We are live on ! Find out more
UBS icon

UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$944M
Puts
$1.21B
Net Calls
Net Calls Change

Top Buyers

1 +$2.43B
2 +$234M
3 +$171M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
5
Amundi
Amundi
France
+$144M

Top Sellers

1 -$1.44B
2 -$595M
3 -$565M
4
JP Morgan Chase
JP Morgan Chase
New York
-$555M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$426M
Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
476
First City Capital Management
Georgia
$253K
CFA
477
Collaborative Fund Advisors
Nevada
$252K
SS
478
SBI Securities
Japan
$250K
SB
479
Simmons Bank
Arkansas
$250K
AWM
480
Athena Wealth Management
Nevada
$245K
HH
481
Hilltop Holdings
Texas
$245K
AWM
482
Angeles Wealth Management
California
$244K
SIA
483
Soltis Investment Advisors
Utah
$243K
GGA
484
Granite Group Advisors
Connecticut
$242K
S
485
Sunpointe
Missouri
$240K
PCIA
486
Prime Capital Investment Advisors
Kansas
$236K
GWS
487
Greykasell Wealth Strategies
California
$236K
GAM
488
Gotham Asset Management
New York
$235K
IIC
489
Integrated Investment Consultants
Michigan
$234K
1C
490
111 Capital
France
$231K
OFS
491
OneAscent Financial Services
Alabama
$228K
SCM
492
SCS Capital Management
Massachusetts
$228K
IF
493
Integrity Financial
Wyoming
$221K
APM
494
a16z Perennial Management
California
$221K
AA
495
Aire Advisors
California
$221K
PBT
496
Pictet Bank & Trust
Bahamas
$220K
JTWM
497
Jackson Thornton Wealth Management
Alabama
$219K
TFIPS
498
Towarzystwo Funduszy Inwestycyjnych PZU SA
$219K
ATPW
499
Ashton Thomas Private Wealth
Arizona
$219K
HI
500
Harbour Investments
Wisconsin
$218K