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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
PIM
Platinum Investment Management
Australia
+$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$208M
2
Goldman Sachs
Goldman Sachs
New York
-$205M
3
UBS Group
UBS Group
Switzerland
-$193M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$191M
5
DZ Bank
DZ Bank
Germany
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
276
Clarius Group LLC
Washington
$735K +$187K +6,119 +34%
MSFS
277
Main Street Financial Solutions
Pennsylvania
$713K -$16.8K -550 -2%
CFO
278
Callan Family Office
Pennsylvania
$697K -$95.9K -3,130 -12%
FFL
279
Future Fund LLC
Illinois
$688K +$688K +22,474 New
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$686K -$950K -31,026 -58%
RCAG
281
Rehmann Capital Advisory Group
Michigan
$682K -$129K -4,199 -16%
Walleye Trading
282
Walleye Trading
New York
$677K -$316K -10,320 -32%
UCFA
283
United Capital Financial Advisors
Texas
$657K +$17.6K +576 +3%
PA
284
Pinnacle Associates
New York
$656K +$359K +11,710 +120%
LOIM
285
Liberty One Investment Management
Illinois
$655K -$22.8K -743 -3%
MWM
286
Massachusetts Wealth Management
Massachusetts
$646K – – –
DWT
287
Dorsey & Whitney Trust
South Dakota
$640K +$11K +358 +2%
BAM
288
Belpointe Asset Management
Nevada
$639K +$639K +20,850 New
FCA
289
Fortis Capital Advisors
Kansas
$639K +$639K +20,850 New
AssetMark Inc
290
AssetMark Inc
California
$634K -$957K -31,255 -60%
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$629K -$23.5K -768 -4%
CI
292
Corient IA
Florida
$613K +$613K +20,000 New
CAM
293
CenterStar Asset Management
Illinois
$608K +$608K +19,805 New
CAM
294
Cresset Asset Management
Illinois
$606K -$156K -5,079 -20%
SIA
295
SkyView Investment Advisors
New Jersey
$605K +$34.3K +1,119 +6%
BF
296
Brucke Financial
Indiana
$595K -$20.5K -678 -3%
IC
297
Iconiq Capital
California
$594K +$202K +6,581 +51%
IC
298
IEQ Capital
California
$584K +$16.4K +536 +3%
PP
299
PDS Planning
Ohio
$569K +$30.9K +1,008 +6%
OIA
300
OneDigital Investment Advisors
Kansas
$559K -$1.53K -50 -0.3%
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