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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
WA
501
Whipplewood Advisors
Colorado
$24.2K
AA
502
Addison Advisors
Vermont
$24K
ST
503
Smithfield Trust
Pennsylvania
$24K
NC
504
NewSquare Capital
Pennsylvania
$23K
CYG
505
Clean Yield Group
Vermont
$20K
CIA
506
Cape Investment Advisory
Georgia
$18.9K
ZBNA
507
Zions Bancorporation, National Association
Utah
$18.6K
SIS
508
Sound Income Strategies
Florida
$18.2K
GCM
509
Gables Capital Management
Florida
$16.9K
NFSG
510
Newbridge Financial Services Group
Florida
$16.9K
CA
511
CoreCap Advisors
Michigan
$16.8K
PTC
512
Private Trust Company
Ohio
$16.5K
GKIM
513
GW&K Investment Management
Massachusetts
$16K
LC
514
Lavaca Capital
Texas
$15.6K
W
515
WealthCollab
Washington
$15.3K
USB
516
Union Savings Bank
Connecticut
$15.3K
MSG
517
Main Street Group
Virginia
$14.9K
PB
518
Pinnacle Bancorp
Nebraska
$14.8K
MA
519
Montag & Associates
Georgia
$13.8K
HNB
520
Huntington National Bank
Ohio
$13.4K
GBT
521
Grove Bank & Trust
Florida
$13.4K
CPG
522
Cornerstone Planning Group
New Jersey
$13.3K
LFG
523
Larson Financial Group
Missouri
$12.7K
FMP
524
Financial Management Professionals
Texas
$12.3K
HDIM
525
Hanson & Doremus Investment Management
Vermont
$11K