | $248.1K | 0.02% | New |
| 534 | Madson Wealth Advisors#534 · 5,000 sh | 5,000 | $247.8K | — | New |
| 535 | SYM FINANCIAL#535 · 4,982 sh | 4,982 | $246.9K | — | New |
| 536 | OneAscent Financial Services#536 · 4,979 sh | 4,979 | $246.8K | 0.01% | -14.7% |
| 537 | Sowell Financial Services#537 · 4,965 sh | 4,965 | $246.1K | — | New |
| 538 | Financial Perspectives#538 · 4,894 sh | 4,894 | $242.5K | 0.06% | 0.0% |
| 539 | Capital Investment Advisors#539 · 4,879 sh | 4,879 | $241.8K | — | New |
| 540 | SEEDS INVESTOR#540 · 4,875 sh | 4,875 | $241.6K | 0.02% | New |
| 541 | Cheviot Value Management#541 · 4,869 sh | 4,869 | $241.3K | 0.02% | -4.9% |
| 542 | TCG Advisory Services#542 · 4,863 sh | 4,863 | $241.0K | <0.01% | New |
| 543 | Choate Investment Advisors#543 · 4,854 sh | 4,854 | $240.6K | <0.01% | New |
| 544 | Dynamic Advisor Solutions#544 · 4,830 sh | 4,830 | $239.4K | — | New |
| 545 | MACQUARIE GROUP LTD#545 · 4,823 sh | 4,823 | $239.0K | <0.01% | New |
| 546 | GRANVILLE CAPITAL#546 · 4,803 sh | 4,803 | $238.0K | 0.11% | New |
| 547 | Independence Bank of Kentucky#547 · 4,766 sh | 4,766 | $236.2K | — | 0.0% |
| 548 | GDS Wealth Management#548 · 4,741 sh | 4,741 | $235.0K | 0.01% | New |
| 549 | S Harris Financial Group#549 · 4,700 sh | 4,700 | $233.0K | 0.18% | New |
| 550 | RMB Capital Management#550 · 4,679 sh | 4,679 | $231.9K | <0.01% | New |
| 551 | Convergence Financial#551 · 4,660 sh | 4,660 | $231.0K | 0.02% | New |
| 552 | Crestwood Advisors Group#552 · 4,651 sh | 4,651 | $230.5K | <0.01% | New |
| 553 | PFG Investments#553 · 4,637 sh | 4,637 | $229.8K | <0.01% | New |
| 554 | INTRUST BANK NA#554 · 4,603 sh | 4,603 | $228.1K | 0.02% | New |
| 555 | PARK NATIONAL#555 · 4,595 sh | 4,595 | $227.7K | — | -12.9% |
| 556 | J.W. COLE ADVISORS#556 · 4,588 sh | 4,588 | $227.4K | <0.01% | New |
| 557 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#557 · 4,569 sh | 4,569 | $226.4K | <0.01% | -85.7% |
| 558 | American#558 · 4,502 sh | 4,502 | $223.1K | 0.02% | New |
| 559 | MassMutual Private Wealth & , FSB#559 · 4,490 sh | 4,490 | $222.5K | — | -14.0% |
| 560 | Warren Street Wealth Advisors#560 · 4,440 sh | 4,440 | $220.0K | 0.05% | New |
| 561 | Hilltop National Bank#561 · 4,436 sh | 4,436 | $219.8K | — | -8.5% |
| 562 | SHELTON CAPITAL MANAGEMENT#562 · 4,435 sh | 4,435 | $219.8K | <0.01% | New |
| 563 | WESTWOOD GROUP#563 · 4,412 sh | 4,412 | $219.1K | <0.01% | New |
| 564 | Klingman & Associates#564 · 4,393 sh | 4,393 | $217.7K | — | New |
| 565 | JGP Wealth Management#565 · 4,376 sh | 4,376 | $216.9K | — | New |
| 566 | Stonebrook Private#566 · 4,314 sh | 4,314 | $213.8K | 0.04% | New |
| 567 | MONETA GROUP INVESTMENT ADVISORS#567 · 4,313 sh | 4,313 | $213.8K | <0.01% | New |
