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UBS Group

670 hedge funds and large institutions have $44.3B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 220 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$944M
Puts
$1.21B
Net Calls
Net Calls Change

Top Buyers

1 +$2.43B
2 +$234M
3 +$171M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
5
Amundi
Amundi
France
+$144M

Top Sellers

1 -$1.44B
2 -$595M
3 -$565M
4
JP Morgan Chase
JP Morgan Chase
New York
-$555M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$426M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
401
Stephens Inc
Arkansas
$424K
DADC
402
D.A. Davidson & Co
Montana
$423K
DOA
403
D'Orazio & Associates
Virginia
$421K
NS
404
NBC Securities
Alabama
$420K
AWA
405
Arkadios Wealth Advisors
Georgia
$417K
MEAC
406
M.E. Allison & Co
Texas
$413K
BCIM
407
British Columbia Investment Management
British Columbia, Canada
$408K
IP
408
Indivisible Partners
Florida
$407K
OL
409
Optas LLC
Texas
$398K
BRWA
410
B. Riley Wealth Advisors
Florida
$396K
PFPG
411
Pinnacle Financial Partners (Georgia)
Georgia
$396K
RC
412
Roundview Capital
New Jersey
$393K
CCI
413
Credit Capital Investments
New Jersey
$391K
WPC
414
Wedmont Private Capital
Pennsylvania
$390K
DWM
415
Diversify Wealth Management
Utah
$388K
GCM
416
Gallacher Capital Management
Colorado
$382K
TIA
417
Traphagen Investment Advisors
New Jersey
$381K
Lido Advisors
418
Lido Advisors
California
$380K
AWM
419
Avior Wealth Management
Nebraska
$379K
CB
420
Commerce Bank
Missouri
$378K
JSAM
421
J. Safra Asset Management
New York
$365K
FMI
422
Frec Markets Inc
California
$364K
SG Americas Securities
423
SG Americas Securities
New York
$359K
MG
424
Mather Group
Illinois
$358K
Empower Advisory Group
425
Empower Advisory Group
Colorado
$356K