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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
Deutsche Bank
Germany
$960M
5
PIM
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
Goldman Sachs
New York
$483M
3
UBS Group
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
601
Bayesian Capital Management
New York
– -$211K -6,949 Closed
BC
602
Bayforest Capital
United Kingdom
– -$76.9K -2,535 Closed
IWP
603
IAG Wealth Partners
Wisconsin
– -$58.1K -1,915 Closed
CFGS
604
Concourse Financial Group Securities
Alabama
– -$54.7K -1,578 Closed
KBFS
605
Kohmann Bosshard Financial Services
Ohio
– -$40.9K -1,350 Closed
CFG
606
CKW Financial Group
Hawaii
– -$36K -1,200 Closed
VHAM
607
Van Hulzen Asset Management
California
– -$35.9K -1,184 Closed
HT
608
Headlands Technologies
Illinois
– -$33.2K -1,096 Closed
KIM
609
Kestra Investment Management
Texas
– -$22.6K -745 Closed
RA
610
Rise Advisors
New York
– -$22K -725 Closed
CAS
611
Coppell Advisory Solutions
Texas
– -$14.9K -487 Closed
PA
612
Pineridge Advisors
Missouri
– -$8.58K -283 Closed
PMFA
613
Plante Moran Financial Advisors
Michigan
– -$5.97K -197 Closed
AFG
614
Albion Financial Group
Utah
– -$4.28K -141 Closed
ADL
615
Asset Dedication LLC
California
– -$2.88K -95 Closed
CT
616
Colonial Trust
South Carolina
– -$2.42K -79 Closed
NWWA
617
New Wave Wealth Advisors
Arkansas
– -$1.85K -61 Closed
MFG
618
Mendota Financial Group
Wisconsin
– -$1.34K -44 Closed
CAM
619
Creekmur Asset Management
Illinois
– -$1.09K -36 Closed
S
620
Sachetta
Massachusetts
– -$130 -4 Closed
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