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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Pinnacle Associates
New York
$898K
IC
277
IEQ Capital
California
$888K
CCM
278
Coldstream Capital Management
Washington
$885K
NWAG
279
Net Worth Advisory Group
Utah
$878K
JWA
280
JFS Wealth Advisors
Pennsylvania
$869K
COI
281
Connable Office Inc
Michigan
$859K
GWM
282
Greenwich Wealth Management
Connecticut
$840K
FFL
283
Future Fund LLC
Illinois
$838K
CCA
284
Checchi Capital Advisers
California
$831K
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$803K
PSP
286
Principal Street Partners
Tennessee
$788K
MSFS
287
Main Street Financial Solutions
Pennsylvania
$779K
BC
288
Bayforest Capital
United Kingdom
$765K
BTI
289
Blue Trust Inc
Georgia
$755K
CGL
290
Clarius Group LLC
Washington
$751K
Verition Fund Management
291
Verition Fund Management
Connecticut
$737K
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$717K
MWM
293
Massachusetts Wealth Management
Massachusetts
$713K
CT
294
Chicago Trust
Illinois
$702K
LOIM
295
Liberty One Investment Management
Illinois
$693K
PAG
296
Private Advisor Group
New Jersey
$682K
CI
297
Corient IA
Florida
$676K
TWC
298
TD Waterhouse Canada
Ontario, Canada
$675K
Citadel Advisors
299
Citadel Advisors
Florida
$674K
LAM
300
Lingohr Asset Management
Germany
$672K