UBS icon

UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
VWM
376
Venturi Wealth Management
Texas
$559K
CI
377
Corient IA
Florida
$551K
KAS
378
Kestra Advisory Services
Texas
$544K
CIS
379
Custom Index Systems
New York
$543K
SAM
380
Smartleaf Asset Management
Massachusetts
$542K
SWM
381
Seed Wealth Management
Illinois
$542K
SIM
382
Studio Investment Management
Illinois
$533K
TPI
383
Trust Point Inc
Wisconsin
$529K
MWM
384
Mission Wealth Management
California
$529K
EV
385
EJMK Ventures
Illinois
$528K
AWM
386
Aprio Wealth Management
Georgia
$526K
ATIA
387
American Trust Investment Advisors
New Hampshire
$523K
GM
388
GeoWealth Management
Illinois
$522K
NRC
389
New Republic Capital
North Carolina
$519K
KOCAA
390
Knights of Columbus Asset Advisors
Connecticut
$515K
RC
391
Roundview Capital
New Jersey
$512K
SPIA
392
Steward Partners Investment Advisory
New York
$502K
DOA
393
D'Orazio & Associates
Virginia
$499K
DADC
394
D.A. Davidson & Co
Montana
$496K
SMA
395
Sage Mountain Advisors
Georgia
$495K
IP
396
Indivisible Partners
Florida
$493K
MEAC
397
M.E. Allison & Co
Texas
$489K
BF
398
Brucke Financial
Indiana
$485K
William Blair & Company
399
William Blair & Company
Illinois
$475K
OL
400
Optas LLC
Texas
$473K