| 568 | Verdence Capital Advisors#568 · 4,271 sh | 4,271 | $211.7K | — | New |
| 569 | FIDUCIARY FINANCIAL GROUP#569 · 4,252 sh | 4,252 | $210.7K | — | New |
| 570 | Stronghold Wealth Management L.L.C.#570 · 4,183 sh | 4,183 | $207.3K | — | New |
| 571 | Pure Financial Advisors#571 · 4,159 sh | 4,159 | $206.1K | <0.01% | New |
| 572 | Gibbs Wealth Management#572 · 4,156 sh | 4,156 | $206.0K | — | New |
| 573 | WEDBUSH SECURITIES#573 · 4,072 sh | 4,072 | $202.0K | — | New |
| 574 | Campbell Deegan Wealth Management#574 · 4,064 sh | 4,064 | $201.4K | 0.14% | New |
| 575 | STG SECURITIES#575 · 4,056 sh | 4,056 | $201.0K | 0.01% | — |
| 576 | Asset Advisory Group#576 · 4,045 sh | 4,045 | $200.5K | — | New |
| 577 | Rosenberg Matthew Hamilton#577 · 4,001 sh | 4,001 | $198.3K | — | +50.0% |
| 578 | Corient IA#578 · 3,960 sh | 3,960 | $196.3K | 0.18% | -66.7% |
| 579 | ROTHSCHILD INVESTMENT#579 · 3,814 sh | 3,814 | $189.0K | <0.01% | +1.7% |
| 580 | Ameritas Advisory Services#580 · 3,525 sh | 3,525 | $174.7K | <0.01% | New |
| 581 | UMB Bank, n.a.#581 · 3,493 sh | 3,493 | $173.1K | <0.01% | -0.1% |
| 582 | ALLIANZ SE#582 · 3,390 sh | 3,390 | $168.4K | <0.01% | 0.0% |
| 583 | Parkside Financial Bank#583 · 3,304 sh | 3,304 | $163.7K | — | +118.4% |
| 584 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#584 · 3,232 sh | 3,232 | $160.2K | <0.01% | New |
| 585 | Golden State Wealth Management#585 · 3,212 sh | 3,212 | $159.2K | 0.01% | +2.2% |
| 586 | IFP Advisors#586 · 3,040 sh | 3,040 | $150.7K | — | -0.5% |
| 587 | CREATIVE FINANCIAL DESIGNS#587 · 2,909 sh | 2,909 | $144.2K | <0.01% | -8.4% |
| 588 | TIAA Wealth Investment Management#588 · 2,616 sh | 2,616 | $129.6K | <0.01% | New |
| 589 | Owl Creek Wealth Partners#589 · 2,612 sh | 2,612 | $129.5K | — | 0.0% |
| 590 | Union Bankshares#590 · 2,564 sh | 2,564 | $127.1K | <0.01% | 0.0% |
| 591 | Bruce G. Allen Investments#591 · 2,547 sh | 2,547 | $126.2K | 0.08% | -1.1% |
| 592 | FIFTH THIRD BANCORP#592 · 2,529 sh | 2,529 | $125.3K | <0.01% | +9.3% |
| 593 | CARY STREET PARTNERS FINANCIAL#593 · 2,436 sh | 2,436 | $120.7K | <0.01% | New |
| 594 | CARY STREET PARTNERS INVESTMENT ADVISORY#594 · 2,354 sh | 2,354 | $116.7K | 0.02% | New |
| 595 | PlanVest Financial#595 · 2,096 sh | 2,096 | $103.9K | 0.07% | 0.0% |
| 596 | Westside Investment Management#596 · 2,095 sh | 2,095 | $103.8K | 0.01% | 0.0% |
| 597 | Mountain Hill Investment Partners#597 · 2,000 sh | 2,000 | $99.1K | — | 0.0% |
| 598 | GAMMA Investing#598 · 1,983 sh | 1,983 | $98.3K | — | +23.1% |
| 599 | Salomon & Ludwin#599 · 1,871 sh | 1,871 | $93.0K | <0.01% | +44.3% |
| 600 | James T. Borello RIA#600 · 1,862 sh | 1,862 | $92.3K | — | +0.7% |
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.