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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
426
Magnetar Financial
Illinois
$386K
WRPWM
427
Werba Rubin Papier Wealth Management
California
$384K
SCTC
428
Sanibel Captiva Trust Company
Florida
$378K
EPW
429
Evolve Private Wealth
California
$377K
AF
430
Allworth Financial
California
$377K
IRC
431
Investors Research Corp
Georgia
$372K
MHIP
432
Mountain Hill Investment Partners
New Jersey
$370K
AAP
433
Arax Advisory Partners
Colorado
$358K
Lido Advisors
434
Lido Advisors
California
$357K
PSP
435
Principal Street Partners
Tennessee
$356K
TW
436
Traveka Wealth
California
$351K
PWM
437
Perigon Wealth Management
California
$350K
FMI
438
Frec Markets Inc
California
$348K
PS
439
Principal Securities
Iowa
$342K
WCA
440
Westover Capital Advisors
Delaware
$338K
ZF
441
Zhang Financial
Michigan
$337K
CH
442
Cromwell Holdings
Wyoming
$335K
PW
443
PUREfi Wealth
Massachusetts
$321K
CAM
444
Columbia Asset Management
Michigan
$321K
EW
445
Evoke Wealth
California
$318K
FLPIM
446
F.L. Putnam Investment Management
Massachusetts
$317K
AWM
447
Avior Wealth Management
Nebraska
$306K
CWM
448
Centurion Wealth Management
Virginia
$301K
GA
449
Greenspring Advisors
Maryland
$301K
FCCM
450
First City Capital Management
Georgia
$300K