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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
OAM
301
Oppenheimer Asset Management
New York
$669K
SG Americas Securities
302
SG Americas Securities
New York
$654K
SIA
303
SkyView Investment Advisors
New Jersey
$652K
GI
304
Gradient Investments
Minnesota
$650K
PCS
305
Personal CFO Solutions
New Jersey
$649K
TRCT
306
Tower Research Capital (TRC)
New York
$641K
UCFA
307
United Capital Financial Advisors
Texas
$639K
BF
308
Brucke Financial
Indiana
$638K
DWT
309
Dorsey & Whitney Trust
South Dakota
$635K
USCWA
310
U.S. Capital Wealth Advisors
Texas
$631K
PP
311
PDS Planning
Ohio
$631K
BFG
312
Bleakley Financial Group
New Jersey
$626K
NS
313
NBC Securities
Alabama
$625K
PFS
314
Prospera Financial Services
Texas
$623K
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$603K
SC
316
Solstein Capital
California
$602K
RCAG
317
Rehmann Capital Advisory Group
Michigan
$599K
SC
318
Syon Capital
California
$595K
PEAK6
319
PEAK6
Illinois
$588K
OIA
320
OneDigital Investment Advisors
Kansas
$588K
HF
321
HRT Financial
New York
$583K
VCM
322
Versant Capital Management
Arizona
$578K
CAM
323
Cresset Asset Management
Illinois
$571K
BA
324
Bridgewater Advisors
New York
$548K
Envestnet Portfolio Solutions
325
Envestnet Portfolio Solutions
Illinois
$540K