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UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
AFC
551
Ares Financial Consulting
California
$44.9K
FDCDDQ
552
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.6K
CB
553
Community Bank
New York
$39.1K
ME
554
McIlrath & Eck
Washington
$38.7K
KFI
555
Key Financial Inc
Pennsylvania
$38.6K
B
556
Bayban
Minnesota
$38.3K
FC
557
Fairscale Capital
New Hampshire
$37.9K
SWM
558
SHP Wealth Management
Massachusetts
$37.6K
ST
559
Smithfield Trust
Pennsylvania
$36K
TWD
560
True Wealth Design
Ohio
$35.4K
PB
561
Prosperity Bancshares
Texas
$34K
HNB
562
Huntington National Bank
Ohio
$33.5K
RF
563
Robinswood Financial
Washington
$31.2K
MB
564
MidFirst Bank
Oklahoma
$27.9K
AA
565
Addison Advisors
Vermont
$27.8K
GKIM
566
GW&K Investment Management
Massachusetts
$25K
WA
567
Whipplewood Advisors
Colorado
$24.8K
PTC
568
Private Trust Company
Ohio
$24.4K
CYG
569
Clean Yield Group
Vermont
$23.1K
Barclays
570
Barclays
United Kingdom
$23.1K
TPCW
571
TD Private Client Wealth
New York
$21.8K
W
572
WealthCollab
Washington
$19.9K
ZBNA
573
Zions Bancorporation, National Association
Utah
$19.6K
GCM
574
Gables Capital Management
Florida
$19.5K
YP
575
YANKCOM Partnership
South Dakota
$19.5K