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UBS Group
UBS

Overview Fund Activity

587 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 212 increasing their positions, 219 reducing their positions, and 49 closing their positions.

Holders
587
Holders Change
+11
Holders Change %
+1.91%
% of All Funds
7.88%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
212
Reduced
219
Closed
49
Calls
$1B
Puts
$1.06B
Net Calls
-$57M
Net Calls Change
+$423M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.88B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.98B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$605M
4
CCI
4
Cevian Capital II
Jersey
$1.63B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$2.01B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$90.5M 2,674,414 +768,473 +40%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$89.2M 2,644,750 -11,895 -0.4%
Viking Global Investors
53
Viking Global Investors
Connecticut
$87.3M 2,580,412 +2,580,412 New
Renaissance Technologies
54
Renaissance Technologies
New York
$83.8M 2,477,891 +1,386,500 +127%
MCM
55
Moore Capital Management
New York
$83.4M 2,465,661 +1,023,375 +71%
AP
56
Antipodes Partners
Australia
$82M 2,432,229 -252,060 -9%
BTCPP
57
Border to Coast Pensions Partnership
United Kingdom
$77.8M 2,307,000 +217,000 +10%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.3M 2,292,635 -364,273 -14%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$72.3M 2,137,497 +14,256 +0.7%
LIP
60
Liontrust Investment Partners
United Kingdom
$71.8M 2,128,894 +2,128,894 New
Jane Street
61
Jane Street
New York
$70.9M 2,095,483 +1,544,310 +280%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$67.5M 1,999,751 +22,121 +1%
PCM
63
Patient Capital Management
Maryland
$65.5M 1,937,639 -105,414 -5%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$64.3M 1,906,828 +43,742 +2%
Korea Investment Corp
65
Korea Investment Corp
South Korea
$60.8M 1,803,655 -507,212 -22%
JSSH
66
J. Safra Sarasin Holding
$59.6M 1,766,535 -255,545 -13%
BIP
67
Brandes Investment Partners
California
$59.3M 1,754,446 +180,965 +12%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$58M 1,720,276 +160,119 +10%
Invesco
69
Invesco
Georgia
$55.3M 1,633,951 -354,756 -18%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$55.1M 1,628,308 -88,116 -5%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$54.9M 1,621,594 +996,358 +159%
AAB
72
ABN AMRO Bank
Netherlands
$53.3M 1,571,564 +55,025 +4%
GAM
73
Generali Asset Management
Italy
$52.5M 1,957,087 +396,741 +25%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M 1,421,985 -17,005 -1%
LF
75
Lansforsakringar Fondforvaltning
Sweden
$43.5M 1,290,334 +109,073 +9%
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