UBS icon

UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
401
Fiduciary Trust
Massachusetts
$359K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$359K
GM
403
GeoWealth Management
Illinois
$357K
AAP
404
Arax Advisory Partners
Colorado
$357K
Empower Advisory Group
405
Empower Advisory Group
Colorado
$353K
SB
406
Simmons Bank
Arkansas
$353K
HAG
407
HighPoint Advisor Group
Illinois
$351K
KWM
408
Kingsview Wealth Management
Oregon
$351K
TPI
409
Trust Point Inc
Wisconsin
$350K
Lido Advisors
410
Lido Advisors
California
$349K
WRPWM
411
Werba Rubin Papier Wealth Management
California
$343K
EPIMS
412
Evelyn Partners Investment Management Services
$331K
SGI
413
Summit Global Investments
Utah
$330K
PSP
414
Principal Street Partners
Tennessee
$324K
GWMR
415
GC Wealth Management RIA
Massachusetts
$312K
JG
416
Jain Global
New York
$307K
PFA
417
Pure Financial Advisors
California
$303K
WCA
418
Westover Capital Advisors
Delaware
$299K
ZF
419
Zhang Financial
Michigan
$298K
PWM
420
Perigon Wealth Management
California
$298K
FLPIM
421
F.L. Putnam Investment Management
Massachusetts
$297K
CH
422
Cromwell Holdings
Wyoming
$297K
DAS
423
Diversify Advisory Services
Utah
$292K
AF
424
Allworth Financial
California
$292K
CAM
425
Columbia Asset Management
Michigan
$284K