We are live on ! Find out more
UBS icon

UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
WIA
451
World Investment Advisors
California
$318K
CAS
452
CTC Alternative Strategies
Illinois
$315K
IRC
453
Investors Research Corp
Georgia
$314K
KAS
454
Kestra Advisory Services
Texas
$308K
EW
455
Evoke Wealth
California
$305K
Envestnet Portfolio Solutions
456
Envestnet Portfolio Solutions
Illinois
$303K
PSP
457
Principal Street Partners
Tennessee
$301K
EPW
458
Evolve Private Wealth
California
$299K
TW
459
Traveka Wealth
California
$293K
MFS
460
Mattson Financial Services
Michigan
$289K
GA
461
Greenspring Advisors
Maryland
$286K
WCA
462
Westover Capital Advisors
Delaware
$285K
PS
463
Principal Securities
Iowa
$284K
CH
464
Cromwell Holdings
Wyoming
$283K
NRC
465
New Republic Capital
North Carolina
$279K
ZF
466
Zhang Financial
Michigan
$276K
NW
467
NewEdge Wealth
Pennsylvania
$274K
CAM
468
Columbia Asset Management
Michigan
$273K
BFA
469
Brown Financial Advisors
Ohio
$273K
BPAMU
470
BTG Pactual Asset Management US
New York
$268K
Mirae Asset Global ETFs Holdings
471
Mirae Asset Global ETFs Holdings
Hong Kong
$268K
SMA
472
Seven Mile Advisory
New Jersey
$263K
EWA
473
EP Wealth Advisors
California
$254K
CWM
474
Centurion Wealth Management
Virginia
$254K
WANY
475
Wealthspire Advisors (New York)
New York
$253K