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UBS Group
UBS

Overview Fund Activity

577 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
7.84%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
70
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
PIM
Platinum Investment Management
Australia
+$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$208M
2
Goldman Sachs
Goldman Sachs
New York
-$205M
3
UBS Group
UBS Group
Switzerland
-$193M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$191M
5
DZ Bank
DZ Bank
Germany
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
476
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.4K +$33.9K +1,111 +184%
MG
477
Mather Group
Illinois
$49.9K -$459 -15 -0.9%
RS
478
Rakuten Securities
Japan
$44.9K +$14.1K +461 +46%
WT
479
Washington Trust
Rhode Island
$42.1K -$17.7K -578 -30%
BCM
480
Berbice Capital Management
New York
$39.8K +$12.3K +400 +44%
QL
481
Quarry LP
New York
$37K +$37K +1,218 New
Fifth Third Bancorp
482
Fifth Third Bancorp
Ohio
$36.1K -$14.4K -471 -29%
Barclays
483
Barclays
United Kingdom
$34K +$30.8K +1,007 +959%
FHA
484
First Horizon Advisors
Tennessee
$31.5K +$6.74K +220 +27%
Nisa Investment Advisors
485
Nisa Investment Advisors
Missouri
$30.6K – – –
CB
486
Community Bank
New York
$30.6K – – –
ME
487
McIlrath & Eck
Washington
$30.4K – – –
GBT
488
Grove Bank & Trust
Florida
$28.3K +$28.3K +924 New
HNB
489
Huntington National Bank
Ohio
$28.2K +$14.4K +471 +104%
GI
490
GAMMA Investing
California
$25.6K – – –
CHC
491
City Holding Co
West Virginia
$25.3K +$25.3K +827 New
KFI
492
Key Financial Inc
Pennsylvania
$23.7K – – –
WA
493
Whipplewood Advisors
Colorado
$21.9K -$196K -644 -90%
PTC
494
Private Trust Company
Ohio
$20.6K +$5.77K +190 +39%
AA
495
Addison Advisors
Vermont
$19.5K +$2.14K +70 +12%
FMP
496
Financial Management Professionals
Texas
$19K – – –
CYG
497
Clean Yield Group
Vermont
$18.1K – – –
TSMHT
498
Thurston Springer Miller Herd & Titak
Indiana
$18K +$1.35K +44 +8%
ZBNA
499
Zions Bancorporation, National Association
Utah
$16.8K +$16.8K +550 New
SIS
500
Sound Income Strategies
Florida
$16.5K – – –
18 19
20
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