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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
526
Hanson & Doremus Investment Management
Vermont
$11K – – –
SCM
527
Sterling Capital Management
North Carolina
$10.7K – – –
T
528
Transce3nd
Texas
$10.3K – – –
TSMHT
529
Thurston Springer Miller Herd & Titak
Indiana
$9.7K -$10.1K -300 -51%
SIC
530
Salem Investment Counselors
North Carolina
$9.13K – – –
PCM
531
Penserra Capital Management
California
$9K – – –
AT
532
Arlington Trust
Alabama
$8.83K +$879 +26 +11%
SWP
533
Strategic Wealth Partners
Ohio
$8.62K +$8.62K +255 New
WAS
534
Winch Advisory Services
Wisconsin
$7.88K +$203 +6 +3%
HWP
535
Highline Wealth Partners
California
$7.61K +$846 +25 +13%
PAM
536
Paradigm Asset Management
New York
$7.58K – – –
FIM
537
FWL Investment Management
Texas
$7.41K – – –
RF
538
Roxbury Financial
New Jersey
$6.94K -$169 -5 -2%
MAS
539
MPWM Advisory Solutions
Georgia
$6.76K – – –
TCM
540
Traub Capital Management
Massachusetts
$6.76K +$6.76K +200 New
BIA
541
Bell Investment Advisors
California
$6.33K – – –
FFA
542
Frazier Financial Advisors
Ohio
$6.19K – – –
AF
543
Advisornet Financial
Minnesota
$6.12K +$4.53K +134 +285%
PWAM
544
Private Wealth Asset Management
Iowa
$6.09K -$507 -15 -8%
Federated Hermes
545
Federated Hermes
Pennsylvania
$6.09K – – –
BI
546
Binnacle Investments
Iowa
$6.09K +$1.45K +43 +31%
Baillie Gifford & Co
547
Baillie Gifford & Co
United Kingdom
$5.82K +$5.82K +172 New
CCM
548
Copeland Capital Management
Pennsylvania
$5.78K – – –
OLVIG
549
Oliver Lagore Vanvalin Investment Group
Michigan
$5.51K +$5.51K +180 New
SC
550
SouthState Corp
Florida
$5.34K +$271 +8 +5%
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