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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 %
KFI
501
Key Financial Inc
Pennsylvania
$26.1K – – –
WA
502
Whipplewood Advisors
Colorado
$24.2K +$21.8K +644 +894%
AA
503
Addison Advisors
Vermont
$24K +$2.57K +76 +12%
ST
504
Smithfield Trust
Pennsylvania
$24K +$24K +675 New
NC
505
NewSquare Capital
Pennsylvania
$23K +$9.74K +288 +73%
CYG
506
Clean Yield Group
Vermont
$20K – – –
CIA
507
Cape Investment Advisory
Georgia
$18.9K +$5.17K +153 +38%
ZBNA
508
Zions Bancorporation, National Association
Utah
$18.6K – – –
SIS
509
Sound Income Strategies
Florida
$18.2K – – –
GCM
510
Gables Capital Management
Florida
$16.9K – – –
NFSG
511
Newbridge Financial Services Group
Florida
$16.9K – – –
CA
512
CoreCap Advisors
Michigan
$16.8K +$9.13K +270 +119%
PTC
513
Private Trust Company
Ohio
$16.5K -$6.43K -190 -28%
GKIM
514
GW&K Investment Management
Massachusetts
$16K – – –
LC
515
Lavaca Capital
Texas
$15.6K – – –
W
516
WealthCollab
Washington
$15.3K +$4.9K +145 +47%
USB
517
Union Savings Bank
Connecticut
$15.3K – – –
MSG
518
Main Street Group
Virginia
$14.9K – – –
PB
519
Pinnacle Bancorp
Nebraska
$14.8K +$2.5K +74 +20%
MA
520
Montag & Associates
Georgia
$13.8K +$1.42K +42 +11%
HNB
521
Huntington National Bank
Ohio
$13.4K -$17.8K -525 -57%
GBT
522
Grove Bank & Trust
Florida
$13.4K -$17.9K -529 -57%
CPG
523
Cornerstone Planning Group
New Jersey
$13.3K -$5.29K -141 -29%
LFG
524
Larson Financial Group
Missouri
$12.7K +$6.32K +187 +99%
FMP
525
Financial Management Professionals
Texas
$12.3K -$8.59K -254 -41%
19 20
21
22 23