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UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 225

8% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 90

1% less funds holding

Funds holding: 689679 (-10)

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

22% less call options, than puts

Call options by funds: $944M | Put options by funds: $1.21B

25% less capital invested

Capital invested by funds: $59B → $44.4B (-$14.7B)

Holders
679
Holders Change
-10
Holders Change %
-1.45%
% of All Funds
8.36%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.26%
New
97
Increased
249
Reduced
225
Closed
90
Calls
$944M
Puts
$1.21B
Net Calls
-$271M
Net Calls Change
-$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.18B -$1.44B -33,600,186 -24%
VCM
2
Vanguard Capital Management
Pennsylvania
$3.79B +$4.16B +97,263,943 New
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.6B -$132M -3,080,379 -4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$2.58B +$84.2M +1,966,974 +3%
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$2.17B +$2.43B +56,674,567 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.1B -$180M -4,214,498 -7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.91B -$331M -7,732,133 -13%
CCI
8
Cevian Capital II
Jersey
$1.88B
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$1.36B -$14.6M -340,568 -0.9%
Dodge & Cox
10
Dodge & Cox
California
$1.31B -$886K -20,700 -0.1%
Deutsche Bank
11
Deutsche Bank
Germany
$1.25B +$99.2M +2,316,845 +8%
VFT
12
Vanguard Fiduciary Trust
Pennsylvania
$1.07B +$1.18B +27,510,543 New
JP Morgan Chase
13
JP Morgan Chase
New York
$1.01B -$555M -12,958,047 -32%
Capital World Investors
14
Capital World Investors
California
$913M -$595M -13,903,480 -37%
Amundi
15
Amundi
France
$910M +$144M +3,374,516 +17%
Legal & General Group
16
Legal & General Group
United Kingdom
$895M -$8.93M -208,575 -0.9%
Pzena Investment Management
17
Pzena Investment Management
New York
$816M -$138M -3,230,218 -11%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$728M +$56.6M +1,323,586 +8%
Goldman Sachs
19
Goldman Sachs
New York
$600M -$116M -2,718,346 -15%
Vontobel Holding
20
Vontobel Holding
Switzerland
$581M +$53.1M +1,241,269 +9%
VAM
21
Vanguard Asset Management
$550M +$604M +14,112,416 New
N
22
Nuveen
North Carolina
$432M -$7.74M -180,782 -2%
Bank of America
23
Bank of America
North Carolina
$377M -$45.1M -1,053,388 -10%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$332M -$6.06M -141,608 -2%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$306M -$35.1M -821,253 -9%