UBS Group
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UBS Group’s Atlanticus Holdings ATLC Stock Holding History

UBS Group’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$936K Sell
17,847
-19,735
-53% -$1.1M ﹤0.01% 5600
2025
Q4 		$2.52M Buy
37,582
+28,907
+333% +$1.7M ﹤0.01% 4748
2025
Q3 		$508K Sell
8,675
-946
-10% -$57.1K ﹤0.01% 6082
2025
Q2 		$527K Buy
9,621
+1,648
+21% +$85.5K ﹤0.01% 5958
2025
Q1 		$408K Buy
7,973
+3,274
+70% +$179K ﹤0.01% 6016
2024
Q4 		$262K Buy
4,699
+2,094
+80% +$99.5K ﹤0.01% 6290
2024
Q3 		$91.4K Buy
2,605
+904
+53% +$29.9K ﹤0.01% 6427
2024
Q2 		$47.9K Sell
1,701
-3,684
-68% -$98.4K ﹤0.01% 6717
2024
Q1 		$159K Sell
5,385
-409
-7% -$13.5K ﹤0.01% 5997
2023
Q4 		$224K Buy
5,794
+2,509
+76% +$79K ﹤0.01% 5717
2023
Q3 		$99.6K Buy
3,285
+1
+0% +$36 ﹤0.01% 5836
2023
Q2 		$138K Buy
3,284
+808
+33% +$26.5K ﹤0.01% 5755
2023
Q1 		$67.2K Buy
2,476
+1,706
+222% +$51.3K ﹤0.01% 6215
2022
Q4 		$20.2K Buy
+770
New +$20.5K ﹤0.01% 7636
2022
Q3 		– Sell
-187
Closed -$7K – 10309
2022
Q2 		$7K Sell
187
-2,660
-93% -$107K ﹤0.01% 8447
2022
Q1 		$147K Sell
2,847
-790
-22% -$47.5K ﹤0.01% 5610
2021
Q4 		$259K Buy
+3,637
New +$243K ﹤0.01% 5477
2021
Q3 		– Sell
-312
Closed -$12K – 9513
2021
Q2 		$12K Sell
312
-1,020
-77% -$35.7K ﹤0.01% 7867
2021
Q1 		$40K Buy
1,332
+233
+21% +$6.45K ﹤0.01% 6759
2020
Q4 		$27K Sell
1,099
-558
-34% -$9.12K ﹤0.01% 6715
2020
Q3 		$20K Sell
1,657
-59
-3% -$595 ﹤0.01% 6294
2020
Q2 		$18K Buy
1,716
+1,067
+164% +$14.2K ﹤0.01% 6612
2020
Q1 		$6K Buy
649
+389
+150% +$4.55K ﹤0.01% 7207
2019
Q4 		$2K Hold
260
– – ﹤0.01% 7814
2019
Q3 		$2K Sell
260
-1,007
-79% -$6.2K ﹤0.01% 7718
2019
Q2 		$5K Buy
1,267
+574
+83% +$2.03K ﹤0.01% 7364
2019
Q1 		$2K Buy
693
+319
+85% +$1.14K ﹤0.01% 7418
2018
Q4 		$1K Buy
374
+114
+44% +$391 ﹤0.01% 7876
2018
Q3 		$1K Hold
260
– – ﹤0.01% 7817
2018
Q2 		$1K Sell
260
-1,853
-88% -$3.75K ﹤0.01% 7802
2018
Q1 		$5K Buy
2,113
+795
+60% +$1.76K ﹤0.01% 7216
2017
Q4 		$4K Sell
1,318
-2,566
-66% -$5.95K ﹤0.01% 7452
2017
Q3 		$9K Buy
3,884
+3,752
+2,842% +$9.22K ﹤0.01% 6935
2017
Q2 		$0 Buy
+132
New +$333 ﹤0.01% 7645
2017
Q1 		– Sell
-1,031
Closed -$3K – 7624
2016
Q4 		$3K Buy
+1,031
New +$3.13K ﹤0.01% 7394
2016
Q2 		– Sell
-1,015
Closed -$3K – 7706
2016
Q1 		$3K Buy
+1,015
New +$3.14K ﹤0.01% 7174
2015
Q4 		– Sell
-1,250
Closed -$5K – 8325
2015
Q3 		$5K Buy
1,250
+577
+86% +$2.23K ﹤0.01% 7690
2015
Q2 		$2K Sell
673
-421
-38% -$1.14K ﹤0.01% 8172
2015
Q1 		$2K Sell
1,094
-471
-30% -$1.23K ﹤0.01% 8426
2014
Q4 		$4K Buy
+1,565
New +$2.99K ﹤0.01% 9090

Other funds holding ATLC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group's ATLC Position: Q1 2026 in Review

UBS Group reduced its Atlanticus Holdings (ATLC) stake by 53% in Q1 2026, selling an estimated $1.1M and leaving 17,847 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #5600.

UBS Group first reported a position in ATLC in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.52M in Q4 2025. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • UBS Group held 17,847 shares of Atlanticus Holdings worth $936K as of Q1 2026.
  • UBS Group sold 19,735 Atlanticus Holdings shares in Q1 2026, an estimated $1.1M.
  • Atlanticus Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5600 holding.
  • UBS Group first reported a position in Atlanticus Holdings in Q4 2014 and has held it in 40 quarters since.
  • UBS Group's Atlanticus Holdings position peaked at $2.52M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

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