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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
4
Deutsche Bank
Germany
$960M
5
PIM
5
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
2
Goldman Sachs
New York
$483M
3
UBS Group
3
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
5
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.8M +$22.5M +740,755 +39%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$80.7M +$3.83M +126,221 +5%
Korea Investment Corp
53
Korea Investment Corp
South Korea
$70.2M -$9.87M -325,070 -12%
Franklin Resources
54
Franklin Resources
California
$68.1M +$13.1M +425,431 +24%
Canada Life
55
Canada Life
Manitoba, Canada
$67.3M +$6.04M +198,605 +10%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$65M -$821K -26,821 -1%
BTCPP
57
Border to Coast Pensions Partnership
United Kingdom
$63.5M – – –
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$62.7M +$837K +26,398 +1%
PCM
59
Patient Capital Management
Maryland
$62.6M +$19.4K +633 +0%
JSSH
60
J. Safra Sarasin Holding
$61.5M -$58.9M -1,935,848 -49%
Invesco
61
Invesco
Georgia
$60.9M -$12.7M -416,226 -17%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$57.9M -$103M -3,390,206 -64%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$56.6M +$12.7M +419,453 +29%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$52.6M +$1.15M +37,391 +2%
BIP
65
Brandes Investment Partners
California
$48.2M -$1.85M -60,533 -4%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$47.4M -$18.3M -600,997 -28%
AAB
67
ABN AMRO Bank
Netherlands
$46.2M +$527K +17,300 +1%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.9M +$830K +27,213 +2%
MCM
69
Moore Capital Management
New York
$43.8M +$43.8M +1,442,286 New
GAM
70
Generali Asset Management
Italy
$41.9M +$23.5M +874,214 +127%
JAM
71
Jupiter Asset Management
United Kingdom
$38.7M -$17.5M -574,844 -31%
American Century Companies
72
American Century Companies
Missouri
$37.8M +$2.57M +83,794 +7%
EAM
73
Exane Asset Management
France
$37.4M +$1.43M +49,407 +4%
LF
74
Lansforsakringar Fondforvaltning
Sweden
$35.9M +$1.28M +42,288 +4%
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$34.7M -$19.4M -637,642 -36%
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