We are live on ! Find out more
UBS icon

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
SC
326
Syon Capital
California
$830K
MWM
327
Massachusetts Wealth Management
Massachusetts
$824K
KPWS
328
Kestra Private Wealth Services
Texas
$819K
ACA
329
Atlas Capital Advisors
Wyoming
$809K
USCWA
330
U.S. Capital Wealth Advisors
Texas
$779K
RCAG
331
Rehmann Capital Advisory Group
Michigan
$778K
EWA
332
EverSource Wealth Advisors
Alabama
$766K
CB
333
Centennial Bank
Arkansas
$763K
VWM
334
Venturi Wealth Management
Texas
$762K
FLPIM
335
F.L. Putnam Investment Management
Massachusetts
$760K
SIA
336
SkyView Investment Advisors
New Jersey
$759K
CAM
337
Cresset Asset Management
Illinois
$753K
PCS
338
Personal CFO Solutions
New Jersey
$751K
PP
339
PDS Planning
Ohio
$740K
Verition Fund Management
340
Verition Fund Management
Connecticut
$716K
CAM
341
CenterStar Asset Management
Illinois
$714K
FAM
342
Fred Alger Management
New York
$707K
NWAG
343
Net Worth Advisory Group
Utah
$682K
CC
344
Climber Capital
Switzerland
$677K
AG
345
Ascent Group
Virginia
$673K
DWT
346
Dorsey & Whitney Trust
South Dakota
$673K
VFM
347
Viking Fund Management
North Dakota
$664K
CIA
348
Concurrent Investment Advisors
Florida
$664K
ICP
349
Impact Capital Partners
Colorado
$664K
OIA
350
OneDigital Investment Advisors
Kansas
$659K