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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
DWM
651
Dogwood Wealth Management
Kansas
$1.6K
AIS
652
Advocate Investing Services
Maryland
$1.56K
AAG
653
Armstrong Advisory Group
Massachusetts
$1.49K
SMBT
654
Southern Michigan Bank & Trust
Michigan
$1.44K
BLC
655
Brown, Lisle/Cummings
Rhode Island
$1.37K
FNWA
656
Financial Network Wealth Advisors
Utah
$1.37K
SHIM
657
Stone House Investment Management
Pennsylvania
$1.25K
TCM
658
TD Capital Management
Tennessee
$1.13K
CJ
659
Caitlin John
Michigan
$1.05K
CTC
660
Central Trust Company
Missouri
$782
BIAS
661
Beacon Investment Advisory Services
New Jersey
$508
NRG
662
Nemes Rush Group
Michigan
$430
KG
663
Kilter Group
New York
$391
NWS
664
Nvest Wealth Strategies
Ohio
$352
MS
665
Monetary Solutions
Ohio
$313
MCA
666
Midwest Capital Advisors
Michigan
$156
TFA
667
Toth Financial Advisory
Virginia
$118
KFG
668
Kingdom Financial Group
Arizona
$27
LAS
669
Lloyd Advisory Services
Georgia
$27
Norges Bank
670
Norges Bank
Norway
Viking Global Investors
671
Viking Global Investors
Connecticut
LIP
672
Liontrust Investment Partners
United Kingdom
Alyeska Investment Group
673
Alyeska Investment Group
Illinois
Marshall Wace
674
Marshall Wace
United Kingdom
Two Sigma Advisers
675
Two Sigma Advisers
New York