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UBS Group

593 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
593
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
451
Greykasell Wealth Strategies
California
$204K
CAM
452
Cozad Asset Management
Illinois
$204K
AGC
453
Aspen Grove Capital
Colorado
$203K
IIC
454
Integrated Investment Consultants
Michigan
$202K
BMWM
455
Brown Miller Wealth Management
Virginia
$201K
AAP
456
Arax Advisory Partners
Colorado
$182K
GEA
457
Glen Eagle Advisors
New Jersey
$181K
GM
458
GeoWealth Management
Illinois
$181K
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$177K
IA
460
IFP Advisors
Florida
$175K
Mirae Asset Global ETFs Holdings
461
Mirae Asset Global ETFs Holdings
Hong Kong
$170K
TFIPS
462
Towarzystwo Funduszy Inwestycyjnych PZU SA
$170K
GRP
463
Global Retirement Partners
California
$166K
FP
464
Financial Perspectives
Minnesota
$166K
IBOK
465
Independence Bank of Kentucky
Kentucky
$156K
IIA
466
IPG Investment Advisors
California
$153K
MCM
467
MAI Capital Management
Ohio
$148K
OWA
468
Opal Wealth Advisors
New York
$124K
UB
469
UMB Bank
Missouri
$121K
A
470
Allianz
Germany
$119K
HNB
471
Hilltop National Bank
Wyoming
$119K
RIL
472
Rothschild Investment LLC
Illinois
$115K
WSFS
473
Wilmington Savings Fund Society
Delaware
$112K
GSWM
474
Golden State Wealth Management
California
$108K
SSG
475
Summit Securities Group
New York
$98.7K