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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
SIM
401
Studio Investment Management
Illinois
$449K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$439K
MWM
403
Mission Wealth Management
California
$435K
KOCAA
404
Knights of Columbus Asset Advisors
Connecticut
$434K
NO
405
Ninety One
South Africa
$431K
SPIA
406
Steward Partners Investment Advisory
New York
$426K
SI
407
Stephens Inc
Arkansas
$424K
DADC
408
D.A. Davidson & Co
Montana
$423K
DOA
409
D'Orazio & Associates
Virginia
$421K
NS
410
NBC Securities
Alabama
$420K
AWA
411
Arkadios Wealth Advisors
Georgia
$417K
MEAC
412
M.E. Allison & Co
Texas
$413K
BCIM
413
British Columbia Investment Management
British Columbia, Canada
$408K
IP
414
Indivisible Partners
Florida
$407K
OL
415
Optas LLC
Texas
$398K
BRWA
416
B. Riley Wealth Advisors
Florida
$396K
PFPG
417
Pinnacle Financial Partners (Georgia)
Georgia
$396K
RC
418
Roundview Capital
New Jersey
$393K
CCI
419
Credit Capital Investments
New Jersey
$391K
WPC
420
Wedmont Private Capital
Pennsylvania
$390K
DWM
421
Diversify Wealth Management
Utah
$388K
GCM
422
Gallacher Capital Management
Colorado
$382K
TIA
423
Traphagen Investment Advisors
New Jersey
$381K
Lido Advisors
424
Lido Advisors
California
$380K
AWM
425
Avior Wealth Management
Nebraska
$379K