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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
351
KeyBank National Association
Ohio
$670K
NW
352
NewEdge Wealth
Pennsylvania
$665K
SRC
353
Sage Rhino Capital
California
$658K
CAM
354
Cresset Asset Management
Illinois
$653K
SA
355
swisspartners Advisors
Switzerland
$652K
SWA
356
Sax Wealth Advisors
New Jersey
$648K
BRWA
357
B. Riley Wealth Advisors
Florida
$633K
SC
358
Savant Capital
Illinois
$629K
LFA
359
Legacy Financial Advisors
Kentucky
$629K
HF
360
HRT Financial
New York
$628K
MFG
361
Merit Financial Group
Georgia
$628K
EWA
362
EverSource Wealth Advisors
Alabama
$625K
DC
363
Davenport & Co
Virginia
$622K
NS
364
NBC Securities
Alabama
$612K
CWM
365
Cordatus Wealth Management
Pennsylvania
$590K
QOP
366
Quinn Opportunity Partners
Virginia
$584K
NO
367
Ninety One
South Africa
$584K
DWM
368
Drive Wealth Management
Utah
$583K
PWPS
369
Pinnacle Wealth Planning Services
Ohio
$579K
EWA
370
EP Wealth Advisors
California
$579K
LG
371
Leuthold Group
Minnesota
$572K
SWM
372
Spire Wealth Management
Virginia
$569K
EPIMS
373
Evelyn Partners Investment Management Services
$565K
SI
374
Stephens Inc
Arkansas
$562K
VWM
375
Venturi Wealth Management
Texas
$559K