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UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
CA
576
CoreCap Advisors
Michigan
$19.4K
LC
577
Lavaca Capital
Texas
$18K
SIC
578
SJS Investment Consulting
Ohio
$17.6K
AWA
579
Acumen Wealth Advisors
Tennessee
$16.8K
TFA
580
Transamerica Financial Advisors
Florida
$16.1K
USB
581
Union Savings Bank
Connecticut
$16K
TCM
582
Triumph Capital Management
Colorado
$14.6K
HWP
583
Highline Wealth Partners
California
$14.1K
IAAG
584
Innovative Asset Advisors Group
Connecticut
$14.1K
TC
585
Truvestments Capital
Florida
$13.6K
FGAM
586
Financial Gravity Asset Management
Texas
$13.3K
HDIM
587
Hanson & Doremus Investment Management
Vermont
$13K
FMP
588
Financial Management Professionals
Texas
$12.8K
DWP
589
Destiny Wealth Partners
Florida
$12.3K
SCM
590
Sterling Capital Management
North Carolina
$12.3K
CI
591
CX Institutional
Indiana
$11K
AF
592
Advisornet Financial
Minnesota
$10.9K
SIC
593
Salem Investment Counselors
North Carolina
$10.8K
FC
594
Financial Consulate
Maryland
$9.92K
MSG
595
Main Street Group
Virginia
$9.46K
RWS
596
Retirement Wealth Solutions
Wisconsin
$9.34K
MA
597
Montag & Associates
Georgia
$9.26K
BIA
598
Bell Investment Advisors
California
$8.83K
PAM
599
Paradigm Asset Management
New York
$8.75K
PB
600
Pinnacle Bancorp
Nebraska
$8.58K