UBS Group AG (UBS) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 769
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Continuum Advisory#601 · 1,849 sh | 1,849 | $91.6K | <0.01% | New |
| 602 | Lavaca Capital#602 · 1,784 sh | 1,784 | $88.4K | <0.01% | +287.8% |
| 603 | Berbice Capital Management#603 · 1,700 sh | 1,700 | $84.3K | — | 0.0% |
| 604 | First Command Advisory Services#604 · 1,613 sh | 1,613 | $79.9K | <0.01% | +1545.9% |
| 605 | Silver Grove Financial Group#605 · 1,609 sh | 1,609 | $79.7K | 0.04% | New |
| 606 | NISA INVESTMENT ADVISORS#606 · 1,604 sh | 1,604 | $79.5K | — | +18.5% |
| 607 | Wilmington Savings Fund Society, FSB#607 · 1,590 sh | 1,590 | $78.8K | — | 0.0% |
| 608 | Larson Financial Group#608 · 1,489 sh | 1,489 | $73.8K | <0.01% | +27.4% |
| 609 | Newbridge Financial Services Group#609 · 1,425 sh | 1,425 | $70.6K | — | 0.0% |
| 610 | Cape Investment Advisory#610 · 1,284 sh | 1,284 | $63.6K | — | New |
| 611 | TD PRIVATE CLIENT WEALTH#611 · 1,227 sh | 1,227 | $60.8K | <0.01% | +119.5% |
| 612 | Cornerstone Planning Group#612 · 1,137 sh | 1,137 | $59.9K | — | -0.5% |
| 613 | Ares Financial Consulting#613 · 1,130 sh | 1,130 | $56.0K | — | 0.0% |
| 614 | SHP Wealth Management#614 · 1,077 sh | 1,077 | $53.4K | <0.01% | +11.8% |
| 615 | Federation des caisses Desjardins du Quebec#615 · 1,060 sh | 1,060 | $52.5K | <0.01% | -5.4% |
| 616 | SJS Investment Consulting#616 · 1,057 sh | 1,057 | $52.4K | — | +134.4% |
| 617 | Rakuten Securities#617 · 1,033 sh | 1,033 | $51.2K | 0.01% | New |
| 618 | Community Bank, N.A.#618 · 1,000 sh | 1,000 | $49.6K | <0.01% | 0.0% |
| 619 | BAYBAN#619 · 1,000 sh | 1,000 | $49.6K | 0.04% | 0.0% |
| 620 | Ancora Advisors#620 · 999 sh | 999 | $49.5K | <0.01% | -54.7% |
| 621 | CREDIT INDUSTRIEL ET COMMERCIAL#621 · 987 sh | 987 | $48.8K | <0.01% | -98.7% |
| 622 | Fairscale Capital#622 · 969 sh | 969 | $48.0K | 0.03% | 0.0% |
| 623 | True Wealth Design#623 · 910 sh | 910 | $45.1K | — | +0.4% |
| 624 | Smithfield#624 · 900 sh | 900 | $44.0K | <0.01% | 0.0% |
| 625 | PROSPERITY BANCSHARES#625 · 870 sh | 870 | $43.1K | 0.03% | 0.0% |
| 626 | Activest Wealth Management#626 · 836 sh | 836 | $41.5K | — | -58.2% |
| 627 | FINANCIAL CONSULATE#627 · 801 sh | 801 | $39.7K | — | +215.4% |
| 628 | Bayforest Capital Ltd#628 · 799 sh | 799 | $39.6K | 0.04% | -68.1% |
| 629 | Robinswood Financial#629 · 798 sh | 798 | $39.5K | — | 0.0% |
| 630 | HUNTINGTON NATIONAL BANK#630 · 779 sh | 779 | $38.6K | <0.01% | -9.2% |
| 631 | Key FInancial#631 · 773 sh | 773 | $38.3K | <0.01% | -21.8% |
| 632 | V-Square Quantitative Management#632 · 730 sh | 730 | $36.2K | — | New |
