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UBS Group

602 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
AAP
401
Arax Advisory Partners
Colorado
$357K
Empower Advisory Group
402
Empower Advisory Group
Colorado
$353K
SB
403
Simmons Bank
Arkansas
$353K
HAG
404
HighPoint Advisor Group
Illinois
$351K
KWM
405
Kingsview Wealth Management
Oregon
$351K
TPI
406
Trust Point Inc
Wisconsin
$350K
Lido Advisors
407
Lido Advisors
California
$349K
WRPWM
408
Werba Rubin Papier Wealth Management
California
$343K
EPIMS
409
Evelyn Partners Investment Management Services
$331K
SGI
410
Summit Global Investments
Utah
$330K
PSP
411
Principal Street Partners
Tennessee
$324K
GWMR
412
GC Wealth Management RIA
Massachusetts
$312K
JG
413
Jain Global
New York
$307K
PFA
414
Pure Financial Advisors
California
$303K
WCA
415
Westover Capital Advisors
Delaware
$299K
ZF
416
Zhang Financial
Michigan
$298K
PWM
417
Perigon Wealth Management
California
$298K
FLPIM
418
F.L. Putnam Investment Management
Massachusetts
$297K
CH
419
Cromwell Holdings
Wyoming
$297K
DAS
420
Diversify Advisory Services
Utah
$292K
CAM
421
Columbia Asset Management
Michigan
$284K
SMA
422
Seven Mile Advisory
New Jersey
$284K
SS
423
SBI Securities
Japan
$284K
CB
424
Commerce Bank
Missouri
$284K
1C
425
111 Capital
France
$281K