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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
4
Deutsche Bank
Germany
$960M
5
PIM
5
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
2
Goldman Sachs
New York
$483M
3
UBS Group
3
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
5
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDDEC
26
Caisse Des Depots Et Consignations
France
$252M -$15.9M -501,700 -6%
Morgan Stanley
27
Morgan Stanley
New York
$249M -$58.5M -1,909,551 -19%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$237M +$66.1M +2,174,366 +39%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$232M -$24M -784,182 -9%
AIM
30
ARGA Investment Management
Connecticut
$219M -$3.57M -117,375 -2%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$210M +$2.82M +92,048 +1%
BCV
32
Banque Cantonale Vaudoise
Switzerland
$207M +$207M +6,812,034 New
Citigroup
33
Citigroup
New York
$177M -$22.4M -739,024 -11%
WCM Investment Management
34
WCM Investment Management
California
$167M +$3.76M +119,188 +2%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$166M -$20.4M -669,743 -11%
Axa
36
Axa
France
$155M -$807K -26,349 -0.5%
CLOS
37
Compagnie Lombard Odier SCmA
Switzerland
$142M +$17.3M +568,308 +14%
Bank Julius Baer & Co
38
Bank Julius Baer & Co
Switzerland
$139M +$4.99M +163,284 +4%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$134M +$2.98M +96,917 +2%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$133M -$27.2M -887,552 -17%
PIM
41
Platinum Investment Management
Australia
$132M +$132M +4,336,796 New
Northern Trust
42
Northern Trust
Illinois
$131M +$5.56M +181,551 +4%
BlackRock
43
BlackRock
New York
$126M +$2.93M +95,690 +2%
Allianz Asset Management
44
Allianz Asset Management
Germany
$125M -$3.19M -105,003 -2%
SP
45
SIH Partners
Delaware
$124M -$92.8M -3,030,520 -43%
MGP
46
M&G plc
United Kingdom
$115M -$10.1M -330,962 -8%
Aviva
47
Aviva
United Kingdom
$115M -$5.29M -174,296 -4%
LGF
48
LGT Group Foundation
Liechtenstein
$99.7M +$7.5M +246,651 +8%
Ameriprise
49
Ameriprise
Minnesota
$92.7M +$256K +8,342 +0.3%
AP
50
Antipodes Partners
Australia
$81.5M +$7.12M +234,528 +10%
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