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UBS Group

670 hedge funds and large institutions have $44.3B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 220 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
PSP
451
Principal Street Partners
Tennessee
$301K
EPW
452
Evolve Private Wealth
California
$299K
TW
453
Traveka Wealth
California
$293K
MFS
454
Mattson Financial Services
Michigan
$289K
GA
455
Greenspring Advisors
Maryland
$286K
WCA
456
Westover Capital Advisors
Delaware
$285K
PS
457
Principal Securities
Iowa
$284K
CH
458
Cromwell Holdings
Wyoming
$283K
NRC
459
New Republic Capital
North Carolina
$279K
ZF
460
Zhang Financial
Michigan
$276K
NW
461
NewEdge Wealth
Pennsylvania
$274K
CAM
462
Columbia Asset Management
Michigan
$273K
BFA
463
Brown Financial Advisors
Ohio
$273K
BPAMU
464
BTG Pactual Asset Management US
New York
$268K
Mirae Asset Global ETFs Holdings
465
Mirae Asset Global ETFs Holdings
Hong Kong
$268K
SMA
466
Seven Mile Advisory
New Jersey
$263K
EWA
467
EP Wealth Advisors
California
$254K
CWM
468
Centurion Wealth Management
Virginia
$254K
WANY
469
Wealthspire Advisors (New York)
New York
$253K
FCCM
470
First City Capital Management
Georgia
$253K
CFA
471
Collaborative Fund Advisors
Nevada
$252K
SS
472
SBI Securities
Japan
$250K
SB
473
Simmons Bank
Arkansas
$250K
AWM
474
Athena Wealth Management
Nevada
$245K
HH
475
Hilltop Holdings
Texas
$245K