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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
476
Bruce G. Allen Investments
Colorado
$89.9K
CIBC Private Wealth Group
477
CIBC Private Wealth Group
Georgia
$88.1K
AUB
478
Atlantic Union Bankshares
Virginia
$86.7K
HI
479
Harbour Investments
Wisconsin
$71.2K
AC
480
AlphaCore Capital
California
$70.2K
AWM
481
Activest Wealth Management
Florida
$67.5K
AAS
482
Ameritas Advisory Services
Nebraska
$65.1K
Barclays
483
Barclays
United Kingdom
$62K
BCM
484
Berbice Capital Management
New York
$50.7K
PPC
485
Park Place Capital
Alabama
$50.7K
GWM
486
Geneos Wealth Management
Colorado
$47.9K
PFBT
487
Parkside Financial Bank & Trust
Missouri
$44.7K
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.5K
TPWA
489
Twin Peaks Wealth Advisors
California
$38.7K
WIM
490
Westside Investment Management
California
$38.4K
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$38.3K
FC
492
Fairscale Capital
New Hampshire
$36.2K
FHA
493
First Horizon Advisors
Tennessee
$36.1K
Nisa Investment Advisors
494
Nisa Investment Advisors
Missouri
$33.8K
CB
495
Community Bank
New York
$33.8K
ME
496
McIlrath & Eck
Washington
$33.5K
TPCW
497
TD Private Client Wealth
New York
$33.1K
GI
498
GAMMA Investing
California
$28.7K
MPW
499
MASECO Private Wealth
$28.3K
KFI
500
Key Financial Inc
Pennsylvania
$26.1K