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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$355M +$337M +8,689,535 New
Citigroup
27
Citigroup
New York
$352M +$99.9M +2,571,421 +43%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$338M +$20.7M +532,230 +7%
CDDEC
29
Caisse Des Depots Et Consignations
France
$323M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$318M -$18.5M -475,473 -6%
Morgan Stanley
31
Morgan Stanley
New York
$316M +$451K +11,612 +0.2%
BCV
32
Banque Cantonale Vaudoise
Switzerland
$276M +$2.4M +61,837 +0.9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$275M -$33.1M -851,900 -11%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$234M -$26.3M -677,474 -11%
WCM Investment Management
35
WCM Investment Management
California
$216M -$156K -4,016 -0.1%
CLOS
36
Compagnie Lombard Odier SCmA
Switzerland
$213M -$6.04M -155,526 -3%
DZ Bank
37
DZ Bank
Germany
$208M -$73.7M -1,898,117 -27%
Bank Julius Baer & Co
38
Bank Julius Baer & Co
Switzerland
$185M -$35.6M -915,904 -17%
Northern Trust
39
Northern Trust
Illinois
$182M +$5.65M +145,442 +3%
Allianz Asset Management
40
Allianz Asset Management
Germany
$181M +$10.3M +265,475 +6%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$176M
BlackRock
42
BlackRock
New York
$172M +$8.37M +215,552 +5%
MGP
43
M&G plc
United Kingdom
$170M -$11.7M -301,567 -7%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$150M +$25.3M +651,133 +22%
Royal London Asset Management
45
Royal London Asset Management
United Kingdom
$147M -$31.5M -810,672 -18%
Aviva
46
Aviva
United Kingdom
$140M -$13.4M -344,539 -9%
LGF
47
LGT Group Foundation
Liechtenstein
$131M +$11.8M +303,120 +10%
Canada Life
48
Canada Life
Manitoba, Canada
$121M +$2.87M +73,986 +3%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$115M +$46.5M +1,197,262 +74%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$112M +$3.79M +97,509 +4%