| 633 | MidFirst Bank#633 · 715 sh | 715 | $35.4K | <0.01% | 0.0% |
| 634 | FLAGSHIP WEALTH ADVISORS#634 · 700 sh | 700 | $34.7K | <0.01% | New |
| 635 | Transamerica Financial Advisors#635 · 697 sh | 697 | $34.6K | <0.01% | +69.6% |
| 636 | First Bancorp#636 · 647 sh | 647 | $32.1K | — | New |
| 637 | GW&K Investment Management#637 · 653 sh | 653 | $32.0K | <0.01% | +0.5% |
| 638 | ACTION POINT FINANCIAL PLANNING#638 · 641 sh | 641 | $31.7K | <0.01% | New |
| 639 | Clean Yield Group#639 · 591 sh | 591 | $29.3K | <0.01% | 0.0% |
| 640 | Triumph Capital Management#640 · 524 sh | 524 | $26.0K | — | +40.5% |
| 641 | CoreCap Advisors#641 · 520 sh | 520 | $25.8K | — | +4.6% |
| 642 | WealthCollab#642 · 509 sh | 509 | $25.2K | <0.01% | 0.0% |
| 643 | YANKCOM Partnership#643 · 509 sh | 509 | $25.2K | — | 0.0% |
| 644 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#644 · 501 sh | 501 | $24.8K | <0.01% | 0.0% |
| 645 | GABLES CAPITAL MANAGEMENT#645 · 500 sh | 500 | $24.8K | <0.01% | 0.0% |
| 646 | Spire Wealth Management#646 · 472 sh | 472 | $23.4K | <0.01% | -96.2% |
| 647 | Kilter Group#647 · 420 sh | 420 | $20.8K | <0.01% | +4100.0% |
| 648 | Acumen Wealth Advisors#648 · 413 sh | 413 | $20.5K | <0.01% | -3.7% |
| 649 | Nalls Sherbakoff Group#649 · 400 sh | 400 | $19.8K | 0.01% | 0.0% |
| 650 | HHM Wealth Advisors#650 · 392 sh | 392 | $19.4K | <0.01% | New |
| 651 | Bell Investment Advisors#651 · 390 sh | 390 | $19.3K | <0.01% | +72.6% |
| 652 | Bullock Wealth Management Group#652 · 383 sh | 383 | $19.0K | — | 0.0% |
| 653 | HIGHLINE WEALTH PARTNERS#653 · 382 sh | 382 | $18.9K | — | +6.1% |
| 654 | Cornerstone Financial Management#654 · 363 sh | 363 | $18.0K | 0.01% | +73.7% |
| 655 | Bare Financial Services#655 · 359 sh | 359 | $17.8K | <0.01% | +75.1% |
| 656 | Dunhill Financial#656 · 350 sh | 350 | $17.4K | <0.01% | +184.6% |
| 657 | RAFFA WEALTH MANAGEMENT#657 · 348 sh | 348 | $17.2K | <0.01% | +14.5% |
| 658 | Hanson & Doremus Investment Management#658 · 339 sh | 339 | $17.0K | — | 0.0% |
| 659 | BOK Financial Private Wealth#659 · 342 sh | 342 | $16.9K | <0.01% | New |
| 660 | Financial Gravity Companies, (FGCO)#660 · 340 sh | 340 | $16.9K | <0.01% | — |
| 661 | Strategic Wealth Partners, Ltd.#661 · 323 sh | 323 | $16.0K | <0.01% | +368.1% |
| 662 | Sterling Capital Management#662 · 314 sh | 314 | $15.6K | — | 0.0% |
| 663 | BARCLAYS PLC#663 · 310 sh | 310 | $15.4K | 0.00% | -47.5% |
| 664 | Winch Advisory Services#664 · 303 sh | 303 | $15.0K | <0.01% | New |
| 665 | JPL Wealth Management#665 · 279 sh | 279 | $13.8K | <0.01% | +126.8% |
| 666 | AdvisorNet Financial#666 · 279 sh | 279 | $13.8K | — | 0.0% |
