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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
401
Haven Private
Florida
$288K
ZF
402
Zhang Financial
Michigan
$288K
WRPWM
403
Werba Rubin Papier Wealth Management
California
$284K
FT
404
Fiduciary Trust
Massachusetts
$281K
HAG
405
HighPoint Advisor Group
Illinois
$277K
Empower Advisory Group
406
Empower Advisory Group
Colorado
$271K
EWM
407
Empirical Wealth Management
Washington
$269K
CAM
408
Columbia Asset Management
Michigan
$267K
SCM
409
Saba Capital Management
New York
$265K
PWM
410
Perigon Wealth Management
California
$265K
MM
411
MQS Management
New York
$265K
PNC
412
Park National Corp
Ohio
$263K
FLPIM
413
F.L. Putnam Investment Management
Massachusetts
$262K
KWM
414
Kingsview Wealth Management
Oregon
$258K
EWA
415
EP Wealth Advisors
California
$258K
SAM
416
Smartleaf Asset Management
Massachusetts
$257K
KeyBank National Association
417
KeyBank National Association
Ohio
$251K
BPA
418
Beacon Pointe Advisors
California
$251K
WCA
419
Westover Capital Advisors
Delaware
$247K
CH
420
Cromwell Holdings
Wyoming
$245K
OFS
421
OneAscent Financial Services
Alabama
$241K
PS
422
Principal Securities
Iowa
$236K
RWB
423
RMR Wealth Builders
New Jersey
$236K
STA
424
Summit Trail Advisors
New York
$234K
SSC
425
Syverson Strege & Co
Iowa
$233K