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UBS Group

602 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$1.46M
KCM
252
Kathmere Capital Management
Pennsylvania
$1.43M
SCA
253
Snowden Capital Advisors
New York
$1.43M
GF
254
Gabelli Funds
New York
$1.41M
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$1.39M
NG
256
NatWest Group
United Kingdom
$1.36M
BHPW
257
Beverly Hills Private Wealth
California
$1.34M
SCM
258
SOL Capital Management
Maryland
$1.34M
1832 Asset Management
259
1832 Asset Management
Ontario, Canada
$1.33M
B
260
Bailard
California
$1.32M
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$1.3M
FFL
262
Future Fund LLC
Illinois
$1.27M
GI
263
Gradient Investments
Minnesota
$1.27M
CFB
264
Cullen/Frost Bankers
Texas
$1.26M
YIH
265
Y-Intercept (HK)
Hong Kong
$1.25M
Osaic Holdings
266
Osaic Holdings
Arizona
$1.25M
CCI
267
Credit Capital Investments
New Jersey
$1.23M
CA
268
Cullinan Associates
Kentucky
$1.19M
BS
269
Banco Santander
Spain
$1.19M
EPIM
270
Evelyn Partners Investment Management
$1.18M
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$1.17M
P
272
&Partners
Tennessee
$1.13M
CCM
273
Coldstream Capital Management
Washington
$1.12M
GCM
274
Graham Capital Management
Connecticut
$1.1M
CB
275
Centennial Bank
Arkansas
$1.1M