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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
P
251
Pitcairn
Pennsylvania
$1.55M -$254K -6,528 -15%
EI
252
Ethic Inc
New York
$1.53M +$366K +9,433 +34%
SA
253
Sanctuary Advisors
Indiana
$1.53M +$123K +3,168 +9%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$1.46M +$65.9K +1,698 +5%
KCM
255
Kathmere Capital Management
Pennsylvania
$1.43M +$78.8K +2,030 +6%
SCA
256
Snowden Capital Advisors
New York
$1.43M -$17.9K -461 -1%
GF
257
Gabelli Funds
New York
$1.41M -$19.4K -500 -1%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$1.39M -$1.46M -37,678 -53%
HC
259
Henshaw Capital
Massachusetts
$1.36M +$1.29M +33,267 New
NG
260
NatWest Group
United Kingdom
$1.36M -$2.31M -59,568 -64%
BHPW
261
Beverly Hills Private Wealth
California
$1.34M -$210K -5,400 -14%
SCM
262
SOL Capital Management
Maryland
$1.34M
1832 Asset Management
263
1832 Asset Management
Ontario, Canada
$1.33M +$1.26M +32,400 New
B
264
Bailard
California
$1.32M -$139K -3,591 -10%
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$1.3M -$245K -6,316 -17%
FFL
266
Future Fund LLC
Illinois
$1.27M +$241K +6,195 +25%
GI
267
Gradient Investments
Minnesota
$1.27M +$455K +11,715 +61%
CFB
268
Cullen/Frost Bankers
Texas
$1.26M -$5.2K -134 -0.4%
YIH
269
Y-Intercept (HK)
Hong Kong
$1.25M -$1.35M -34,766 -53%
Osaic Holdings
270
Osaic Holdings
Arizona
$1.25M -$72.4K -1,863 -6%
CCI
271
Credit Capital Investments
New Jersey
$1.23M
CA
272
Cullinan Associates
Kentucky
$1.19M
BS
273
Banco Santander
Spain
$1.19M -$1.25M -32,178 -53%
EPIM
274
Evelyn Partners Investment Management
$1.18M
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$1.17M -$200K -5,149 -15%