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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
Empower Advisory Group
426
Empower Advisory Group
Colorado
$394K
KWM
427
Kingsview Wealth Management
Oregon
$391K
WIA
428
World Investment Advisors
California
$388K
MF
429
Magnetar Financial
Illinois
$386K
WRPWM
430
Werba Rubin Papier Wealth Management
California
$384K
SCTC
431
Sanibel Captiva Trust Company
Florida
$378K
EPW
432
Evolve Private Wealth
California
$377K
AF
433
Allworth Financial
California
$377K
IRC
434
Investors Research Corp
Georgia
$372K
MHIP
435
Mountain Hill Investment Partners
New Jersey
$370K
AAP
436
Arax Advisory Partners
Colorado
$358K
Lido Advisors
437
Lido Advisors
California
$357K
PSP
438
Principal Street Partners
Tennessee
$356K
TW
439
Traveka Wealth
California
$351K
PWM
440
Perigon Wealth Management
California
$350K
FMI
441
Frec Markets Inc
California
$348K
PS
442
Principal Securities
Iowa
$342K
WCA
443
Westover Capital Advisors
Delaware
$338K
ZF
444
Zhang Financial
Michigan
$337K
CH
445
Cromwell Holdings
Wyoming
$335K
PW
446
PUREfi Wealth
Massachusetts
$321K
CAM
447
Columbia Asset Management
Michigan
$321K
EW
448
Evoke Wealth
California
$318K
FLPIM
449
F.L. Putnam Investment Management
Massachusetts
$317K
AWM
450
Avior Wealth Management
Nebraska
$306K