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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
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
$1.44M
KCM
277
Kathmere Capital Management
Pennsylvania
$1.44M
FMI
278
Factory Mutual Insurance
Massachusetts
$1.43M
Osaic Holdings
279
Osaic Holdings
Arizona
$1.39M
CCWA
280
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.38M
AI
281
Atria Investments
North Carolina
$1.36M
CG
282
Caprock Group
Idaho
$1.34M
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$1.34M
MIM
284
Morningstar Investment Management
Illinois
$1.33M
SCA
285
Snowden Capital Advisors
New York
$1.33M
GF
286
Gabelli Funds
New York
$1.32M
STA
287
Summit Trail Advisors
New York
$1.29M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
288
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.25M
BCM
289
Barometer Capital Management
Ontario, Canada
$1.25M
LCGC
290
Legacy Capital Group California
California
$1.24M
CFB
291
Cullen/Frost Bankers
Texas
$1.23M
GT
292
Greenleaf Trust
Michigan
$1.21M
B
293
Bailard
California
$1.18M
BIG
294
Brooklyn Investment Group
New York
$1.14M
EPIM
295
Evelyn Partners Investment Management
$1.13M
CCM
296
Coldstream Capital Management
Washington
$1.11M
GIC
297
Generali Investments CEE
Czech Republic
$1.11M
FFA
298
Farther Finance Advisors
California
$1.09M
USGIU
299
U.S. Global Investors (USGI)
Texas
$1.09M
FFL
300
Future Fund LLC
Illinois
$1.07M