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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
526
Itau Unibanco Holding S.A.
Brazil
$181K
UB
527
UMB Bank
Missouri
$177K
BC
528
Bayforest Capital
United Kingdom
$162K
A
529
Allianz
Germany
$158K
GSWM
530
Golden State Wealth Management
California
$146K
CFD
531
Creative Financial Designs
Indiana
$133K
MHR
532
Matthew Hamilton Rosenberg
$124K
BGAI
533
Bruce G. Allen Investments
Colorado
$122K
AUB
534
Atlantic Union Bankshares
Virginia
$119K
CSP
535
Cary Street Partners
Virginia
$111K
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$106K
WIM
537
Westside Investment Management
California
$98.7K
CSPIA
538
Cary Street Partners Investment Advisory
Virginia
$97.7K
AWM
539
Activest Wealth Management
Florida
$93.3K
BCM
540
Berbice Capital Management
New York
$74.1K
WSFS
541
Wilmington Savings Fund Society
Delaware
$73.6K
NFSG
542
Newbridge Financial Services Group
Florida
$72.9K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$67.8K
SIS
544
Sound Income Strategies
Florida
$64.8K
KBFS
545
Kohmann Bosshard Financial Services
Ohio
$62.5K
SL
546
Salomon & Ludwin
Virginia
$62.4K
GI
547
GAMMA Investing
California
$60.2K
VEA
548
Virtus ETF Advisers
New York
$59.4K
TPCW
549
TD Private Client Wealth
New York
$57.6K
YP
550
YANKCOM Partnership
South Dakota
$46.7K