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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
VWM
376
Vigil Wealth Management
Florida
$496K
QOP
377
Quinn Opportunity Partners
Virginia
$493K
CC
378
Centiva Capital
New York
$492K
SM
379
Sciencast Management
New Jersey
$490K
SAM
380
Smartleaf Asset Management
Massachusetts
$487K
NP
381
Nilsine Partners
Colorado
$487K
SWM
382
Spire Wealth Management
Virginia
$479K
AWM
383
Aprio Wealth Management
Georgia
$475K
EPIMS
384
Evelyn Partners Investment Management Services
$473K
FA
385
FDx Advisors
Illinois
$470K
LG
386
Leuthold Group
Minnesota
$468K
FNBOH
387
First National Bank of Hutchinson
Kansas
$465K
CI
388
Corient IA
Florida
$465K
MPG
389
My Portfolio Guide
California
$464K
O
390
Ossiam
France
$461K
CIS
391
Custom Index Systems
New York
$458K
SWM
392
Seed Wealth Management
Illinois
$457K
RFP
393
Root Financial Partners
California
$453K
DWM
394
Drive Wealth Management
Utah
$451K
SIM
395
Studio Investment Management
Illinois
$449K
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$439K
MWM
397
Mission Wealth Management
California
$435K
KOCAA
398
Knights of Columbus Asset Advisors
Connecticut
$434K
NO
399
Ninety One
South Africa
$431K
SPIA
400
Steward Partners Investment Advisory
New York
$426K