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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
CX Institutional
Indiana
$9K
FIM
552
FWL Investment Management
Texas
$8.98K
SVCP
553
Silicon Valley Capital Partners
California
$8.9K
RF
554
Roxbury Financial
New Jersey
$8.41K
MAS
555
MPWM Advisory Solutions
Georgia
$8.2K
TIAAOA
556
Teachers Insurance & Annuity Association of America
New York
$8.2K
WCM
557
Westend Capital Management
California
$8.16K
AWM
558
Abound Wealth Management
Tennessee
$8.04K
PCM
559
Penserra Capital Management
California
$8K
AFG
560
Albion Financial Group
Utah
$7.71K
FFA
561
Frazier Financial Advisors
Ohio
$7.5K
PWAM
562
Private Wealth Asset Management
Iowa
$7.38K
Baillie Gifford & Co
563
Baillie Gifford & Co
United Kingdom
$7.05K
BIA
564
Bell Investment Advisors
California
$6.31K
WWA
565
Wealth Watch Advisors
Colorado
$6.23K
SS
566
Sunbelt Securities
Texas
$6.19K
CFO
567
CVA Family Office
Colorado
$5.66K
OP
568
ORG Partners
Indiana
$5.54K
LI
569
LRI Investments
Florida
$5.49K
HAP
570
Harbor Asset Planning
Massachusetts
$5.45K
FDCP
571
Foster Dykema Cabot & Partners
Massachusetts
$5.25K
CCM
572
Copeland Capital Management
Pennsylvania
$5.17K
FPF
573
First Pacific Financial
Washington
$5.17K
PWA
574
Physician Wealth Advisors
Utah
$5K
PWA
575
Provenance Wealth Advisors
Florida
$4.92K