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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
PA
351
Parallel Advisors
California
$636K
ATIA
352
American Trust Investment Advisors
New Hampshire
$635K
CFG
353
Citizens Financial Group
Rhode Island
$634K
XC
354
XY Capital
Hong Kong
$631K
NVCHI
355
New Vernon Capital Holdings II
New Jersey
$628K
LOIM
356
Liberty One Investment Management
Illinois
$620K
Janney Montgomery Scott
357
Janney Montgomery Scott
Pennsylvania
$588K
SWP
358
Sagespring Wealth Partners
Tennessee
$588K
EWM
359
Empirical Wealth Management
Washington
$586K
KFC
360
Klingenstein Fields & Co
New York
$583K
FAMI
361
Fideuram Asset Management (Ireland)
$581K
SCP
362
Sivia Capital Partners
California
$581K
BA
363
Bridgewater Advisors
New York
$557K
SRC
364
Sage Rhino Capital
California
$557K
DC
365
Davenport & Co
Virginia
$556K
LFA
366
Legacy Financial Advisors
Kentucky
$556K
MFG
367
Merit Financial Group
Georgia
$544K
SA
368
swisspartners Advisors
Switzerland
$535K
TPI
369
Trust Point Inc
Wisconsin
$533K
BPA
370
Beacon Pointe Advisors
California
$528K
SGI
371
Summit Global Investments
Utah
$526K
OAM
372
Oppenheimer Asset Management
New York
$519K
PWPS
373
Pinnacle Wealth Planning Services
Ohio
$509K
BHPW
374
Beverly Hills Private Wealth
California
$506K
NCM
375
Northside Capital Management
Oregon
$501K