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UBS Group

670 hedge funds and large institutions have $44.3B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 220 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
HFS
251
Hantz Financial Services
Michigan
$1.99M
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$1.96M
CL
253
CIM LLC
New York
$1.96M
Truist Financial
254
Truist Financial
North Carolina
$1.92M
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$1.86M
PAS
256
Park Avenue Securities
New York
$1.82M
YCM
257
Yousif Capital Management
Michigan
$1.78M
XT
258
XTX Topco
Cayman Islands
$1.78M
AAM
259
Advisors Asset Management
Colorado
$1.77M
CA
260
Clearstead Advisors
Ohio
$1.77M
Allspring Global Investments
261
Allspring Global Investments
North Carolina
$1.74M
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$1.66M
SA
263
Sanctuary Advisors
Indiana
$1.65M
AFG
264
Atomi Financial Group
New York
$1.61M
CA
265
Cullinan Associates
Kentucky
$1.58M
BBHC
266
Brown Brothers Harriman & Co
New York
$1.57M
RhumbLine Advisers
267
RhumbLine Advisers
Massachusetts
$1.55M
BP
268
Ballentine Partners
Massachusetts
$1.54M
HP
269
Havemeyer Place
Connecticut
$1.53M
AWP
270
Abacus Wealth Partners
California
$1.46M
ACM
271
Aquatic Capital Management
Illinois
$1.46M
BEAM
272
Baker Ellis Asset Management
Washington
$1.46M
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
$1.44M
KCM
274
Kathmere Capital Management
Pennsylvania
$1.44M
FMI
275
Factory Mutual Insurance
Massachusetts
$1.43M