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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
PE
501
PCM Encore
Colorado
$206K
GEA
502
Glen Eagle Advisors
New Jersey
$206K
TCBWMS
503
Texas Capital Bank Wealth Management Services
Texas
$206K
PNC
504
Park National Corp
Ohio
$206K
AAP
505
Arax Advisory Partners
Colorado
$206K
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$204K
MM
507
MQS Management
New York
$201K
CVM
508
Cheviot Value Management
California
$200K
FP
509
Financial Perspectives
Minnesota
$191K
HNB
510
Hilltop National Bank
Wyoming
$189K
IBOK
511
Independence Bank of Kentucky
Kentucky
$182K
RIL
512
Rothschild Investment LLC
Illinois
$147K
UB
513
UMB Bank
Missouri
$137K
A
514
Allianz
Germany
$130K
CFD
515
Creative Financial Designs
Indiana
$124K
GSWM
516
Golden State Wealth Management
California
$123K
IA
517
IFP Advisors
Florida
$119K
ACM
518
Anfield Capital Management
California
$119K
MHR
519
Matthew Hamilton Rosenberg
$104K
OCWP
520
Owl Creek Wealth Partners
Colorado
$102K
BGAI
521
Bruce G. Allen Investments
Colorado
$101K
AUB
522
Atlantic Union Bankshares
Virginia
$100K
OWA
523
Opal Wealth Advisors
New York
$97.9K
BC
524
Bayforest Capital
United Kingdom
$97.8K
Fifth Third Bancorp
525
Fifth Third Bancorp
Ohio
$90.4K