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
Q2 		$45.1M Hold
5,211,600
– – 0.01% 1854
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 $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group's ATEC Position: Q2 2026 in Review

UBS Group increased its Alphatec Holdings (ATEC) stake by 3.8% in Q2 2026, buying an estimated $675K and bringing the position to 2,018,823 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

UBS Group first reported a position in ATEC in Q4 2014 and has held it in 40 quarters since. The position peaked at $29.7M in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • UBS Group held 2,018,823 shares of Alphatec Holdings worth $17.5M as of Q2 2026.
  • UBS Group bought 74,138 Alphatec Holdings shares in Q2 2026, an estimated $675K.
  • Alphatec Holdings made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2832 holding.
  • UBS Group first reported a position in Alphatec Holdings in Q4 2014 and has held it in 40 quarters since.
  • UBS Group's Alphatec Holdings position peaked at $29.7M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.