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UBS Group
UBS

Overview Fund Activity

587 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 212 increasing their positions, 219 reducing their positions, and 49 closing their positions.

Holders
587
Holders Change
+11
Holders Change %
+1.91%
% of All Funds
7.88%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
212
Reduced
219
Closed
49
Calls
$1B
Puts
$1.06B
Net Calls
-$57M
Net Calls Change
+$423M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Market Value Shares Shares
Change 		Shares
Change %
CIAM
626
Caitong International Asset Management
Hong Kong
– – -427 Closed
GFPC
627
Global Financial Private Client
Florida
– – -399 Closed
GWSG
628
GPS Wealth Strategies Group
Colorado
– – -378 Closed
FCG
629
Financial Connections Group
California
– – -354 Closed
GJIA
630
Glass Jacobson Investment Advisors
Maryland
– – -315 Closed
RFG
631
REAP Financial Group
Texas
– – -300 Closed
EB
632
Eastern Bank
Massachusetts
– – -258 Closed
OWP
633
ORG Wealth Partners
Texas
– – -170 Closed
DF
634
DecisionPoint Financial
Arizona
– – -136 Closed
MFS
635
Mattson Financial Services
Michigan
– – -40 Closed
MFA
636
McClarren Financial Advisors
Pennsylvania
– – -16 Closed
HHGA
637
Halbert Hargrove Global Advisors
California
– – -8 Closed
Balyasny Asset Management
638
Balyasny Asset Management
Illinois
– – – –
LP
639
LMR Partners
United Kingdom
– – – –
C
640
Covestor
United Kingdom
$0 8 – –
Optiver Holding
641
Optiver Holding
Netherlands
– – – –
CSS
642
Cubist Systematic Strategies
Connecticut
– – – –
JG
643
Jain Global
New York
– – – –
Nomura Asset Management
644
Nomura Asset Management
Japan
– – – –
ECM
645
Eisler Capital Management
United Kingdom
– – – –
Wolverine Trading
646
Wolverine Trading
Illinois
– – – –
LIA
647
Limestone Investment Advisors
New York
– – – –
VCP
648
Varenne Capital Partners
France
– – – –
FRAF
649
Första AP-fonden
Sweden
$0 529,606 +67,752 +15%
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