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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
576
Gables Capital Management
Florida
$23.2K
CA
577
CoreCap Advisors
Michigan
$23K
RWA
578
Redmont Wealth Advisors
Illinois
$22K
AWA
579
Acumen Wealth Advisors
Tennessee
$21.9K
LC
580
Lavaca Capital
Texas
$21.3K
GKIM
581
GW&K Investment Management
Massachusetts
$21K
TFA
582
Transamerica Financial Advisors
Florida
$20.7K
SIC
583
SJS Investment Consulting
Ohio
$20.4K
TCM
584
Triumph Capital Management
Colorado
$20.3K
TWD
585
True Wealth Design
Ohio
$19.9K
USB
586
Union Savings Bank
Connecticut
$19K
NSG
587
Nalls Sherbakoff Group
Tennessee
$18.5K
BIA
588
Bell Investment Advisors
California
$18.1K
FMP
589
Financial Management Professionals
Texas
$17.3K
HDIM
590
Hanson & Doremus Investment Management
Vermont
$16K
FC
591
Financial Consulate
Maryland
$14.7K
SCM
592
Sterling Capital Management
North Carolina
$14.6K
MA
593
Montag & Associates
Georgia
$13.9K
PB
594
Pinnacle Bancorp
Nebraska
$13K
AF
595
Advisornet Financial
Minnesota
$12.9K
UFPG
596
United Financial Planning Group
New York
$11.3K
AWM
597
Abound Wealth Management
Tennessee
$11.2K
RWS
598
Retirement Wealth Solutions
Wisconsin
$10.9K
WAS
599
Winch Advisory Services
Wisconsin
$10.8K
PAM
600
Paradigm Asset Management
New York
$10.4K