We are live on ! Find out more
UBS icon

UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$393M +$5.31M +131,508 +2%
CDDEC
27
Caisse Des Depots Et Consignations
France
$370M
Morgan Stanley
28
Morgan Stanley
New York
$354M -$2.41M -59,676 -0.8%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$320M +$199M +4,919,494 +253%
BCV
30
Banque Cantonale Vaudoise
Switzerland
$314M -$891K -22,062 -0.3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$313M -$41.3M -1,022,948 -13%
Allianz Asset Management
32
Allianz Asset Management
Germany
$296M +$76.7M +1,898,324 +43%
Citigroup
33
Citigroup
New York
$281M -$105M -2,598,767 -30%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$270M -$35.4M -875,733 -13%
Bank Julius Baer & Co
35
Bank Julius Baer & Co
Switzerland
$265M +$47.5M +1,176,743 +26%
CLOS
36
Compagnie Lombard Odier SCmA
Switzerland
$251M +$6.41M +158,770 +3%
WCM Investment Management
37
WCM Investment Management
California
$242M -$266K -6,592 -0.1%
DZ Bank
38
DZ Bank
Germany
$229M -$6.29M -155,784 -3%
Franklin Resources
39
Franklin Resources
California
$226M +$128M +3,179,974 +184%
MGP
40
M&G plc
United Kingdom
$210M +$15.7M +389,283 +9%
Northern Trust
41
Northern Trust
Illinois
$202M -$3.33M -82,442 -2%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$201M +$27.1M +670,001 +18%
BlackRock
43
BlackRock
New York
$187M -$6.92M -171,184 -4%
LGF
44
LGT Group Foundation
Liechtenstein
$171M +$17.3M +427,939 +13%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$167M +$143M +3,548,610 +10,691%
Aviva
46
Aviva
United Kingdom
$165M +$4.65M +115,004 +3%
Royal London Asset Management
47
Royal London Asset Management
United Kingdom
$164M -$2.06M -50,926 -1%
Canada Life
48
Canada Life
Manitoba, Canada
$150M +$9.82M +242,984 +8%
BNP Paribas Asset Management
49
BNP Paribas Asset Management
France
$147M +$161M +3,984,259 New
DekaBank Deutsche Girozentrale
50
DekaBank Deutsche Girozentrale
Germany
$125M