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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
MWC
651
MBM Wealth Consultants
Missouri
$2.19K
BWL
652
Bogart Wealth LLC
Virginia
$2.15K
Federated Hermes
653
Federated Hermes
Pennsylvania
$2.11K
AW
654
Avion Wealth
Texas
$2K
CMP
655
Coston McIsaac & Partners
Maine
$2K
SC
656
Swan Capital
Florida
$1.88K
DJSG
657
D.J. St. Germain
Massachusetts
$1.8K
SG
658
Sankala Group
Colorado
$1.63K
DWM
659
Dogwood Wealth Management
Kansas
$1.6K
AIS
660
Advocate Investing Services
Maryland
$1.56K
AAG
661
Armstrong Advisory Group
Massachusetts
$1.49K
SMBT
662
Southern Michigan Bank & Trust
Michigan
$1.44K
BLC
663
Brown, Lisle/Cummings
Rhode Island
$1.37K
FNWA
664
Financial Network Wealth Advisors
Utah
$1.37K
SHIM
665
Stone House Investment Management
Pennsylvania
$1.25K
ADL
666
Asset Dedication LLC
California
$1.21K
TCM
667
TD Capital Management
Tennessee
$1.13K
CJ
668
Caitlin John
Michigan
$1.05K
CTC
669
Central Trust Company
Missouri
$782
BIAS
670
Beacon Investment Advisory Services
New Jersey
$508
NRG
671
Nemes Rush Group
Michigan
$430
KG
672
Kilter Group
New York
$391
NWS
673
Nvest Wealth Strategies
Ohio
$352
MS
674
Monetary Solutions
Ohio
$313
MCA
675
Midwest Capital Advisors
Michigan
$156