We are live on ! Find out more
UBS icon

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
AC
701
AlphaCore Capital
California
HCA
702
Harbour Capital Advisors
Virginia
CWM
703
Cordatus Wealth Management
Pennsylvania
SMA
704
Sage Mountain Advisors
Georgia
CP
705
Covenant Partners
Tennessee
WG
706
Winton Group
United Kingdom
DAS
707
Diversify Advisory Services
Utah
HAG
708
HighPoint Advisor Group
Illinois
JSW
709
Journey Strategic Wealth
New Jersey
KP
710
Keel Point
Alabama
MF
711
Magnetar Financial
Illinois
FFP
712
FourThought Financial Partners
Florida
NPT
713
National Philanthropic Trust
Pennsylvania
MOS
714
MGO One Seven
Ohio
GCM
715
Genus Capital Management
British Columbia, Canada
BMWM
716
Brown Miller Wealth Management
Virginia
ICP
717
Interchange Capital Partners
Pennsylvania
PFA
718
Pure Financial Advisors
California
WF
719
Welch & Forbes
Massachusetts
RA
720
Riversedge Advisors
Delaware
FG
721
Foster Group
Iowa
SC
722
Sapient Capital
Indiana
SWM
723
Stronghold Wealth Management
Florida
AT
724
American Trust
Kentucky
SFS
725
Sowell Financial Services
Arkansas