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UBS Group

593 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
593
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$13.3K
LFG
527
Larson Financial Group
Missouri
$12.7K
FMP
528
Financial Management Professionals
Texas
$12.3K
HDIM
529
Hanson & Doremus Investment Management
Vermont
$11K
SCM
530
Sterling Capital Management
North Carolina
$10.7K
T
531
Transce3nd
Texas
$10.3K
TSMHT
532
Thurston Springer Miller Herd & Titak
Indiana
$9.7K
SIC
533
Salem Investment Counselors
North Carolina
$9.13K
PCM
534
Penserra Capital Management
California
$9K
AT
535
Arlington Trust
Alabama
$8.83K
SWP
536
Strategic Wealth Partners
Ohio
$8.62K
WAS
537
Winch Advisory Services
Wisconsin
$7.88K
HWP
538
Highline Wealth Partners
California
$7.61K
PAM
539
Paradigm Asset Management
New York
$7.58K
FIM
540
FWL Investment Management
Texas
$7.41K
RF
541
Roxbury Financial
New Jersey
$6.94K
MAS
542
MPWM Advisory Solutions
Georgia
$6.76K
TCM
543
Traub Capital Management
Massachusetts
$6.76K
BIA
544
Bell Investment Advisors
California
$6.33K
FFA
545
Frazier Financial Advisors
Ohio
$6.19K
AF
546
Advisornet Financial
Minnesota
$6.12K
PWAM
547
Private Wealth Asset Management
Iowa
$6.09K
Federated Hermes
548
Federated Hermes
Pennsylvania
$6.09K
BI
549
Binnacle Investments
Iowa
$6.09K
Baillie Gifford & Co
550
Baillie Gifford & Co
United Kingdom
$5.82K