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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
FPF
626
First Pacific Financial
Washington
$4.38K
GBT
627
Grove Bank & Trust
Florida
$4.22K
TSMHT
628
Thurston Springer Miller Herd & Titak
Indiana
$4.22K
BOJHT
629
Bank of Jackson Hole Trust
Wyoming
$4.14K
KA
630
Kozak & Associates
Colorado
$4.09K
KCM
631
Key Capital Management
Tennessee
$4.02K
FCAS
632
First Command Advisory Services
Texas
$3.8K
TCA
633
Trifecta Capital Advisors
Illinois
$3.75K
IAS
634
IMA Advisory Services
Colorado
$3.16K
FFO
635
Fortitude Family Office
Arizona
$2.89K
IWS
636
Intentional Wealth Strategies
Colorado
$2.73K
SWP
637
Strategic Wealth Partners
Ohio
$2.7K
GIA
638
GHP Investment Advisors
Colorado
$2.62K
Kayne Anderson Rudnick Investment Management
639
Kayne Anderson Rudnick Investment Management
California
$2.54K
GSEP
640
Golden State Equity Partners
California
$2.34K
BH
641
Burk Holdings
Oklahoma
$2.31K
BW
642
Basepoint Wealth
Iowa
$2.21K
MWC
643
MBM Wealth Consultants
Missouri
$2.19K
BWL
644
Bogart Wealth LLC
Virginia
$2.15K
Federated Hermes
645
Federated Hermes
Pennsylvania
$2.11K
AW
646
Avion Wealth
Texas
$2K
CMP
647
Coston McIsaac & Partners
Maine
$2K
SC
648
Swan Capital
Florida
$1.88K
DJSG
649
D.J. St. Germain
Massachusetts
$1.8K
SG
650
Sankala Group
Colorado
$1.63K