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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
TLFA
601
True Link Financial Advisors
California
$8.44K
CFM
602
Cornerstone Financial Management
Massachusetts
$8.17K
RF
603
Roxbury Financial
New Jersey
$8.02K
BFS
604
Bare Financial Services
Pennsylvania
$8.01K
ACA
605
American Capital Advisory
Idaho
$7.93K
MAS
606
MPWM Advisory Solutions
Georgia
$7.81K
FFA
607
Frazier Financial Advisors
Ohio
$7.5K
WCM
608
Westend Capital Management
California
$7.46K
PWA
609
Physician Wealth Advisors
Utah
$7.42K
AFG
610
Albion Financial Group
Utah
$7.35K
MCM
611
Manchester Capital Management
Vermont
$7.27K
AWM
612
Abound Wealth Management
Tennessee
$7.03K
AT
613
Arlington Trust
Alabama
$7.03K
PCM
614
Penserra Capital Management
California
$7K
AEPWM
615
Atlantic Edge Private Wealth Management
Florida
$6.84K
SEP
616
Signature Equity Partners
Ohio
$6.33K
LI
617
LRI Investments
Florida
$6.25K
SS
618
Sunbelt Securities
Texas
$5.9K
MNA
619
Manning & Napier Advisors
New York
$5.87K
HIA
620
Harbor Investment Advisory
Maryland
$5.7K
NSIM
621
North Star Investment Management
Illinois
$5.51K
CFO
622
CVA Family Office
Colorado
$5.39K
BWM
623
Benson Wealth Management
Tennessee
$5.35K
PWAM
624
Private Wealth Asset Management
Iowa
$5.31K
HAP
625
Harbor Asset Planning
Massachusetts
$5.2K