UBS — UBS Group AG Institutional Holders · Q3 2026

Name: Who Owns UBS? 35 Institutions Hold $226M (Q3 2026)
Creator: ko.io

Who owns UBS Group AG (UBS)? 35 institutions reported holding $226.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Border to Coast Pensions Partnership Ltd ($120.9M), Crocodile Capital Partners GmbH ($56.3M), Systrade AG ($33.9M).

Rank	Institution	Value	Shares	Change
1	Border to Coast Pensions Partnership Ltd	$120.9M	2.5M	Added
2	Crocodile Capital Partners GmbH	$56.3M	1.2M	Hold
3	Systrade AG	$33.9M	705,200	Added
4	Gradient Investments LLC	$5.7M	119,345	Trimmed
5	Legacy Wealth Asset Management, LLC	$2.5M	52,066	Added
6	Farther Finance Advisors, LLC	$1.4M	28,516	Added
7	Versant Capital Management, Inc	$1.2M	24,041	Added
8	Valeo Financial Advisors, LLC	$708,858	14,728	Added
9	M.E. ALLISON & CO., INC.	$508,253	10,560	Hold
10	Wedmont Private Capital	$402,410	8,551	Added
11	Athena Wealth Management, LLC	$399,234	8,295	Added
12	Investors Research Corp	$386,773	8,036	Hold
13	RIVERSEDGE ADVISORS, LLC	$323,867	6,729	Added
14	TITLEIST ASSET MANAGEMENT, LLC	$305,451	6,346	Trimmed
15	Venture Visionary Partners LLC	$212,494	4,415	Trimmed
16	MassMutual Private Wealth & Trust, FSB	$210,569	4,375	Trimmed
17	Avidian Wealth Enterprises, LLC	$200,988	4,176	New
18	Rosenberg Matthew Hamilton	$192,568	4,001	Hold
19	Miller Global Investments, LLC	$132,743	2,758	New
20	GAMMA Investing LLC	$96,934	2,014	Added
21	Bank of New Hampshire	$24,065	500	New
22	CX Institutional	$20,000	424	Added
23	Bullock Wealth Management Group	$18,219	383	Hold
24	Grove Bank & Trust	$17,471	363	Added
25	CoreCap Advisors, LLC	$16,509	343	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30