UBS icon

UBS Group

670 hedge funds and large institutions have $44.3B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 220 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
ST
551
Smithfield Trust
Pennsylvania
$36K
TWD
552
True Wealth Design
Ohio
$35.4K
PB
553
Prosperity Bancshares
Texas
$34K
HNB
554
Huntington National Bank
Ohio
$33.5K
MB
555
MidFirst Bank
Oklahoma
$27.9K
AA
556
Addison Advisors
Vermont
$27.8K
GKIM
557
GW&K Investment Management
Massachusetts
$25K
WA
558
Whipplewood Advisors
Colorado
$24.8K
PTC
559
Private Trust Company
Ohio
$24.4K
CYG
560
Clean Yield Group
Vermont
$23.1K
Barclays
561
Barclays
United Kingdom
$23.1K
TPCW
562
TD Private Client Wealth
New York
$21.8K
W
563
WealthCollab
Washington
$19.9K
ZBNA
564
Zions Bancorporation, National Association
Utah
$19.6K
GCM
565
Gables Capital Management
Florida
$19.5K
YP
566
YANKCOM Partnership
South Dakota
$19.5K
CA
567
CoreCap Advisors
Michigan
$19.4K
LC
568
Lavaca Capital
Texas
$18K
SIC
569
SJS Investment Consulting
Ohio
$17.6K
AWA
570
Acumen Wealth Advisors
Tennessee
$16.8K
TFA
571
Transamerica Financial Advisors
Florida
$16.1K
USB
572
Union Savings Bank
Connecticut
$16K
TCM
573
Triumph Capital Management
Colorado
$14.6K
WWM
574
Western Wealth Management
Colorado
$14.3K
HWP
575
Highline Wealth Partners
California
$14.1K