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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
Deutsche Bank
Germany
$960M
5
PIM
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
Goldman Sachs
New York
$483M
3
UBS Group
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
526
Arlington Trust
Alabama
$7.2K – – –
RF
527
Roxbury Financial
New Jersey
$7.19K +$34 +1 +0.5%
WAS
528
Winch Advisory Services
Wisconsin
$6.96K – – –
CA
529
CoreCap Advisors
Michigan
$6.95K +$2.97K +97 +75%
PAM
530
Paradigm Asset Management
New York
$6.86K – – –
SO
531
Sierra Ocean
California
$6.71K – – –
FIM
532
FWL Investment Management
Texas
$6.71K – – –
MAS
533
MPWM Advisory Solutions
Georgia
$6.13K – – –
HWP
534
Highline Wealth Partners
California
$6.13K +$1.5K +49 +32%
PWAM
535
Private Wealth Asset Management
Iowa
$5.97K +$5.97K +195 New
LFG
536
Larson Financial Group
Missouri
$5.79K +$4.99K +163 +627%
BIA
537
Bell Investment Advisors
California
$5.73K – – –
FFA
538
Frazier Financial Advisors
Ohio
$5.61K – – –
Federated Hermes
539
Federated Hermes
Pennsylvania
$5.51K +$184 +6 +3%
WIM
540
Westside Investment Management
California
$5.43K – – –
CCM
541
Copeland Capital Management
Pennsylvania
$5.24K – – –
OWP
542
ORG Wealth Partners
Texas
$5.16K -$334 -11 -6%
WT
543
Whittier Trust
California
$4.66K -$306K -10,000 -99%
SC
544
SouthState Corp
Florida
$4.6K +$4.6K +150 New
FPF
545
First Pacific Financial
Washington
$4.35K +$4.35K +142 New
CFO
546
CVA Family Office
Colorado
$4.23K – – –
BI
547
Binnacle Investments
Iowa
$4.2K +$4.2K +137 New
DF
548
DecisionPoint Financial
Arizona
$4.17K – – –
FDCP
549
Foster Dykema Cabot & Partners
Massachusetts
$3.92K – – –
PWA
550
Provenance Wealth Advisors
Florida
$3.68K – – –
20 21
22
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