UBS icon

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
PWA
601
Physician Wealth Advisors
Utah
$7.42K
AFG
602
Albion Financial Group
Utah
$7.35K
MCM
603
Manchester Capital Management
Vermont
$7.27K
AWM
604
Abound Wealth Management
Tennessee
$7.03K
AT
605
Arlington Trust
Alabama
$7.03K
PCM
606
Penserra Capital Management
California
$7K
AEPWM
607
Atlantic Edge Private Wealth Management
Florida
$6.84K
SEP
608
Signature Equity Partners
Ohio
$6.33K
LI
609
LRI Investments
Florida
$6.25K
SS
610
Sunbelt Securities
Texas
$5.9K
MNA
611
Manning & Napier Advisors
New York
$5.87K
HIA
612
Harbor Investment Advisory
Maryland
$5.7K
NSIM
613
North Star Investment Management
Illinois
$5.51K
CFO
614
CVA Family Office
Colorado
$5.39K
BWM
615
Benson Wealth Management
Tennessee
$5.35K
PWAM
616
Private Wealth Asset Management
Iowa
$5.31K
HAP
617
Harbor Asset Planning
Massachusetts
$5.2K
EPL
618
Essential Partners LLC
California
$5.12K
BW
619
Bravera Wealth
North Dakota
$5.05K
JWM
620
JPL Wealth Management
Colorado
$4.81K
DF
621
Dunhill Financial
United Kingdom
$4.75K
PWA
622
Provenance Wealth Advisors
Florida
$4.69K
GFA
623
Godfrey Financial Associates
New York
$4.61K
CCWM
624
Cassaday & Co Wealth Management
Virginia
$4.57K
RF
625
Rossby Financial
Florida
$4.41K