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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
IAAG
576
Innovative Asset Advisors Group
Connecticut
$14.1K
TC
577
Truvestments Capital
Florida
$13.6K
FGAM
578
Financial Gravity Asset Management
Texas
$13.3K
HDIM
579
Hanson & Doremus Investment Management
Vermont
$13K
FMP
580
Financial Management Professionals
Texas
$12.8K
DWP
581
Destiny Wealth Partners
Florida
$12.3K
SCM
582
Sterling Capital Management
North Carolina
$12.3K
CI
583
CX Institutional
Indiana
$11K
AF
584
Advisornet Financial
Minnesota
$10.9K
SIC
585
Salem Investment Counselors
North Carolina
$10.8K
FC
586
Financial Consulate
Maryland
$9.92K
MSG
587
Main Street Group
Virginia
$9.46K
RWS
588
Retirement Wealth Solutions
Wisconsin
$9.34K
MA
589
Montag & Associates
Georgia
$9.26K
BIA
590
Bell Investment Advisors
California
$8.83K
PAM
591
Paradigm Asset Management
New York
$8.75K
PB
592
Pinnacle Bancorp
Nebraska
$8.58K
TLFA
593
True Link Financial Advisors
California
$8.44K
CFM
594
Cornerstone Financial Management
Massachusetts
$8.17K
RF
595
Roxbury Financial
New Jersey
$8.02K
BFS
596
Bare Financial Services
Pennsylvania
$8.01K
ACA
597
American Capital Advisory
Idaho
$7.93K
MAS
598
MPWM Advisory Solutions
Georgia
$7.81K
FFA
599
Frazier Financial Advisors
Ohio
$7.5K
WCM
600
Westend Capital Management
California
$7.46K