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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 %
SSC
426
Syverson Strege & Co
Iowa
$233K +$233K +6,891 New
SS
427
SBI Securities
Japan
$232K -$14.5K -428 -6%
AF
428
Allworth Financial
California
$231K -$44.2K -1,307 -16%
WFI
429
West Family Investments
California
$230K -$92.1K -2,724 -29%
TW
430
Traveka Wealth
California
$229K -$61.9K -1,829 -21%
LCM
431
Logan Capital Management
Pennsylvania
$225K – – –
GCM
432
Genus Capital Management
British Columbia, Canada
$224K -$10.5K -310 -4%
AWM
433
Avior Wealth Management
Nebraska
$224K +$507 +15 +0.2%
OC
434
Oppenheimer & Co
New York
$223K -$63.6K -1,881 -22%
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$222K -$10.3K -306 -4%
CB
436
Commerce Bank
Missouri
$222K -$55.4K -1,639 -20%
SW
437
SVB Wealth
Massachusetts
$221K -$178K -5,276 -45%
FFS
438
Fortress Financial Solutions
Arizona
$221K +$221K +6,528 New
CVM
439
Cheviot Value Management
California
$221K – – –
SMA
440
Seven Mile Advisory
New Jersey
$220K -$38.7K -1,143 -15%
FCCM
441
First City Capital Management
Georgia
$220K -$13K -384 -6%
Walleye Capital
442
Walleye Capital
New York
$219K -$4.38M -129,378 -95%
TPI
443
Trust Point Inc
Wisconsin
$218K +$218K +6,437 New
GGA
444
Granite Group Advisors
Connecticut
$218K +$218K +6,437 New
WANY
445
Wealthspire Advisors (New York)
New York
$211K +$211K +6,232 New
JCM
446
Janney Capital Management
Pennsylvania
$209K -$14.6M -432,337 -99%
S
447
Sunpointe
Missouri
$208K +$208K +6,164 New
Brown Advisory
448
Brown Advisory
Maryland
$205K +$205K +6,051 New
GWS
449
Greykasell Wealth Strategies
California
$204K – – –
CAM
450
Cozad Asset Management
Illinois
$204K +$204K +6,020 New
16 17
18
19 20