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UBS Group
UBS

Overview Fund Activity

587 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, 219 reducing their positions, and 49 closing their positions.

Holders
587
Holders Change
+11
Holders Change %
+1.91%
% of All Funds
7.88%
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
212
Reduced
219
Closed
49
Calls
$1B
Puts
$1.06B
Net Calls
-$57M
Net Calls Change
+$423M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.88B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.98B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$605M
4
CCI
4
Cevian Capital II
Jersey
$1.63B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$2.01B

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 Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$261M 7,750,678 -51,351 -0.7%
Morgan Stanley
27
Morgan Stanley
New York
$260M 7,702,163 -433,762 -5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$255M 7,553,670 -21,932 -0.3%
AIM
29
ARGA Investment Management
Connecticut
$247M 7,289,109 +68,446 +0.9%
DZ Bank
30
DZ Bank
Germany
$236M 7,001,057 -15,258,285 -69%
BCV
31
Banque Cantonale Vaudoise
Switzerland
$226M 6,699,155 -112,879 -2%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$217M 6,403,636 +928,160 +17%
Citigroup
33
Citigroup
New York
$204M 6,047,392 +221,563 +4%
Fidelity International
34
Fidelity International
Bermuda
$193M 5,709,666 -3,179,535 -36%
CLOS
35
Compagnie Lombard Odier SCmA
Switzerland
$181M 5,379,193 +689,228 +15%
WCM Investment Management
36
WCM Investment Management
California
$175M 5,221,697 -82,824 -2%
Bank Julius Baer & Co
37
Bank Julius Baer & Co
Switzerland
$151M 5,443,355 +904,232 +20%
MGP
38
M&G plc
United Kingdom
$150M 4,413,062 +640,249 +17%
Royal London Asset Management
39
Royal London Asset Management
United Kingdom
$149M 4,395,785 -2,472,218 -36%
Northern Trust
40
Northern Trust
Illinois
$146M 4,304,018 +12,355 +0.3%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$144M 4,269,505 -96,917 -2%
Allianz Asset Management
42
Allianz Asset Management
Germany
$141M 4,174,157 +41,780 +1%
BlackRock
43
BlackRock
New York
$135M 3,986,549 -111,131 -3%
Aviva
44
Aviva
United Kingdom
$128M 3,772,790 -7,821 -0.2%
Axa
45
Axa
France
$122M 3,614,786 -1,451,149 -29%
Ameriprise
46
Ameriprise
Minnesota
$112M 3,262,619 +234,907 +8%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$102M 3,011,100 -1,339,177 -31%
LGF
48
LGT Group Foundation
Liechtenstein
$99.6M 2,941,343 -339,663 -10%
Canada Life
49
Canada Life
Manitoba, Canada
$98.1M 2,904,401 +689,740 +31%
PIM
50
Platinum Investment Management
Australia
$93.7M 2,778,489 -1,558,307 -36%
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