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UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
BF
501
Brucke Financial
Indiana
$218K
WFI
502
West Family Investments
California
$217K
PFS
503
Prospera Financial Services
Texas
$217K
FCA
504
FLC Capital Advisors
California
$214K
CAM
505
Cozad Asset Management
Illinois
$211K
ASN
506
Advisory Services Network
Georgia
$210K
SSC
507
Syverson Strege & Co
Iowa
$209K
MA
508
MONECO Advisors
Connecticut
$208K
PE
509
PCM Encore
Colorado
$206K
GEA
510
Glen Eagle Advisors
New Jersey
$206K
TCBWMS
511
Texas Capital Bank Wealth Management Services
Texas
$206K
PNC
512
Park National Corp
Ohio
$206K
AAP
513
Arax Advisory Partners
Colorado
$206K
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$204K
MM
515
MQS Management
New York
$201K
CVM
516
Cheviot Value Management
California
$200K
FP
517
Financial Perspectives
Minnesota
$191K
HNB
518
Hilltop National Bank
Wyoming
$189K
IBOK
519
Independence Bank of Kentucky
Kentucky
$182K
RIL
520
Rothschild Investment LLC
Illinois
$147K
UB
521
UMB Bank
Missouri
$137K
A
522
Allianz
Germany
$130K
CFD
523
Creative Financial Designs
Indiana
$124K
GSWM
524
Golden State Wealth Management
California
$123K
IA
525
IFP Advisors
Florida
$119K