UBS icon

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
7.92%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
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 %
GCM
326
Gallacher Capital Management
Colorado
$532K -$28.8K -851 -5%
CA
327
Clearstead Advisors
Ohio
$527K -$1.35K -40 -0.3%
WA
328
Waverly Advisors
Alabama
$526K -$44.2K -1,306 -8%
BBHC
329
Brown Brothers Harriman & Co
New York
$522K +$6.73K +199 +1%
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$521K -$73.1K -2,162 -12%
AG
331
Ascent Group
Virginia
$516K +$609 +18 +0.1%
SRC
332
Sage Rhino Capital
California
$510K -$11.1K -328 -2%
KFC
333
Klingenstein Fields & Co
New York
$505K – – –
PA
334
Parallel Advisors
California
$495K -$115K -3,403 -19%
BCM
335
Barometer Capital Management
Ontario, Canada
$490K +$33.8K +1,000 +7%
SCP
336
Sivia Capital Partners
California
$484K +$21.6K +639 +5%
MFG
337
Merit Financial Group
Georgia
$481K +$231K +6,822 +92%
VFA
338
Valeo Financial Advisors
Indiana
$477K -$28.5K -844 -6%
SA
339
swisspartners Advisors
Switzerland
$473K -$1.77M -52,277 -79%
SWA
340
Sax Wealth Advisors
New Jersey
$466K -$29.2K -862 -6%
FFA
341
Farther Finance Advisors
California
$464K +$374K +11,069 +417%
IC
342
Iconiq Capital
California
$456K -$200K -5,911 -30%
SWM
343
Spire Wealth Management
Virginia
$454K +$778 +23 +0.2%
FA
344
FDx Advisors
Illinois
$445K -$7.51K -222 -2%
SIM
345
Studio Investment Management
Illinois
$444K -$8.42K -249 -2%
CWM
346
Cordatus Wealth Management
Pennsylvania
$442K -$7.58K -224 -2%
IMC Chicago
347
IMC Chicago
Illinois
$441K +$441K +13,036 New
FNBOH
348
First National Bank of Hutchinson
Kansas
$436K +$16.9K +499 +4%
LFA
349
Legacy Financial Advisors
Kentucky
$431K +$7.88K +233 +2%
SIG
350
Stonegate Investment Group
Alabama
$428K +$10.5K +311 +3%
12 13
14
15 16