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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
ACM
526
Anfield Capital Management
California
$119K
MHR
527
Matthew Hamilton Rosenberg
$104K
OCWP
528
Owl Creek Wealth Partners
Colorado
$102K
BGAI
529
Bruce G. Allen Investments
Colorado
$101K
AUB
530
Atlantic Union Bankshares
Virginia
$100K
OWA
531
Opal Wealth Advisors
New York
$97.9K
BC
532
Bayforest Capital
United Kingdom
$97.8K
Fifth Third Bancorp
533
Fifth Third Bancorp
Ohio
$90.4K
AA
534
Ancora Advisors
Ohio
$86.2K
WIM
535
Westside Investment Management
California
$82.6K
PF
536
PlanVest Financial
Maryland
$81.9K
MHIP
537
Mountain Hill Investment Partners
New Jersey
$78.1K
AWM
538
Activest Wealth Management
Florida
$76.5K
BCM
539
Berbice Capital Management
New York
$66.4K
MCM
540
MAI Capital Management
Ohio
$65.4K
GI
541
GAMMA Investing
California
$62.9K
WSFS
542
Wilmington Savings Fund Society
Delaware
$62.1K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$59.1K
NFSG
544
Newbridge Financial Services Group
Florida
$55.7K
SIS
545
Sound Income Strategies
Florida
$54.8K
Nisa Investment Advisors
546
Nisa Investment Advisors
Missouri
$52.9K
SL
547
Salomon & Ludwin
Virginia
$51.1K
CPG
548
Cornerstone Planning Group
New Jersey
$50.4K
TPWA
549
Twin Peaks Wealth Advisors
California
$48.3K
LFG
550
Larson Financial Group
Missouri
$45.7K