UBS icon

UBS Group

602 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
301
British Columbia Investment Management
British Columbia, Canada
$802K
PCS
302
Personal CFO Solutions
New Jersey
$793K
PP
303
PDS Planning
Ohio
$792K
TWC
304
TD Waterhouse Canada
Ontario, Canada
$787K
CFG
305
Citizens Financial Group
Rhode Island
$773K
NVCHI
306
New Vernon Capital Holdings II
New Jersey
$764K
PFS
307
Prospera Financial Services
Texas
$753K
OIA
308
OneDigital Investment Advisors
Kansas
$721K
GCM
309
Gallacher Capital Management
Colorado
$708K
GFP
310
Gryphon Financial Partners
Ohio
$683K
VCM
311
Versant Capital Management
Arizona
$679K
SC
312
Savant Capital
Illinois
$668K
HCA
313
Harbour Capital Advisors
Virginia
$663K
Envestnet Portfolio Solutions
314
Envestnet Portfolio Solutions
Illinois
$657K
FFA
315
Farther Finance Advisors
California
$656K
VFA
316
Valeo Financial Advisors
Indiana
$645K
SSA
317
Schonfeld Strategic Advisors
New York
$644K
WA
318
Waverly Advisors
Alabama
$643K
CA
319
Clearstead Advisors
Ohio
$638K
RCAG
320
Rehmann Capital Advisory Group
Michigan
$638K
BBHC
321
Brown Brothers Harriman & Co
New York
$633K
RFP
322
Root Financial Partners
California
$631K
AG
323
Ascent Group
Virginia
$627K
SRC
324
Sage Rhino Capital
California
$620K
OAM
325
Oppenheimer Asset Management
New York
$613K