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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
551
Sierra Ocean
California
$5.28K -$2.13K -63 -29%
WT
552
Whittier Trust
California
$5.14K – – –
FPF
553
First Pacific Financial
Washington
$4.8K – – –
CFO
554
CVA Family Office
Colorado
$4.67K – – –
OP
555
ORG Partners
Indiana
$4.56K +$2.53K +75 +125%
HAP
556
Harbor Asset Planning
Massachusetts
$4.5K +$4.5K +133 New
FDCP
557
Foster Dykema Cabot & Partners
Massachusetts
$4.33K – – –
PWA
558
Physician Wealth Advisors
Utah
$4.13K +$2.17K +64 +110%
PWA
559
Provenance Wealth Advisors
Florida
$4.06K – – –
BCMLT
560
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.86K +$101 +3 +3%
LI
561
LRI Investments
Florida
$3.72K +$3.72K +110 New
SS
562
Sunbelt Securities
Texas
$3.64K – – –
SC
563
Stephens Consulting
Michigan
$3.48K +$3.48K +103 New
BOJHT
564
Bank of Jackson Hole Trust
Wyoming
$3.38K – – –
SC
565
Swan Capital
Florida
$3.25K +$3.25K +96 New
M
566
MOTCO
Texas
$2.73K +$2.73K +73 New
BFS
567
Bare Financial Services
Pennsylvania
$2.67K +$2K +59 +295%
FFO
568
Fortitude Family Office
Arizona
$2.5K – – –
KWM
569
Kiker Wealth Management
Georgia
$2.33K – – –
PWA
570
Principia Wealth Advisory
Texas
$2.33K +$2.33K +69 New
Kayne Anderson Rudnick Investment Management
571
Kayne Anderson Rudnick Investment Management
California
$2.2K – – –
CI
572
CX Institutional
Indiana
$2K – – –
AW
573
Avion Wealth
Texas
$2K – – –
BWL
574
Bogart Wealth LLC
Virginia
$1.86K – – –
SL
575
Salomon & Ludwin
Virginia
$1.46K +$1.46K +42 New
21 22
23
24 25