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UBS Group
UBS

Overview Fund Activity

590 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.91%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Pinnacle Associates
New York
$898K +$173K +5,122 +24%
IC
277
IEQ Capital
California
$888K +$244K +7,203 +38%
CCM
278
Coldstream Capital Management
Washington
$885K +$9.81K +290 +1%
NWAG
279
Net Worth Advisory Group
Utah
$878K +$38.6K +1,140 +5%
JWA
280
JFS Wealth Advisors
Pennsylvania
$869K – – –
COI
281
Connable Office Inc
Michigan
$859K -$63.7K -1,884 -7%
GWM
282
Greenwich Wealth Management
Connecticut
$840K – – –
FFL
283
Future Fund LLC
Illinois
$838K +$77.8K +2,301 +10%
CCA
284
Checchi Capital Advisers
California
$831K -$24K -711 -3%
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$803K +$326K +9,646 +68%
PSP
286
Principal Street Partners
Tennessee
$788K +$524K +15,487 +198%
MSFS
287
Main Street Financial Solutions
Pennsylvania
$779K -$7.61K -225 -1%
BC
288
Bayforest Capital
United Kingdom
$765K +$765K +22,622 New
BTI
289
Blue Trust Inc
Georgia
$755K -$285K -8,417 -27%
CGL
290
Clarius Group LLC
Washington
$751K -$60.9K -1,801 -7%
Verition Fund Management
291
Verition Fund Management
Connecticut
$737K +$737K +21,793 New
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$717K +$22.2K +657 +3%
MWM
293
Massachusetts Wealth Management
Massachusetts
$713K – – –
CT
294
Chicago Trust
Illinois
$702K +$412K +12,171 +142%
LOIM
295
Liberty One Investment Management
Illinois
$693K -$30.4K -898 -4%
PAG
296
Private Advisor Group
New Jersey
$682K -$139K -4,124 -17%
CI
297
Corient IA
Florida
$676K – – –
TWC
298
TD Waterhouse Canada
Ontario, Canada
$675K +$228K +6,755 +51%
Citadel Advisors
299
Citadel Advisors
Florida
$674K -$13.3M -393,379 -95%
LAM
300
Lingohr Asset Management
Germany
$672K +$672K +19,880 New
10 11
12
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