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UBS Group

613 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
501
Newbridge Financial Services Group
Florida
$64.6K
BCM
502
Berbice Capital Management
New York
$61.5K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$57.5K
GI
504
GAMMA Investing
California
$53.3K
WSFS
505
Wilmington Savings Fund Society
Delaware
$51.9K
MG
506
Mather Group
Illinois
$46K
SL
507
Salomon & Ludwin
Virginia
$46K
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.1K
Nisa Investment Advisors
509
Nisa Investment Advisors
Missouri
$41K
CB
510
Community Bank
New York
$41K
ME
511
McIlrath & Eck
Washington
$40.6K
FC
512
Fairscale Capital
New Hampshire
$39.7K
TPCW
513
TD Private Client Wealth
New York
$38.9K
JWM
514
JPL Wealth Management
Colorado
$37.2K
ST
515
Smithfield Trust
Pennsylvania
$36K
AA
516
Addison Advisors
Vermont
$36K
PTC
517
Private Trust Company
Ohio
$34.8K
MPW
518
MASECO Private Wealth
$34.3K
LFG
519
Larson Financial Group
Missouri
$33.7K
Barclays
520
Barclays
United Kingdom
$32.7K
KFI
521
Key Financial Inc
Pennsylvania
$31.2K
CIA
522
Cape Investment Advisory
Georgia
$29.7K
FWA
523
Flagship Wealth Advisors
Massachusetts
$28.7K
MCM
524
MAI Capital Management
Ohio
$25.4K
TRCT
525
Tower Research Capital (TRC)
New York
$24.5K