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UBS Group
UBS

Overview Fund Activity

587 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 212 increasing their positions, 219 reducing their positions, and 49 closing their positions.

Holders
587
Holders Change
+11
Holders Change %
+1.91%
% of All Funds
7.88%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
212
Reduced
219
Closed
49
Calls
$1B
Puts
$1.06B
Net Calls
-$57M
Net Calls Change
+$423M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.88B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.98B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$605M
4
CCI
4
Cevian Capital II
Jersey
$1.63B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$2.01B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$4.88B 144,091,392 +144,091,392 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.6B 135,357,012 +3,907,669 +3%
UBS Group
3
UBS Group
Switzerland
$3.92B 115,915,485 -31,355,557 -21%
UBS AM
4
UBS AM
Illinois
$2.39B 70,666,454 -4,226,975 -6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B 63,935,645 -10,485,383 -14%
Zurich Cantonal Bank
6
Zurich Cantonal Bank
Switzerland
$2.01B 59,561,637 +3,975,405 +7%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.98B 58,424,089 +8,448,219 +17%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.64B 48,588,330 -22,364,232 -32%
CCI
9
Cevian Capital II
Jersey
$1.63B 48,117,675 +4,330,274 +10%
Dodge & Cox
10
Dodge & Cox
California
$1.54B 45,635,942 -26,972,850 -37%
Capital World Investors
11
Capital World Investors
California
$1.25B 36,957,240 -843,414 -2%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$1.21B 35,735,675 +306,867 +0.9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.07B 31,561,123 -1,108,874 -3%
Legal & General Group
14
Legal & General Group
United Kingdom
$836M 24,789,498 -2,380,200 -9%
Pzena Investment Management
15
Pzena Investment Management
New York
$830M 30,902,392 +1,551,567 +5%
Deutsche Bank
16
Deutsche Bank
Germany
$776M 22,950,153 -8,400,758 -27%
Amundi
17
Amundi
France
$707M 20,346,519 +3,125,744 +18%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$634M 18,739,159 +1,177,438 +7%
Goldman Sachs
19
Goldman Sachs
New York
$624M 18,450,919 +2,693,720 +17%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$605M 17,940,249 +5,779,346 +48%
Vontobel Holding
21
Vontobel Holding
Switzerland
$468M 13,823,767 -3,322,417 -19%
NL
22
Nuveen LLC
North Carolina
$385M 11,396,193 -48,926 -0.4%
CDDEC
23
Caisse Des Depots Et Consignations
France
$287M 7,922,061 – –
Bank of America
24
Bank of America
North Carolina
$285M 8,429,237 -358,077 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$279M 8,247,213 -242,440 -3%
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