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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 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: 212 | 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
589
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
SCM
526
Sterling Capital Management
North Carolina
$10.7K
T
527
Transce3nd
Texas
$10.3K
TSMHT
528
Thurston Springer Miller Herd & Titak
Indiana
$9.7K
SIC
529
Salem Investment Counselors
North Carolina
$9.13K
PCM
530
Penserra Capital Management
California
$9K
AT
531
Arlington Trust
Alabama
$8.83K
SWP
532
Strategic Wealth Partners
Ohio
$8.62K
WAS
533
Winch Advisory Services
Wisconsin
$7.88K
HWP
534
Highline Wealth Partners
California
$7.61K
PAM
535
Paradigm Asset Management
New York
$7.58K
FIM
536
FWL Investment Management
Texas
$7.41K
RF
537
Roxbury Financial
New Jersey
$6.94K
MAS
538
MPWM Advisory Solutions
Georgia
$6.76K
TCM
539
Traub Capital Management
Massachusetts
$6.76K
BIA
540
Bell Investment Advisors
California
$6.33K
FFA
541
Frazier Financial Advisors
Ohio
$6.19K
AF
542
Advisornet Financial
Minnesota
$6.12K
PWAM
543
Private Wealth Asset Management
Iowa
$6.09K
Federated Hermes
544
Federated Hermes
Pennsylvania
$6.09K
BI
545
Binnacle Investments
Iowa
$6.09K
Baillie Gifford & Co
546
Baillie Gifford & Co
United Kingdom
$5.82K
CCM
547
Copeland Capital Management
Pennsylvania
$5.78K
OLVIG
548
Oliver Lagore Vanvalin Investment Group
Michigan
$5.51K
SC
549
SouthState Corp
Florida
$5.34K
SO
550
Sierra Ocean
California
$5.28K