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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
PIM
Platinum Investment Management
Australia
+$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$208M
2
Goldman Sachs
Goldman Sachs
New York
-$205M
3
UBS Group
UBS Group
Switzerland
-$193M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$191M
5
DZ Bank
DZ Bank
Germany
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
226
Stamos Capital Partners
California
$1.4M -$363K -11,860 -21%
QCM
227
Qsemble Capital Management
New York
$1.35M +$1.35M +43,942 New
BCM
228
BTC Capital Management
Iowa
$1.34M +$100K +3,268 +8%
CCI
229
Credit Capital Investments
New Jersey
$1.32M – – –
BHPW
230
Beverly Hills Private Wealth
California
$1.31M +$82.9K +2,707 +7%
1C
231
111 Capital
France
$1.31M +$1.31M +43,159 New
RhumbLine Advisers
232
RhumbLine Advisers
Massachusetts
$1.3M +$122K +3,971 +10%
TPW
233
Transatlantique Private Wealth
New York
$1.29M +$186K +6,133 +17%
NA
234
NewEdge Advisors
Louisiana
$1.28M +$38.8K +1,267 +3%
DWM
235
Diversify Wealth Management
Utah
$1.28M +$147K +4,831 +13%
PEAK6
236
PEAK6
Illinois
$1.25M +$333K +10,886 +36%
AFG
237
Atomi Financial Group
New York
$1.22M +$113K +3,705 +10%
Kovitz Investment Group Partners
238
Kovitz Investment Group Partners
Illinois
$1.22M -$220K -7,198 -15%
BEAM
239
Baker Ellis Asset Management
Washington
$1.19M -$27.6K -900 -2%
LCGC
240
Legacy Capital Group California
California
$1.16M -$70.1K -2,287 -6%
MYIA
241
Mount Yale Investment Advisors
Colorado
$1.15M -$518K -16,925 -31%
SFA
242
Sequoia Financial Advisors
Ohio
$1.14M +$69.7K +2,274 +6%
Allspring Global Investments
243
Allspring Global Investments
North Carolina
$1.13M -$165K -5,435 -13%
ACM
244
Advisors Capital Management
New Jersey
$1.12M -$133K -4,339 -11%
BP
245
Ballentine Partners
Massachusetts
$1.12M -$26.5K -865 -2%
SCA
246
Snowden Capital Advisors
New York
$1.12M -$30.3K -990 -3%
B
247
Bailard
California
$1.11M -$15.4K -503 -1%
SCM
248
SOL Capital Management
Maryland
$1.11M -$23K -750 -2%
KCM
249
Kathmere Capital Management
Pennsylvania
$1.09M +$29.1K +949 +3%
AI
250
AdvisorShares Investments
Maryland
$1.06M +$342K +11,271 +48%
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