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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 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: 212 | 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
589
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
IIC
451
Integrated Investment Consultants
Michigan
$202K
BMWM
452
Brown Miller Wealth Management
Virginia
$201K
AAP
453
Arax Advisory Partners
Colorado
$182K
GEA
454
Glen Eagle Advisors
New Jersey
$181K
GM
455
GeoWealth Management
Illinois
$181K
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$177K
IA
457
IFP Advisors
Florida
$175K
Mirae Asset Global ETFs Holdings
458
Mirae Asset Global ETFs Holdings
Hong Kong
$170K
TFIPS
459
Towarzystwo Funduszy Inwestycyjnych PZU SA
$170K
GRP
460
Global Retirement Partners
California
$166K
FP
461
Financial Perspectives
Minnesota
$166K
IBOK
462
Independence Bank of Kentucky
Kentucky
$156K
IIA
463
IPG Investment Advisors
California
$153K
MCM
464
MAI Capital Management
Ohio
$148K
OWA
465
Opal Wealth Advisors
New York
$124K
UB
466
UMB Bank
Missouri
$121K
A
467
Allianz
Germany
$119K
HNB
468
Hilltop National Bank
Wyoming
$119K
RIL
469
Rothschild Investment LLC
Illinois
$115K
WSFS
470
Wilmington Savings Fund Society
Delaware
$112K
GSWM
471
Golden State Wealth Management
California
$108K
SSG
472
Summit Securities Group
New York
$98.7K
CFD
473
Creative Financial Designs
Indiana
$94.7K
BIG
474
Brooklyn Investment Group
New York
$94.2K
MHR
475
Matthew Hamilton Rosenberg
$92.9K