We are live on ! Find out more
UBS icon

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
BPA
376
Beacon Pointe Advisors
California
$528K
SGI
377
Summit Global Investments
Utah
$526K
OAM
378
Oppenheimer Asset Management
New York
$519K
PWPS
379
Pinnacle Wealth Planning Services
Ohio
$509K
BHPW
380
Beverly Hills Private Wealth
California
$506K
NCM
381
Northside Capital Management
Oregon
$501K
VWM
382
Vigil Wealth Management
Florida
$496K
QOP
383
Quinn Opportunity Partners
Virginia
$493K
CC
384
Centiva Capital
New York
$492K
SM
385
Sciencast Management
New Jersey
$490K
SAM
386
Smartleaf Asset Management
Massachusetts
$487K
NP
387
Nilsine Partners
Colorado
$487K
SWM
388
Spire Wealth Management
Virginia
$479K
AWM
389
Aprio Wealth Management
Georgia
$475K
EPIMS
390
Evelyn Partners Investment Management Services
$473K
FA
391
FDx Advisors
Illinois
$470K
LG
392
Leuthold Group
Minnesota
$468K
FNBOH
393
First National Bank of Hutchinson
Kansas
$465K
CI
394
Corient IA
Florida
$465K
MPG
395
My Portfolio Guide
California
$464K
O
396
Ossiam
France
$461K
CIS
397
Custom Index Systems
New York
$458K
SWM
398
Seed Wealth Management
Illinois
$457K
RFP
399
Root Financial Partners
California
$453K
DWM
400
Drive Wealth Management
Utah
$451K