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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
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
AFG
601
Albion Financial Group
Utah
$8.71K
MCM
602
Manchester Capital Management
Vermont
$8.61K
PWA
603
Principia Wealth Advisory
Texas
$8.57K
FFA
604
Frazier Financial Advisors
Ohio
$8.47K
MNA
605
Manning & Napier Advisors
New York
$8.14K
AEPWM
606
Atlantic Edge Private Wealth Management
Florida
$8.11K
PCM
607
Penserra Capital Management
California
$8K
PWA
608
Physician Wealth Advisors
Utah
$7.55K
SEP
609
Signature Equity Partners
Ohio
$7.5K
WWA
610
Wealth Watch Advisors
Colorado
$7.04K
SS
611
Sunbelt Securities
Texas
$6.99K
HIA
612
Harbor Investment Advisory
Maryland
$6.76K
FIM
613
FWL Investment Management
Texas
$6.62K
Barclays
614
Barclays
United Kingdom
$6.53K
CFO
615
CVA Family Office
Colorado
$6.39K
TSMHT
616
Thurston Springer Miller Herd & Titak
Indiana
$6.39K
PWAM
617
Private Wealth Asset Management
Iowa
$6.3K
OP
618
ORG Partners
Indiana
$6.25K
LI
619
LRI Investments
Florida
$6.21K
HAP
620
Harbor Asset Planning
Massachusetts
$6.16K
SC
621
Stephens Consulting
Michigan
$6.11K
IIM
622
IFC & Insurance Marketing
California
$6K
QWM
623
Quaker Wealth Management
New Jersey
$5.84K
CCM
624
Copeland Capital Management
Pennsylvania
$5.83K
PWA
625
Provenance Wealth Advisors
Florida
$5.56K