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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
VFA
426
Valeo Financial Advisors
Indiana
$356K
AP
427
Anchyra Partners
Georgia
$355K
AF
428
Allworth Financial
California
$355K
FT
429
Fiduciary Trust
Massachusetts
$353K
AWA
430
Aaron Wealth Advisors
Illinois
$349K
KWM
431
Kingsview Wealth Management
Oregon
$349K
CWAG
432
Compton Wealth Advisory Group
Virginia
$349K
FAL
433
Focused Alpha LLC
Colorado
$343K
KWM
434
Keebeck Wealth Management
Illinois
$343K
FOA
435
Five Oceans Advisors
California
$343K
William Blair & Company
436
William Blair & Company
Illinois
$336K
EI
437
Ellevest Inc
New York
$331K
EV
438
EJMK Ventures
Illinois
$330K
WRPWM
439
Werba Rubin Papier Wealth Management
California
$330K
PW
440
PUREfi Wealth
Massachusetts
$327K
Brown Advisory
441
Brown Advisory
Maryland
$324K
S
442
Storgate
Texas
$322K
PWM
443
Perigon Wealth Management
California
$322K
SCTC
444
Sanibel Captiva Trust Company
Florida
$319K
WIA
445
World Investment Advisors
California
$318K
CAS
446
CTC Alternative Strategies
Illinois
$315K
IRC
447
Investors Research Corp
Georgia
$314K
KAS
448
Kestra Advisory Services
Texas
$308K
EW
449
Evoke Wealth
California
$305K
Envestnet Portfolio Solutions
450
Envestnet Portfolio Solutions
Illinois
$303K