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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
USCWA
326
U.S. Capital Wealth Advisors
Texas
$779K
RCAG
327
Rehmann Capital Advisory Group
Michigan
$778K
EWA
328
EverSource Wealth Advisors
Alabama
$766K
CB
329
Centennial Bank
Arkansas
$763K
VWM
330
Venturi Wealth Management
Texas
$762K
FLPIM
331
F.L. Putnam Investment Management
Massachusetts
$760K
SIA
332
SkyView Investment Advisors
New Jersey
$759K
CAM
333
Cresset Asset Management
Illinois
$753K
PCS
334
Personal CFO Solutions
New Jersey
$751K
PP
335
PDS Planning
Ohio
$740K
Verition Fund Management
336
Verition Fund Management
Connecticut
$716K
CAM
337
CenterStar Asset Management
Illinois
$714K
FAM
338
Fred Alger Management
New York
$707K
NWAG
339
Net Worth Advisory Group
Utah
$682K
CC
340
Climber Capital
Switzerland
$677K
AG
341
Ascent Group
Virginia
$673K
DWT
342
Dorsey & Whitney Trust
South Dakota
$673K
VFM
343
Viking Fund Management
North Dakota
$664K
CIA
344
Concurrent Investment Advisors
Florida
$664K
ICP
345
Impact Capital Partners
Colorado
$664K
OIA
346
OneDigital Investment Advisors
Kansas
$659K
HWM
347
HB Wealth Management
Georgia
$650K
SC
348
Savant Capital
Illinois
$648K
SWA
349
Sax Wealth Advisors
New Jersey
$648K
WA
350
Waverly Advisors
Alabama
$636K