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UBS Group

670 hedge funds and large institutions have $44.3B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 220 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
AA
526
Ancora Advisors
Ohio
$86.2K
WIM
527
Westside Investment Management
California
$82.6K
PF
528
PlanVest Financial
Maryland
$81.9K
MHIP
529
Mountain Hill Investment Partners
New Jersey
$78.1K
AWM
530
Activest Wealth Management
Florida
$76.5K
BCM
531
Berbice Capital Management
New York
$66.4K
MCM
532
MAI Capital Management
Ohio
$65.4K
GI
533
GAMMA Investing
California
$62.9K
WSFS
534
Wilmington Savings Fund Society
Delaware
$62.1K
PFBT
535
Parkside Financial Bank & Trust
Missouri
$59.1K
NFSG
536
Newbridge Financial Services Group
Florida
$55.7K
SIS
537
Sound Income Strategies
Florida
$54.8K
Nisa Investment Advisors
538
Nisa Investment Advisors
Missouri
$52.9K
SL
539
Salomon & Ludwin
Virginia
$51.1K
CPG
540
Cornerstone Planning Group
New Jersey
$50.4K
TPWA
541
Twin Peaks Wealth Advisors
California
$48.3K
LFG
542
Larson Financial Group
Missouri
$45.7K
AFC
543
Ares Financial Consulting
California
$44.9K
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.6K
CB
545
Community Bank
New York
$39.1K
ME
546
McIlrath & Eck
Washington
$38.7K
KFI
547
Key Financial Inc
Pennsylvania
$38.6K
B
548
Bayban
Minnesota
$38.3K
FC
549
Fairscale Capital
New Hampshire
$37.9K
SWM
550
SHP Wealth Management
Massachusetts
$37.6K