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UBS Group

670 hedge funds and large institutions have $44.3B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 220 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
AWM
476
Angeles Wealth Management
California
$244K
SIA
477
Soltis Investment Advisors
Utah
$243K
GGA
478
Granite Group Advisors
Connecticut
$242K
S
479
Sunpointe
Missouri
$240K
PCIA
480
Prime Capital Investment Advisors
Kansas
$236K
GWS
481
Greykasell Wealth Strategies
California
$236K
GAM
482
Gotham Asset Management
New York
$235K
1C
483
111 Capital
France
$231K
OFS
484
OneAscent Financial Services
Alabama
$228K
SCM
485
SCS Capital Management
Massachusetts
$228K
IF
486
Integrity Financial
Wyoming
$221K
APM
487
a16z Perennial Management
California
$221K
AA
488
Aire Advisors
California
$221K
PBT
489
Pictet Bank & Trust
Bahamas
$220K
JTWM
490
Jackson Thornton Wealth Management
Alabama
$219K
TFIPS
491
Towarzystwo Funduszy Inwestycyjnych PZU SA
$219K
ATPW
492
Ashton Thomas Private Wealth
Arizona
$219K
HI
493
Harbour Investments
Wisconsin
$218K
BF
494
Brucke Financial
Indiana
$218K
WFI
495
West Family Investments
California
$217K
PFS
496
Prospera Financial Services
Texas
$217K
FCA
497
FLC Capital Advisors
California
$214K
ASN
498
Advisory Services Network
Georgia
$210K
SSC
499
Syverson Strege & Co
Iowa
$209K
MA
500
MONECO Advisors
Connecticut
$208K