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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
Deutsche Bank
Germany
$960M
5
PIM
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
Goldman Sachs
New York
$483M
3
UBS Group
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
551
Sunbelt Securities
Texas
$3.68K – – –
BOJHT
552
Bank of Jackson Hole Trust
Wyoming
$3.43K – – –
BCMLT
553
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.4K – – –
FFO
554
Fortitude Family Office
Arizona
$2.27K – – –
KWM
555
Kiker Wealth Management
Georgia
$2.11K +$2.11K +69 New
CI
556
CX Institutional
Indiana
$2K +$2K +50 New
Kayne Anderson Rudnick Investment Management
557
Kayne Anderson Rudnick Investment Management
California
$1.99K – – –
OP
558
ORG Partners
Indiana
$1.82K +$1.82K +60 New
PWA
559
Physician Wealth Advisors
Utah
$1.78K – – –
BWL
560
Bogart Wealth LLC
Virginia
$1.69K +$214 +7 +15%
AF
561
Advisornet Financial
Minnesota
$1.44K -$3.06K -100 -68%
MFS
562
Mattson Financial Services
Michigan
$1.23K +$1.23K +40 New
FCAS
563
First Command Advisory Services
Texas
$1.09K +$1.09K +36 New
BLC
564
Brown, Lisle/Cummings
Rhode Island
$1.07K +$1.07K +35 New
AW
565
Avion Wealth
Texas
$1K – – –
HFM
566
Harvest Fund Management
China
$1K – – –
WTFG
567
Wood Tarver Financial Group
Idaho
$981 – – –
AWM
568
Abound Wealth Management
Tennessee
$858 -$582 -19 -40%
BFS
569
Bare Financial Services
Pennsylvania
$613 +$613 +20 New
HNW
570
High Note Wealth
Minnesota
$398 – – –
MFT
571
Moisand Fitzgerald Tamayo
Florida
$276 – – –
HHGA
572
Halbert Hargrove Global Advisors
California
$246 +$246 +8 New
TIM
573
Tortoise Investment Management
New York
$92 – – –
Norges Bank
574
Norges Bank
Norway
– -$5.59B -183,111,351 Closed
LIP
575
Liontrust Investment Partners
United Kingdom
– -$80M -2,615,450 Closed
21 22
23
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