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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
GM
301
GeoWealth Management
Illinois
$1.01M
FRM
302
Fox Run Management
Connecticut
$1.01M
TMC
303
Themes Management Co
Connecticut
$1M
UOTTAIMCU
304
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1M
P
305
&Partners
Tennessee
$1,000K
COI
306
Connable Office Inc
Michigan
$982K
CCA
307
Checchi Capital Advisers
California
$960K
PA
308
Pinnacle Associates
New York
$956K
Parallax Volatility Advisers
309
Parallax Volatility Advisers
California
$956K
GWMR
310
GC Wealth Management RIA
Massachusetts
$933K
BTI
311
Blue Trust Inc
Georgia
$932K
JWA
312
JFS Wealth Advisors
Pennsylvania
$922K
QI
313
Qtron Investments
Massachusetts
$883K
CT
314
Chicago Trust
Illinois
$873K
SC
315
Solstein Capital
California
$870K
TRCT
316
Tower Research Capital (TRC)
New York
$869K
ISWM
317
Intesa Sanpaolo Wealth Management
$866K
VCM
318
Versant Capital Management
Arizona
$865K
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$860K
UCFA
320
United Capital Financial Advisors
Texas
$859K
GFP
321
Gryphon Financial Partners
Ohio
$838K
SC
322
Syon Capital
California
$830K
MWM
323
Massachusetts Wealth Management
Massachusetts
$824K
KPWS
324
Kestra Private Wealth Services
Texas
$819K
ACA
325
Atlas Capital Advisors
Wyoming
$809K