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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
EP
626
Essential Partners
California
$5.12K
BW
627
Bravera Wealth
North Dakota
$5.05K
JWM
628
JPL Wealth Management
Colorado
$4.81K
DF
629
Dunhill Financial
United Kingdom
$4.75K
PWA
630
Provenance Wealth Advisors
Florida
$4.69K
GFA
631
Godfrey Financial Associates
New York
$4.61K
CCWM
632
Cassaday & Co Wealth Management
Virginia
$4.57K
RF
633
Rossby Financial
Florida
$4.41K
FPF
634
First Pacific Financial
Washington
$4.38K
GBT
635
Grove Bank & Trust
Florida
$4.22K
TSMHT
636
Thurston Springer Miller Herd & Titak
Indiana
$4.22K
BOJHT
637
Bank of Jackson Hole Trust
Wyoming
$4.14K
KA
638
Kozak & Associates
Colorado
$4.09K
KCM
639
Key Capital Management
Tennessee
$4.02K
FCAS
640
First Command Advisory Services
Texas
$3.8K
TCA
641
Trifecta Capital Advisors
Illinois
$3.75K
IAS
642
IMA Advisory Services
Colorado
$3.16K
FFO
643
Fortitude Family Office
Arizona
$2.89K
IWS
644
Intentional Wealth Strategies
Colorado
$2.73K
SWP
645
Strategic Wealth Partners
Ohio
$2.7K
GIA
646
GHP Investment Advisors
Colorado
$2.62K
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$2.54K
GSEP
648
Golden State Equity Partners
California
$2.34K
BH
649
Burk Holdings
Oklahoma
$2.31K
BW
650
Basepoint Wealth
Iowa
$2.21K