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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
Osaic Holdings
276
Osaic Holdings
Arizona
$1.39M
CCWA
277
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.38M
AI
278
Atria Investments
North Carolina
$1.36M
CG
279
Caprock Group
Idaho
$1.34M
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$1.34M
MIM
281
Morningstar Investment Management
Illinois
$1.33M
SCA
282
Snowden Capital Advisors
New York
$1.33M
GF
283
Gabelli Funds
New York
$1.32M
STA
284
Summit Trail Advisors
New York
$1.29M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
285
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.25M
BCM
286
Barometer Capital Management
Ontario, Canada
$1.25M
LCGC
287
Legacy Capital Group California
California
$1.24M
CFB
288
Cullen/Frost Bankers
Texas
$1.23M
GT
289
Greenleaf Trust
Michigan
$1.21M
B
290
Bailard
California
$1.18M
BIG
291
Brooklyn Investment Group
New York
$1.14M
EPIM
292
Evelyn Partners Investment Management
$1.13M
CCM
293
Coldstream Capital Management
Washington
$1.11M
GIC
294
Generali Investments CEE
Czech Republic
$1.11M
FFA
295
Farther Finance Advisors
California
$1.09M
USGIU
296
U.S. Global Investors (USGI)
Texas
$1.09M
FFL
297
Future Fund LLC
Illinois
$1.07M
ECM
298
Evergreen Capital Management
Washington
$1.07M
KeyBank National Association
299
KeyBank National Association
Ohio
$1.06M
PAG
300
Private Advisor Group
New Jersey
$1.02M