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UBS Group
UBS

Overview Fund Activity

577 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
7.84%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
70
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
PIM
Platinum Investment Management
Australia
+$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$208M
2
Goldman Sachs
Goldman Sachs
New York
-$205M
3
UBS Group
UBS Group
Switzerland
-$193M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$191M
5
DZ Bank
DZ Bank
Germany
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
401
Columbia Asset Management
Michigan
$262K – – –
CWP
402
Cyndeo Wealth Partners
Florida
$261K +$36.2K +1,181 +16%
OC
403
Oppenheimer & Co
New York
$259K -$1.38K -45 -0.5%
WPC
404
Wedmont Private Capital
Pennsylvania
$259K -$5.09K -179 -2%
FT
405
Fiduciary Trust
Massachusetts
$252K -$28.3K -924 -10%
Nomura Holdings
406
Nomura Holdings
Japan
$252K +$252K +8,220 New
SQA
407
Simon Quick Advisors
New Jersey
$251K +$251K +8,210 New
CB
408
Commerce Bank
Missouri
$251K -$19.6K -640 -7%
GM
409
GeoWealth Management
Illinois
$248K -$15.9K -518 -6%
VWM
410
Venturi Wealth Management
Texas
$248K +$5.64K +184 +2%
OFS
411
OneAscent Financial Services
Alabama
$247K +$10.5K +345 +4%
WRPWM
412
Werba Rubin Papier Wealth Management
California
$247K -$40.8K -1,332 -14%
VF
413
Virtu Financial
New York
$245K +$245K +8,011 New
AF
414
Allworth Financial
California
$242K +$77.7K +2,606 +47%
WCA
415
Westover Capital Advisors
Delaware
$240K +$16.3K +533 +7%
PSP
416
Principal Street Partners
Tennessee
$239K – – –
SMA
417
Seven Mile Advisory
New Jersey
$235K -$5.58K -182 -2%
FAIM
418
Financial Advocates Investment Management
Washington
$232K -$582 -19 -0.2%
KWM
419
Kingsview Wealth Management
Oregon
$227K +$7.38K +241 +3%
STA
420
Summit Trail Advisors
New York
$227K +$227K +7,420 New
HAG
421
HighPoint Advisor Group
Illinois
$227K -$5.86K -192 -3%
MFG
422
Merit Financial Group
Georgia
$227K +$227K +7,403 New
Empower Advisory Group
423
Empower Advisory Group
Colorado
$224K +$14K +456 +7%
SS
424
SBI Securities
Japan
$223K +$7.32K +239 +3%
PNC
425
Park National Corp
Ohio
$222K -$13.3K -435 -6%
15 16
17
18 19