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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 %
AGC
451
Aspen Grove Capital
Colorado
$203K +$203K +6,015 New
IIC
452
Integrated Investment Consultants
Michigan
$202K +$202K +5,981 New
BMWM
453
Brown Miller Wealth Management
Virginia
$201K -$40.7K -1,203 -17%
AAP
454
Arax Advisory Partners
Colorado
$182K +$17.7K +522 +11%
GEA
455
Glen Eagle Advisors
New Jersey
$181K -$11.7K -347 -6%
GM
456
GeoWealth Management
Illinois
$181K -$93.6K -2,768 -34%
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$177K -$33.5K -992 -16%
IA
458
IFP Advisors
Florida
$175K -$9.57K -283 -5%
Mirae Asset Global ETFs Holdings
459
Mirae Asset Global ETFs Holdings
Hong Kong
$170K +$17.8K +527 +12%
TFIPS
460
Towarzystwo Funduszy Inwestycyjnych PZU SA
$170K +$32K +950 +23%
GRP
461
Global Retirement Partners
California
$166K +$166K +4,896 New
FP
462
Financial Perspectives
Minnesota
$166K – – –
IBOK
463
Independence Bank of Kentucky
Kentucky
$156K -$16.9K -500 -10%
IIA
464
IPG Investment Advisors
California
$153K +$153K +4,512 New
MCM
465
MAI Capital Management
Ohio
$148K +$137K +4,045 +1,222%
OWA
466
Opal Wealth Advisors
New York
$124K +$52.2K +1,543 +73%
UB
467
UMB Bank
Missouri
$121K -$15.7K -465 -11%
A
468
Allianz
Germany
$119K -$296K -8,770 -71%
HNB
469
Hilltop National Bank
Wyoming
$119K +$119K +3,530 New
RIL
470
Rothschild Investment LLC
Illinois
$115K -$13.5K -398 -10%
WSFS
471
Wilmington Savings Fund Society
Delaware
$112K -$258K -7,629 -70%
GSWM
472
Golden State Wealth Management
California
$108K -$29.5K -873 -21%
SSG
473
Summit Securities Group
New York
$98.7K -$304K -8,982 -75%
CFD
474
Creative Financial Designs
Indiana
$94.7K -$2.16K -64 -2%
BIG
475
Brooklyn Investment Group
New York
$94.2K +$84.2K +2,489 +835%
17 18
19
20 21