UBS Group AG (UBS) — Institutional Holders, Q2 2026 (page 8)
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 701 to 769. 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 701–769 of 769
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Essential Partners#701 · 131 sh | 131 | $6.5K | — | 0.0% |
| 702 | Creative Capital Management Investments#702 · 130 sh | 130 | $6.4K | <0.01% | New |
| 703 | TrueNorth#703 · 126 sh | 126 | $6.2K | <0.01% | +55.6% |
| 704 | Provenance Wealth Advisors#704 · 120 sh | 120 | $5.9K | <0.01% | 0.0% |
| 705 | TOUNJIAN ADVISORY PARTNERS#705 · 116 sh | 116 | $5.7K | <0.01% | New |
| 706 | Grove Bank#706 · 113 sh | 113 | $5.6K | — | +4.6% |
| 707 | THURSTON, SPRINGER, MILLER, HERD & TITAK#707 · 108 sh | 108 | $5.4K | — | 0.0% |
| 708 | SITTNER & NELSON#708 · 97 sh | 97 | $4.8K | <0.01% | New |
| 709 | Kozak & Associates#709 · 96 sh | 96 | $4.8K | <0.01% | 0.0% |
| 710 | NBH Bank#710 · 100 sh | 100 | $4.7K | <0.01% | — |
| 711 | Godfrey Financial Associates#711 · 92 sh | 92 | $4.6K | <0.01% | -22.0% |
| 712 | N.E.W. Advisory Services#712 · 87 sh | 87 | $4.3K | <0.01% | New |
| 713 | WEST PACES ADVISORS#713 · 85 sh | 85 | $4.2K | — | New |
| 714 | First Pacific Financial#714 · 83 sh | 83 | $4.1K | — | -25.9% |
| 715 | IFG Advisory#715 · 83 sh | 83 | $4.1K | <0.01% | New |
| 716 | Gleason Group#716 · 80 sh | 80 | $4.0K | — | New |
| 717 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#717 · 75 sh | 75 | $3.7K | 0.00% | +15.4% |
| 718 | Fortitude Family Office#718 · 74 sh | 74 | $3.7K | — | 0.0% |
| 719 | Stone House Investment Management#719 · 71 sh | 71 | $3.5K | — | +121.9% |
| 720 | Bogart Wealth#720 · 71 sh | 71 | $3.5K | <0.01% | +29.1% |
| 721 | Aventura Private Wealth#721 · 69 sh | 69 | $3.4K | <0.01% | New |
| 722 | GHP Investment Advisors#722 · 67 sh | 67 | $3.3K | — | 0.0% |
| 723 | Avion Wealth#723 · 65 sh | 65 | $3.0K | <0.01% | 0.0% |
| 724 | Burk#724 · 59 sh | 59 | $2.9K | <0.01% | 0.0% |
| 725 | Basepoint Wealth#725 · 56 sh | 56 | $2.8K | <0.01% | 0.0% |
| 726 | Tower Research Capital (TRC)#726 · 56 sh | 56 | $2.8K | <0.01% | -99.7% |
| 727 | Asset Dedication#727 · 55 sh | 55 | $2.7K | <0.01% | +77.4% |
| 728 | FEDERATED HERMES#728 · 54 sh | 54 | $2.7K | 0.00% | 0.0% |
| 729 | Highland Investment Advisors#729 · 53 sh | 53 | $2.6K | <0.01% | — |
| 730 | SWAN Capital#730 · 48 sh | 48 | $2.4K | <0.01% | 0.0% |
| 731 | Allied Private Wealth#731 · 46 sh | 46 | $2.4K | <0.01% | — |
| 732 | Sankala Group#732 · 44 sh | 44 | $2.3K | <0.01% | 0.0% |
| 733 | ST GERMAIN D J#733 · 46 sh | 46 | $2.3K | <0.01% | 0.0% |
| 734 | CENTRAL#734 · 45 sh | 45 | $2.2K | 0.00% | +125.0% |
