UBS Group
PLTM icon

UBS Group’s GraniteShares Platinum Shares PLTM Stock Holding History

UBS Group’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$620K Buy
+32,780
New +$694K ﹤0.01% 5917
2025
Q4 		– Sell
-8,000
Closed -$121K – 11016
2025
Q3 		$121K Sell
8,000
-74,300
-90% -$995K ﹤0.01% 6993
2025
Q2 		$1.07M Buy
+82,300
New +$852K ﹤0.01% 5402
2024
Q4 		– Sell
-11,659
Closed -$111K – 10283
2024
Q3 		$111K Buy
+11,659
New +$109K ﹤0.01% 6281
2024
Q1 		– Sell
-2,236
Closed -$21.6K – 9862
2023
Q4 		$21.6K Buy
2,236
+1,331
+147% +$11.8K ﹤0.01% 7058
2023
Q3 		$7.98K Buy
+905
New +$8.21K ﹤0.01% 7201
2023
Q2 		– Sell
-6,207
Closed -$60.1K – 9468
2023
Q1 		$60.1K Buy
6,207
+629
+11% +$6.1K ﹤0.01% 6312
2022
Q4 		$58.6K Buy
+5,578
New +$53.1K ﹤0.01% 6611
2022
Q3 		– Sell
-1,163
Closed -$10K – 10786
2022
Q2 		$10K Buy
+1,163
New +$10.9K ﹤0.01% 7988
2022
Q1 		– Sell
-200
Closed -$2K – 10745
2021
Q4 		$2K Buy
+200
New +$1.96K ﹤0.01% 9820
2021
Q3 		– Sell
-586
Closed -$6K – 9950
2021
Q2 		$6K Sell
586
-1,828
-76% -$21.3K ﹤0.01% 8458
2021
Q1 		$28K Buy
2,414
+1,555
+181% +$17.8K ﹤0.01% 7067
2020
Q4 		$9K Buy
859
+447
+108% +$4.15K ﹤0.01% 7570
2020
Q3 		$4K Buy
412
+42
+11% +$377 ﹤0.01% 7428
2020
Q2 		$3K Buy
370
+255
+222% +$2.01K ﹤0.01% 7553
2020
Q1 		$1K Sell
115
-1,784
-94% -$15.8K ﹤0.01% 7787
2019
Q4 		$18K Buy
1,899
+1,569
+475% +$14.2K ﹤0.01% 6948
2019
Q3 		$3K Buy
+330
New +$2.89K ﹤0.01% 7648
2019
Q2 		– Sell
-1,285
Closed -$11K – 8084
2019
Q1 		$11K Sell
1,285
-485
-27% -$3.98K ﹤0.01% 6754
2018
Q4 		$14K Buy
1,770
+1,270
+254% +$10.4K ﹤0.01% 7046
2018
Q3 		$4K Sell
500
-2,050
-80% -$16.6K ﹤0.01% 7578
2018
Q2 		$22K Buy
+2,550
New +$22.8K ﹤0.01% 6638

Other funds holding PLTM

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

UBS Group's PLTM Position: Q1 2026 in Review

UBS Group opened a new position in GraniteShares Platinum Shares (PLTM) in Q1 2026: 32,780 shares worth $620K. The stake represents ﹤0.01% of the portfolio and ranks #5917 among its holdings. This is a return to the name: UBS Group previously reported a position in PLTM as recently as Q3 2025.

UBS Group first reported a position in PLTM in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.07M in Q2 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • UBS Group held 32,780 shares of GraniteShares Platinum Shares worth $620K as of Q1 2026.
  • GraniteShares Platinum Shares was a new UBS Group position in Q1 2026.
  • GraniteShares Platinum Shares made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5917 holding.
  • UBS Group first reported a position in GraniteShares Platinum Shares in Q2 2018 and has held it in 22 quarters since.
  • UBS Group's GraniteShares Platinum Shares position peaked at $1.07M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

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