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UBS Group
UBS

584 hedge funds and large institutions have $43B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 193 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

17% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 193

2% more funds holding

Funds holding: 571 → 584 (+13)

0.41% more ownership

Funds ownership: 44.06% → 44.47% (+0.41%)

0% more capital invested

Capital invested by funds: $43B → $43B (+$22.3M)

34% less call options, than puts

Call options by funds: $918M | Put options by funds: $1.4B

Holders
584
Holders Change
+13
Holders Change %
+2.28%
% 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
71
Increased
225
Reduced
193
Closed
49
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$514M
3
JP Morgan Chase
JP Morgan Chase
New York
+$207M
4
Deutsche Bank
Deutsche Bank
Germany
+$145M
5
PIM
Platinum Investment Management
Australia
+$145M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.44B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$226M
3
Goldman Sachs
Goldman Sachs
New York
-$223M
4
UBS Group
UBS Group
Switzerland
-$211M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
51
Antipodes Partners
Australia
$81.5M +$7.82M +234,528 +10%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.8M +$24.7M +740,755 +39%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$80.7M +$4.21M +126,221 +5%
Korea Investment Corp
54
Korea Investment Corp
South Korea
$70.2M -$10.8M -325,070 -12%
Franklin Resources
55
Franklin Resources
California
$68.1M +$14.2M +425,431 +24%
Canada Life
56
Canada Life
Manitoba, Canada
$67.3M +$6.62M +198,605 +10%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$65M -$894K -26,821 -1%
BTCPP
58
Border to Coast Pensions Partnership
United Kingdom
$63.5M – – –
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$62.7M +$880K +26,398 +1%
PCM
60
Patient Capital Management
Maryland
$62.6M +$21.1K +633 +0%
JSSH
61
J. Safra Sarasin Holding
$61.5M -$64.6M -1,935,848 -49%
Invesco
62
Invesco
Georgia
$60.9M -$13.9M -416,226 -17%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$57.9M -$113M -3,390,206 -64%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$56.6M +$14M +419,453 +29%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$52.6M +$1.25M +37,391 +2%
BIP
66
Brandes Investment Partners
California
$48.2M -$2.02M -60,533 -4%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$47.4M -$20M -600,997 -28%
AAB
68
ABN AMRO Bank
Netherlands
$46.2M +$577K +17,300 +1%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.9M +$908K +27,213 +2%
MCM
70
Moore Capital Management
New York
$43.8M +$48.1M +1,442,286 New
GAM
71
Generali Asset Management
Italy
$41.9M +$29.2M +874,214 +127%
JAM
72
Jupiter Asset Management
United Kingdom
$38.7M -$19.2M -574,844 -31%
American Century Companies
73
American Century Companies
Missouri
$37.8M +$2.79M +83,794 +7%
EAM
74
Exane Asset Management
France
$37.4M +$1.65M +49,407 +4%
LF
75
Lansforsakringar Fondforvaltning
Sweden
$35.9M +$1.41M +42,288 +4%
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UBS Hedge Fund Activity: Q1 2025 in Review

584 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2025, worth a combined $43B — up 0.05% from $43B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UBS positions and 49 closed out — a net gain of 22 holders — while 225 added to existing stakes and 193 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1.53B. The largest seller was Norges Bank, cutting an estimated $1.44B.

  • 584 institutional investors held UBS Group (UBS) as of Q1 2025, up from 571 in Q4 2024.
  • Funds reported $43B of UBS Group stock for Q1 2025, up 0.05% quarter-over-quarter.
  • 71 funds opened new UBS Group positions in Q1 2025 and 49 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q1 2025 was Fisher Asset Management, an estimated $1.53B added.
  • The largest UBS Group seller in Q1 2025 was Norges Bank, an estimated $1.44B sold.

Based on aggregated 13F filings for Q1 2025.