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UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$944M
Puts
$1.21B
Net Calls
Net Calls Change

Top Buyers

1 +$2.43B
2 +$234M
3 +$171M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
5
Amundi
Amundi
France
+$144M

Top Sellers

1 -$1.44B
2 -$595M
3 -$565M
4
JP Morgan Chase
JP Morgan Chase
New York
-$555M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$426M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
251
Legacy Wealth Asset Management
Minnesota
$2.05M
MPPW
252
Mitchell & Pahl Private Wealth
Oklahoma
$2M
HFS
253
Hantz Financial Services
Michigan
$1.99M
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$1.96M
CL
255
CIM LLC
New York
$1.96M
Truist Financial
256
Truist Financial
North Carolina
$1.92M
NA
257
NewEdge Advisors
Louisiana
$1.86M
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$1.86M
PAS
259
Park Avenue Securities
New York
$1.82M
YCM
260
Yousif Capital Management
Michigan
$1.78M
XT
261
XTX Topco
Cayman Islands
$1.78M
AAM
262
Advisors Asset Management
Colorado
$1.77M
CA
263
Clearstead Advisors
Ohio
$1.77M
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$1.74M
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$1.66M
SA
266
Sanctuary Advisors
Indiana
$1.65M
AFG
267
Atomi Financial Group
New York
$1.61M
CA
268
Cullinan Associates
Kentucky
$1.58M
BBHC
269
Brown Brothers Harriman & Co
New York
$1.57M
RhumbLine Advisers
270
RhumbLine Advisers
Massachusetts
$1.55M
BP
271
Ballentine Partners
Massachusetts
$1.54M
HP
272
Havemeyer Place
Connecticut
$1.53M
AWP
273
Abacus Wealth Partners
California
$1.46M
ACM
274
Aquatic Capital Management
Illinois
$1.46M
BEAM
275
Baker Ellis Asset Management
Washington
$1.46M