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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
HWM
351
HB Wealth Management
Georgia
$650K
SC
352
Savant Capital
Illinois
$648K
SWA
353
Sax Wealth Advisors
New Jersey
$648K
BWA
354
Basecamp Wealth Advisors
Washington
$639K
WA
355
Waverly Advisors
Alabama
$636K
PA
356
Parallel Advisors
California
$636K
ATIA
357
American Trust Investment Advisors
New Hampshire
$635K
CFG
358
Citizens Financial Group
Rhode Island
$634K
XC
359
XY Capital
Hong Kong
$631K
NVCHI
360
New Vernon Capital Holdings II
New Jersey
$628K
WPA
361
Winning Points Advisors
Florida
$627K
LOIM
362
Liberty One Investment Management
Illinois
$620K
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$588K
SWP
364
Sagespring Wealth Partners
Tennessee
$588K
EWM
365
Empirical Wealth Management
Washington
$586K
KFC
366
Klingenstein Fields & Co
New York
$583K
FAMI
367
Fideuram Asset Management (Ireland)
$581K
SCP
368
Sivia Capital Partners
California
$581K
BA
369
Bridgewater Advisors
New York
$557K
SRC
370
Sage Rhino Capital
California
$557K
DC
371
Davenport & Co
Virginia
$556K
LFA
372
Legacy Financial Advisors
Kentucky
$556K
MFG
373
Merit Financial Group
Georgia
$544K
SA
374
swisspartners Advisors
Switzerland
$535K
TPI
375
Trust Point Inc
Wisconsin
$533K