UBS icon

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
JSW
701
Journey Strategic Wealth
New Jersey
MF
702
Magnetar Financial
Illinois
FFP
703
FourThought Financial Partners
Florida
NPT
704
National Philanthropic Trust
Pennsylvania
MOS
705
MGO One Seven
Ohio
GCM
706
Genus Capital Management
British Columbia, Canada
BMWM
707
Brown Miller Wealth Management
Virginia
ICP
708
Interchange Capital Partners
Pennsylvania
PFA
709
Pure Financial Advisors
California
WF
710
Welch & Forbes
Massachusetts
RA
711
Riversedge Advisors
Delaware
FG
712
Foster Group
Iowa
SC
713
Sapient Capital
Indiana
SWM
714
Stronghold Wealth Management
Florida
AT
715
American Trust
Kentucky
SFS
716
Sowell Financial Services
Arkansas
CIA
717
Capital Investment Advisors
Georgia
AGC
718
Aspen Grove Capital
Colorado
GC
719
Granville Capital
North Carolina
SF
720
Summit Financial
New Jersey
5NPW
721
55 North Private Wealth
Florida
TFA
722
Tranquilli Financial Advisor
New Jersey
SFC
723
SYM Financial Corp
Indiana
SW
724
SVB Wealth
Massachusetts
CIA
725
Choate Investment Advisors
Massachusetts