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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
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 %
NFSG
501
Newbridge Financial Services Group
Florida
$15.3K – – –
CPG
502
Cornerstone Planning Group
New Jersey
$14.4K +$8.93K +307 +164%
TC
503
Truvestments Capital
Florida
$14.3K +$14.3K +466 New
LC
504
Lavaca Capital
Texas
$14.1K – – –
GKIM
505
GW&K Investment Management
Massachusetts
$14K – – –
MSG
506
Main Street Group
Virginia
$13.5K – – –
CIAM
507
Caitong International Asset Management
Hong Kong
$13.1K -$3.06K -100 -19%
USB
508
Union Savings Bank
Connecticut
$12.6K – – –
CIA
509
Cape Investment Advisory
Georgia
$12.4K -$3.61K -118 -23%
GFPC
510
Global Financial Private Client
Florida
$12.2K – – –
NC
511
NewSquare Capital
Pennsylvania
$12K +$9.59K +313 +391%
GWSG
512
GPS Wealth Strategies Group
Colorado
$11.6K +$11.6K +378 New
MA
513
Montag & Associates
Georgia
$11.2K -$1.47K -48 -12%
PB
514
Pinnacle Bancorp
Nebraska
$11K -$577 -19 -5%
MCM
515
MAI Capital Management
Ohio
$10.1K +$6.43K +210 +174%
HDIM
516
Hanson & Doremus Investment Management
Vermont
$10K – – –
SCM
517
Sterling Capital Management
North Carolina
$9.65K – – –
GJIA
518
Glass Jacobson Investment Advisors
Maryland
$9.55K – – –
W
519
WealthCollab
Washington
$9.44K – – –
T
520
Transce3nd
Texas
$9.34K – – –
RFG
521
REAP Financial Group
Texas
$9.19K +$9.16K +299 +29,900%
BIG
522
Brooklyn Investment Group
New York
$9.1K +$9.04K +296 +14,800%
SIC
523
Salem Investment Counselors
North Carolina
$8.27K – – –
PCM
524
Penserra Capital Management
California
$8K – – –
EB
525
Eastern Bank
Massachusetts
$7.9K +$5.54K +181 +235%
19 20
21
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