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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
LSA
676
Leonteq Securities AG
Switzerland
LIP
677
Lighthouse Investment Partners
Florida
PC
678
Permanens Capital
New York
DK
679
DJE Kapital
Germany
BDCMI
680
Black Diamond Capital Management I
SI
681
Symmetry Investments
Jersey
OQS
682
Occudo Quantitative Strategies
Florida
RCA
683
Runnymede Capital Advisors
Ohio
NA
684
NewEdge Advisors
Louisiana
Man Group
685
Man Group
United Kingdom
FFM
686
Forum Financial Management
Illinois
1832 Asset Management
687
1832 Asset Management
Ontario, Canada
CIS
688
Capital International Sarl
California
MFS
689
Mirabella Financial Services
United Kingdom
SCM
690
SOL Capital Management
Maryland
X
691
Xponance
Pennsylvania
GWM
692
Greenwich Wealth Management
Connecticut
AC
693
AlphaCore Capital
California
HCA
694
Harbour Capital Advisors
Virginia
CWM
695
Cordatus Wealth Management
Pennsylvania
SMA
696
Sage Mountain Advisors
Georgia
CP
697
Covenant Partners
Tennessee
WG
698
Winton Group
United Kingdom
DAS
699
Diversify Advisory Services
Utah
HAG
700
HighPoint Advisor Group
Illinois