UBS Group
UBS
763 hedge funds and large institutions have $62.4B invested in UBS Group in 2026 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 277 increasing their positions, 223 reducing their positions, and 55 closing their positions.
167% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 55
41% more capital invested
Capital invested by funds: $44.4B → $62.4B (+$18B)
24% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 223
13% more call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.01B
11% more funds holding
Funds holding: 686 → 763 (+77)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$741M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$439M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$223M |
| 4 |
Goldman Sachs
New York
|
+$203M |
| 5 |
ClearBridge Investments
New York
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$408M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$354M |
| 3 |
Pzena Investment Management
New York
|
-$179M |
| 4 |
SP
SIH Partners
Wilmington,
Delaware
|
-$137M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$119M |
UBS Hedge Fund Activity: Q2 2026 in Review
763 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2026, worth a combined $62.4B — up 41% from $44.4B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new UBS positions and 55 closed out — a net gain of 92 holders — while 277 added to existing stakes and 223 trimmed.
The largest buyer was Assenagon Asset Management, adding an estimated $741M. The largest seller was Capital World Investors, cutting an estimated $408M.
- 763 institutional investors held UBS Group (UBS) as of Q2 2026, up from 686 in Q1 2026.
- Funds reported $62.4B of UBS Group stock for Q2 2026, up 41% quarter-over-quarter.
- 147 funds opened new UBS Group positions in Q2 2026 and 55 closed out, a net change of +92 holders.
- The largest UBS Group buyer in Q2 2026 was Assenagon Asset Management, an estimated $741M added.
- The largest UBS Group seller in Q2 2026 was Capital World Investors, an estimated $408M sold.
Based on aggregated 13F filings for Q2 2026.