| 667 | SALEM INVESTMENT COUNSELORS#667 · 270 sh | 270 | $13.4K | — | -2.5% |
| 668 | Principia Wealth Advisory#668 · 263 sh | 263 | $13.0K | <0.01% | +14.8% |
| 669 | ZRC WEALTH MANAGEMENT#669 · 261 sh | 261 | $12.9K | — | New |
| 670 | Main Street Group, LTD#670 · 242 sh | 242 | $12.0K | <0.01% | 0.0% |
| 671 | Retirement Wealth Solutions#671 · 241 sh | 241 | $11.9K | — | +0.8% |
| 672 | MONTAG A & ASSOCIATES#672 · 237 sh | 237 | $11.7K | <0.01% | 0.0% |
| 673 | Pinnacle Bancorp#673 · 224 sh | 224 | $11.1K | — | 0.0% |
| 674 | CX Institutional#674 · 224 sh | 224 | $11.0K | — | -22.2% |
| 675 | Financial Management Professionals#675 · 214 sh | 214 | $10.6K | — | -34.8% |
| 676 | LRI Investments#676 · 212 sh | 212 | $10.5K | <0.01% | +32.5% |
| 677 | Nova Wealth Management#677 · 212 sh | 212 | $10.5K | <0.01% | New |
| 678 | HORIZON FINANCIAL SERVICES#678 · 211 sh | 211 | $10.5K | <0.01% | New |
| 679 | Roxbury Financial#679 · 208 sh | 208 | $10.3K | — | +1.5% |
| 680 | MPWM ADVISORY SOLUTIONS#680 · 200 sh | 200 | $9.9K | <0.01% | 0.0% |
| 681 | Physician Wealth Advisors#681 · 199 sh | 199 | $9.9K | — | +4.7% |
| 682 | Signature Equity Partners#682 · 196 sh | 196 | $9.7K | <0.01% | +21.0% |
| 683 | Manchester Capital Management#683 · 183 sh | 183 | $9.1K | — | -1.6% |
| 684 | Frazier Financial Advisors#684 · 183 sh | 183 | $9.1K | <0.01% | -4.7% |
| 685 | Abound Wealth Management#685 · 180 sh | 180 | $8.9K | — | 0.0% |
| 686 | Arlington#686 · 180 sh | 180 | $8.9K | — | 0.0% |
| 687 | Atlantic Edge Private Wealth Management#687 · 175 sh | 175 | $8.7K | — | 0.0% |
| 688 | American Capital Advisory#688 · 174 sh | 174 | $8.6K | <0.01% | -14.3% |
| 689 | SOA Wealth Advisors#689 · 8,098 sh | 8,098 | $8.1K | <0.01% | New |
| 690 | MANNING & NAPIER ADVISORS#690 · 162 sh | 162 | $8.0K | <0.01% | +1.2% |
| 691 | MV CAPITAL MANAGEMENT#691 · 157 sh | 157 | $7.8K | <0.01% | New |
| 692 | Whipplewood Advisors#692 · 151 sh | 151 | $7.5K | — | -76.2% |
| 693 | HARBOR INVESTMENT ADVISORY#693 · 146 sh | 146 | $7.2K | — | 0.0% |
| 694 | North Star Investment Management#694 · 141 sh | 141 | $7.0K | <0.01% | 0.0% |
| 695 | CVA Family Office#695 · 138 sh | 138 | $6.8K | <0.01% | 0.0% |
| 696 | Rossby Financial, LCC#696 · 137 sh | 137 | $6.8K | <0.01% | +23.4% |
| 697 | Benson Wealth Management#697 · 137 sh | 137 | $6.8K | <0.01% | 0.0% |
| 698 | Private Wealth Asset Management#698 · 136 sh | 136 | $6.7K | <0.01% | 0.0% |
| 699 | Plante Moran Financial Advisors#699 · 132 sh | 132 | $6.5K | <0.01% | New |
| 700 | Bravera Wealth#700 · 132 sh | 132 | $6.5K | <0.01% | 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.