| 735 | Dogwood Wealth Management#735 · 41 sh | 41 | $2.0K | <0.01% | 0.0% |
| 736 | Coston, McIsaac & Partners#736 · 52 sh | 52 | $2.0K | <0.01% | 0.0% |
| 737 | Advocate Investing Services#737 · 40 sh | 40 | $2.0K | — | 0.0% |
| 738 | Synergy Investment Management#738 · 38 sh | 38 | $2.0K | <0.01% | New |
| 739 | Downshift Financial#739 · 39 sh | 39 | $1.9K | — | New |
| 740 | ARMSTRONG ADVISORY GROUP#740 · 38 sh | 38 | $1.9K | — | 0.0% |
| 741 | Financial Network Wealth Advisors#741 · 38 sh | 38 | $1.9K | <0.01% | +8.6% |
| 742 | Monetary Solutions, Ltd#742 · 38 sh | 38 | $1.9K | — | +375.0% |
| 743 | BROWN, LISLE/CUMMINGS#743 · 35 sh | 35 | $1.7K | — | 0.0% |
| 744 | Crewe Advisors#744 · 35 sh | 35 | $1.7K | <0.01% | New |
| 745 | SOUTHERN MICHIGAN BANK &#745 · 39 sh | 39 | $1.7K | — | 0.0% |
| 746 | MARSHALL INVESTMENT MANAGEMENT#746 · 33 sh | 33 | $1.6K | <0.01% | New |
| 747 | Quent Capital#747 · 31 sh | 31 | $1.5K | <0.01% | New |
| 748 | Trifecta Capital Advisors#748 · 30 sh | 30 | $1.5K | — | -68.8% |
| 749 | Cassaday & Wealth Management#749 · 30 sh | 30 | $1.5K | — | -74.4% |
| 750 | TD Capital Management#750 · 29 sh | 29 | $1.4K | <0.01% | 0.0% |
| 751 | Caitlin John#751 · 27 sh | 27 | $1.3K | <0.01% | 0.0% |
| 752 | Game Plan Financial Advisors#752 · 26 sh | 26 | $1.3K | <0.01% | New |
| 753 | Noble Wealth Management PBC#753 · 21 sh | 21 | $1.0K | — | New |
| 754 | Forum Finance Group S.A.#754 · 14 sh | 14 | $1.0K | <0.01% | New |
| 755 | Halbert, Hargrove/Russell#755 · 19 sh | 19 | $926.00 | — | New |
| 756 | Buck Wealth Strategies#756 · 16 sh | 16 | $793.00 | <0.01% | New |
| 757 | AMERIFLEX GROUP#757 · 14 sh | 14 | $694.00 | <0.01% | New |
| 758 | BEACON INVESTMENT ADVISORY SERVICES#758 · 13 sh | 13 | $645.00 | — | 0.0% |
| 759 | Nemes Rush Group#759 · 11 sh | 11 | $545.00 | 0.00% | 0.0% |
| 760 | Aberdeen Wealth Management#760 · 10 sh | 10 | $496.00 | <0.01% | New |
| 761 | Nvest Wealth Strategies#761 · 9 sh | 9 | $447.00 | — | 0.0% |
| 762 | Decker Retirement Planning#762 · 8 sh | 8 | $395.00 | — | New |
| 763 | Truvestments Capital#763 · 6 sh | 6 | $297.00 | 0.00% | -98.3% |
| 764 | Mosley Wealth Management#764 · 6 sh | 6 | $297.00 | — | New |
| 765 | Midwest Capital Advisors#765 · 4 sh | 4 | $198.00 | <0.01% | 0.0% |
| 766 | Kingdom Financial Group#766 · 1 sh | 1 | $34.00 | 0.00% | 0.0% |
| 767 | Covestor Ltd#767 · 8 sh | 8 | $0.00 | 0.00% | 0.0% |
| 768 | Elequin Securities#768 · 501 sh | 501 | — | — | New |
| 769 | Quantum Portfolio Management#769 · 11,823 sh | 11,823 | — | — | +0.9% |
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.