UBS Group
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UBS Group’s Alphatec Holdings ATEC Stock Holding History

UBS Group’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.7M Hold
5,211,600
– – 0.01% 1525
2025
Q4 		$110M Hold
5,211,600
– – 0.02% 968
2025
Q3 		$75.8M Hold
5,211,600
– – 0.01% 1260
2025
Q2 		$57.8M Hold
5,211,600
– – 0.01% 1380
2025
Q1 		$52.8M Buy
+5,211,600
New +$55.9M 0.01% 1429

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's ATEC Position: Q1 2026 in Review

UBS Group increased its Alphatec Holdings (ATEC) stake by 38% in Q1 2026, buying an estimated $7.79M and bringing the position to 1,944,685 shares worth $21.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

UBS Group first reported a position in ATEC in Q4 2014 and has held it in 39 quarters since. The position peaked at $29.7M in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • UBS Group held 1,944,685 shares of Alphatec Holdings worth $21.2M as of Q1 2026.
  • UBS Group bought 534,825 Alphatec Holdings shares in Q1 2026, an estimated $7.79M.
  • Alphatec Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2523 holding.
  • UBS Group first reported a position in Alphatec Holdings in Q4 2014 and has held it in 39 quarters since.
  • UBS Group's Alphatec Holdings position peaked at $29.7M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.