UBS icon

UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
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
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

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 Holding Trade Value Shares
Change 		Shares
Change %
MHR
476
Matthew Hamilton Rosenberg
$92.9K +$4.19K +124 +5%
BGAI
477
Bruce G. Allen Investments
Colorado
$89.9K -$3.15K -93 -3%
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$88.1K -$2.16K -64 -2%
AUB
479
Atlantic Union Bankshares
Virginia
$86.7K +$86.7K +2,564 New
HI
480
Harbour Investments
Wisconsin
$71.2K – – –
AC
481
AlphaCore Capital
California
$70.2K +$70.2K +2,077 New
AWM
482
Activest Wealth Management
Florida
$67.5K – – –
AAS
483
Ameritas Advisory Services
Nebraska
$65.1K +$65.1K +1,926 New
Barclays
484
Barclays
United Kingdom
$62K +$24.1K +707 +64%
BCM
485
Berbice Capital Management
New York
$50.7K +$6.76K +200 +15%
PPC
486
Park Place Capital
Alabama
$50.7K -$40.5K -1,200 -44%
GWM
487
Geneos Wealth Management
Colorado
$47.9K -$2.74K -81 -5%
PFBT
488
Parkside Financial Bank & Trust
Missouri
$44.7K -$14.2K -420 -24%
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.5K -$16.6K -490 -29%
TPWA
490
Twin Peaks Wealth Advisors
California
$38.7K +$38.7K +978 New
WIM
491
Westside Investment Management
California
$38.4K +$32.4K +958 +535%
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$38.3K -$1.56K -46 -4%
FC
493
Fairscale Capital
New Hampshire
$36.2K +$36.2K +969 New
FHA
494
First Horizon Advisors
Tennessee
$36.1K +$1.29K +38 +4%
Nisa Investment Advisors
495
Nisa Investment Advisors
Missouri
$33.8K – – –
CB
496
Community Bank
New York
$33.8K – – –
ME
497
McIlrath & Eck
Washington
$33.5K – – –
TPCW
498
TD Private Client Wealth
New York
$33.1K -$31.2K -923 -49%
GI
499
GAMMA Investing
California
$28.7K +$473 +14 +2%
MPW
500
MASECO Private Wealth
$28.3K +$28.3K +836 New
18 19
20
21 22