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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 %
GF
251
Gabelli Funds
New York
$1.04M – – –
SIA
252
Schechter Investment Advisors
Michigan
$1.02M -$245K -8,004 -19%
Simplex Trading
253
Simplex Trading
Illinois
$988K +$988K +32,263 New
Jones Financial Companies
254
Jones Financial Companies
Missouri
$969K +$274K +8,700 +40%
Squarepoint
255
Squarepoint
New York
$958K +$588K +19,200 +159%
BTI
256
Blue Trust Inc
Georgia
$942K +$72.1K +2,354 +8%
CB
257
Centennial Bank
Arkansas
$929K -$4.1K -135 -0.4%
ECM
258
Evergreen Capital Management
Washington
$925K +$68.5K +2,237 +8%
CA
259
Cullinan Associates
Kentucky
$888K – – –
P
260
&Partners
Tennessee
$857K +$16.3K +517 +2%
AAM
261
Advisors Asset Management
Colorado
$853K -$88.9K -2,901 -9%
PCS
262
Personal CFO Solutions
New Jersey
$842K -$23.4K -765 -3%
COI
263
Connable Office Inc
Michigan
$836K -$46.3K -1,511 -5%
Osaic Holdings
264
Osaic Holdings
Arizona
$829K -$419K -13,685 -34%
ACA
265
Atlas Capital Advisors
Wyoming
$824K – – –
EI
266
Ethic Inc
New York
$810K -$728 -24 -0.1%
CCM
267
Coldstream Capital Management
Washington
$793K +$30.6K +998 +4%
CC
268
Callan Capital
California
$792K +$111K +3,623 +16%
JWA
269
JFS Wealth Advisors
Pennsylvania
$787K -$34.5K -1,125 -4%
CCA
270
Checchi Capital Advisers
California
$775K +$55K +1,796 +8%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$770K +$280K +9,130 +57%
TRCT
272
Tower Research Capital (TRC)
New York
$762K +$583K +19,020 +324%
GWM
273
Greenwich Wealth Management
Connecticut
$761K – – –
NWAG
274
Net Worth Advisory Group
Utah
$760K -$56.4K -1,842 -7%
PAG
275
Private Advisor Group
New Jersey
$744K -$303K -9,901 -29%
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