UBS icon

UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
EI
251
Ethic Inc
New York
$1.53M
SA
252
Sanctuary Advisors
Indiana
$1.53M
Jones Financial Companies
253
Jones Financial Companies
Missouri
$1.46M
KCM
254
Kathmere Capital Management
Pennsylvania
$1.43M
SCA
255
Snowden Capital Advisors
New York
$1.43M
GF
256
Gabelli Funds
New York
$1.41M
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$1.39M
NG
258
NatWest Group
United Kingdom
$1.36M
BHPW
259
Beverly Hills Private Wealth
California
$1.34M
SCM
260
SOL Capital Management
Maryland
$1.34M
1832 Asset Management
261
1832 Asset Management
Ontario, Canada
$1.33M
B
262
Bailard
California
$1.32M
Commonwealth Equity Services
263
Commonwealth Equity Services
Massachusetts
$1.3M
FFL
264
Future Fund LLC
Illinois
$1.27M
GI
265
Gradient Investments
Minnesota
$1.27M
CFB
266
Cullen/Frost Bankers
Texas
$1.26M
YIH
267
Y-Intercept (HK)
Hong Kong
$1.25M
Osaic Holdings
268
Osaic Holdings
Arizona
$1.25M
CCI
269
Credit Capital Investments
New Jersey
$1.23M
CA
270
Cullinan Associates
Kentucky
$1.19M
BS
271
Banco Santander
Spain
$1.19M
EPIM
272
Evelyn Partners Investment Management
$1.18M
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$1.17M
P
274
&Partners
Tennessee
$1.13M
CCM
275
Coldstream Capital Management
Washington
$1.12M