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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.91%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

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 Holding Trade Value Shares
Change 		Shares
Change %
SCA
251
Snowden Capital Advisors
New York
$1.19M -$37K -1,095 -3%
BPCE
252
Bank Pictet & Cie (Europe)
Germany
$1.19M +$885K +26,225 +293%
GF
253
Gabelli Funds
New York
$1.18M +$33.8K +1,000 +3%
SFA
254
Sequoia Financial Advisors
Ohio
$1.17M -$92.4K -2,732 -7%
AssetMark Inc
255
AssetMark Inc
California
$1.16M +$463K +13,680 +66%
P
256
&Partners
Tennessee
$1.14M +$240K +7,196 +27%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$1.14M +$115K +3,444 +11%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$1.14M +$288K +8,520 +34%
AAM
259
Advisors Asset Management
Colorado
$1.12M +$181K +5,362 +19%
LIM
260
Longfellow Investment Management
Massachusetts
$1.12M +$1.12M +41,675 New
KCM
261
Kathmere Capital Management
Pennsylvania
$1.12M -$92.2K -2,727 -8%
SCM
262
SOL Capital Management
Maryland
$1.1M -$118K -3,500 -10%
Victory Capital Management
263
Victory Capital Management
Texas
$1.1M +$1.1M +31,511 New
Osaic Holdings
264
Osaic Holdings
Arizona
$1.08M +$209K +6,491 +24%
Squarepoint
265
Squarepoint
New York
$1.07M +$10.1K +300 +1%
CFB
266
Cullen/Frost Bankers
Texas
$1.05M +$816K +24,125 +355%
CB
267
Centennial Bank
Arkansas
$1.02M -$10.1K -300 -1%
CCI
268
Credit Capital Investments
New Jersey
$1.01M -$440K -13,000 -30%
AFG
269
Atomi Financial Group
New York
$983K -$369K -10,905 -27%
CA
270
Cullinan Associates
Kentucky
$981K – – –
ECM
271
Evergreen Capital Management
Washington
$968K -$53.1K -1,570 -5%
EI
272
Ethic Inc
New York
$931K +$38.7K +1,158 +4%
ACA
273
Atlas Capital Advisors
Wyoming
$910K – – –
VF
274
Virtu Financial
New York
$904K +$633K +18,711 +234%
BRWA
275
B. Riley Wealth Advisors
Florida
$898K +$898K +26,560 New
9 10
11
12 13