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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 %
OAM
301
Oppenheimer Asset Management
New York
$669K +$86.9K +2,568 +15%
SG Americas Securities
302
SG Americas Securities
New York
$654K +$360K +10,637 +122%
SIA
303
SkyView Investment Advisors
New Jersey
$652K -$8.7K -260 -1%
GI
304
Gradient Investments
Minnesota
$650K +$132K +3,910 +26%
PCS
305
Personal CFO Solutions
New Jersey
$649K -$281K -8,307 -30%
TRCT
306
Tower Research Capital (TRC)
New York
$641K -$201K -5,941 -24%
UCFA
307
United Capital Financial Advisors
Texas
$639K -$87K -2,572 -12%
BF
308
Brucke Financial
Indiana
$638K -$27.5K -812 -4%
DWT
309
Dorsey & Whitney Trust
South Dakota
$635K -$71.7K -2,121 -10%
USCWA
310
U.S. Capital Wealth Advisors
Texas
$631K +$33K +975 +6%
PP
311
PDS Planning
Ohio
$631K +$3.08K +91 +0.5%
BFG
312
Bleakley Financial Group
New Jersey
$626K +$116K +3,430 +23%
NS
313
NBC Securities
Alabama
$625K +$60.9K +1,802 +11%
PFS
314
Prospera Financial Services
Texas
$623K +$10.5K +310 +2%
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$603K -$662K -19,536 -52%
SC
316
Solstein Capital
California
$602K – – –
RCAG
317
Rehmann Capital Advisory Group
Michigan
$599K -$154K -4,551 -20%
SC
318
Syon Capital
California
$595K +$91.9K +2,716 +18%
PEAK6
319
PEAK6
Illinois
$588K -$796K -23,528 -58%
OIA
320
OneDigital Investment Advisors
Kansas
$588K -$29.6K -874 -5%
HF
321
HRT Financial
New York
$583K +$583K +17,254 New
VCM
322
Versant Capital Management
Arizona
$578K +$23.9K +706 +4%
CAM
323
Cresset Asset Management
Illinois
$571K -$97.8K -2,892 -15%
BA
324
Bridgewater Advisors
New York
$548K -$2.66K -70 -0.5%
Envestnet Portfolio Solutions
325
Envestnet Portfolio Solutions
Illinois
$540K -$217K -6,404 -29%
11 12
13
14 15