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UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
ECM
301
Evergreen Capital Management
Washington
$1.07M
KeyBank National Association
302
KeyBank National Association
Ohio
$1.06M
PAG
303
Private Advisor Group
New Jersey
$1.02M
GM
304
GeoWealth Management
Illinois
$1.01M
FRM
305
Fox Run Management
Connecticut
$1.01M
HC
306
Henshaw Capital
Massachusetts
$1.01M
TMC
307
Themes Management Co
Connecticut
$1M
UOTTAIMCU
308
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1M
P
309
&Partners
Tennessee
$1,000K
COI
310
Connable Office Inc
Michigan
$982K
CCA
311
Checchi Capital Advisers
California
$960K
PA
312
Pinnacle Associates
New York
$956K
Parallax Volatility Advisers
313
Parallax Volatility Advisers
California
$956K
GWMR
314
GC Wealth Management RIA
Massachusetts
$933K
BTI
315
Blue Trust Inc
Georgia
$932K
JWA
316
JFS Wealth Advisors
Pennsylvania
$922K
QI
317
Qtron Investments
Massachusetts
$883K
CT
318
Chicago Trust
Illinois
$873K
SC
319
Solstein Capital
California
$870K
TRCT
320
Tower Research Capital (TRC)
New York
$869K
ISWM
321
Intesa Sanpaolo Wealth Management
$866K
VCM
322
Versant Capital Management
Arizona
$865K
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$860K
UCFA
324
United Capital Financial Advisors
Texas
$859K
GFP
325
Gryphon Financial Partners
Ohio
$838K