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UBS Group
UBS

Overview Fund Activity

577 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
7.84%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
70
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
PIM
Platinum Investment Management
Australia
+$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$208M
2
Goldman Sachs
Goldman Sachs
New York
-$205M
3
UBS Group
UBS Group
Switzerland
-$193M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$191M
5
DZ Bank
DZ Bank
Germany
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
BT
451
Banque Transatlantique
France
$147K +$147K +4,847 New
Mirae Asset Global ETFs Holdings
452
Mirae Asset Global ETFs Holdings
Hong Kong
$137K +$21.5K +708 +19%
PS
453
Principal Securities
Iowa
$130K +$2.64K +87 +2%
TFIPS
454
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K +$19.8K +650 +19%
GSWM
455
Golden State Wealth Management
California
$125K – – –
UB
456
UMB Bank
Missouri
$124K +$10.3K +335 +9%
SPIA
457
Steward Partners Investment Advisory
New York
$122K +$30.7K +1,003 +34%
GWM
458
Geneos Wealth Management
Colorado
$120K +$45.9K +573 +62%
RIL
459
Rothschild Investment LLC
Illinois
$116K -$337 -11 -0.3%
WF
460
Wayfinding Financial
Washington
$100K +$100K +3,292 New
CFD
461
Creative Financial Designs
Indiana
$87.7K -$7.84K -256 -8%
BGAI
462
Bruce G. Allen Investments
Colorado
$84.3K -$34.4K -1,124 -29%
PPC
463
Park Place Capital
Alabama
$82.7K +$79.7K +2,601 +2,627%
CCM
464
Cloud Capital Management
Washington
$82K +$82K +2,690 New
FFA
465
Farther Finance Advisors
California
$80.5K +$12.8K +423 +19%
MHR
466
Matthew Hamilton Rosenberg
$80.4K – – –
SSB
467
Sandy Spring Bank
Maryland
$78.5K – – –
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$69.7K +$13.8K +527 +25%
OWA
469
Opal Wealth Advisors
New York
$64.6K +$64.6K +2,110 New
HI
470
Harbour Investments
Wisconsin
$64.5K – – –
AWM
471
Activest Wealth Management
Florida
$60.7K – – –
FCG
472
Financial Connections Group
California
$59K +$55.3K +332 +1,509%
TPCW
473
TD Private Client Wealth
New York
$58.2K -$333K -10,867 -85%
CA
474
Continuum Advisory
Idaho
$55.9K -$5.61K -183 -9%
PFBT
475
Parkside Financial Bank & Trust
Missouri
$53.3K +$11.9K +390 +29%
17 18
19
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