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UBS Group
UBS

Overview Fund Activity

590 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
401
Fox Run Management
Connecticut
$290K +$290K +8,573 New
HP
402
Haven Private
Florida
$288K +$288K +8,516 New
ZF
403
Zhang Financial
Michigan
$288K -$13.9K -412 -5%
WRPWM
404
Werba Rubin Papier Wealth Management
California
$284K +$11.7K +347 +4%
FT
405
Fiduciary Trust
Massachusetts
$281K +$2.71K +80 +1%
HAG
406
HighPoint Advisor Group
Illinois
$277K +$25.2K +744 +10%
Empower Advisory Group
407
Empower Advisory Group
Colorado
$271K +$24K +710 +10%
EWM
408
Empirical Wealth Management
Washington
$269K +$269K +7,947 New
CAM
409
Columbia Asset Management
Michigan
$267K -$22.5K -666 -8%
SCM
410
Saba Capital Management
New York
$265K +$265K +7,844 New
PWM
411
Perigon Wealth Management
California
$265K -$158K -4,678 -37%
MM
412
MQS Management
New York
$265K +$265K +7,825 New
PNC
413
Park National Corp
Ohio
$263K +$18.4K +544 +8%
FLPIM
414
F.L. Putnam Investment Management
Massachusetts
$262K +$262K +7,747 New
KWM
415
Kingsview Wealth Management
Oregon
$258K +$7.44K +220 +3%
EWA
416
EP Wealth Advisors
California
$258K +$258K +7,638 New
SAM
417
Smartleaf Asset Management
Massachusetts
$257K -$160K -4,789 -38%
KeyBank National Association
418
KeyBank National Association
Ohio
$251K +$15.7K +464 +7%
BPA
419
Beacon Pointe Advisors
California
$251K +$6.29K +186 +3%
WCA
420
Westover Capital Advisors
Delaware
$247K -$18K -533 -7%
CH
421
Cromwell Holdings
Wyoming
$245K – – –
OFS
422
OneAscent Financial Services
Alabama
$241K -$33.3K -989 -12%
PS
423
Principal Securities
Iowa
$236K +$90.9K +2,688 +63%
RWB
424
RMR Wealth Builders
New Jersey
$236K – – –
STA
425
Summit Trail Advisors
New York
$234K -$17.3K -512 -7%
15 16
17
18 19