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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$101M +$7.05M +181,593 +8%
BTCPP
52
Border to Coast Pensions Partnership
United Kingdom
$94.3M
LIP
53
Liontrust Investment Partners
United Kingdom
$92.3M +$5.07M +130,424 +6%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$87.3M -$284K -7,317 -0.3%
Fidelity International
55
Fidelity International
Bermuda
$87M -$139M -3,580,262 -63%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$79.4M -$2.23M -57,499 -3%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$78.9M +$954K +24,552 +1%
GAM
58
Generali Asset Management
Italy
$76M +$14.8M +380,665 +19%
Invesco
59
Invesco
Georgia
$73M +$5.68M +146,155 +9%
AAB
60
ABN AMRO Bank
Netherlands
$71.8M +$7.56M +194,764 +12%
Franklin Resources
61
Franklin Resources
California
$71M +$42.3M +1,089,938 +171%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$70.8M +$544K +13,997 +0.8%
Korea Investment Corp
63
Korea Investment Corp
South Korea
$70.6M -$2.91M -75,037 -4%
JSSH
64
J. Safra Sarasin Holding
$70.1M -$2.02M -52,001 -3%
AIM
65
ARGA Investment Management
Connecticut
$68.9M -$218M -5,603,001 -77%
Credit Agricole
66
Credit Agricole
France
$67.7M +$64.1M +1,651,615 New
MCM
67
Moore Capital Management
New York
$67.5M -$31.5M -812,371 -33%
Renaissance Technologies
68
Renaissance Technologies
New York
$65.7M -$34M -874,700 -35%
American Century Companies
69
American Century Companies
Missouri
$65M +$13.1M +337,208 +27%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$64.6M -$2M -51,525 -3%
PCM
71
Patient Capital Management
Maryland
$61.5M -$17M -436,790 -23%
PIM
72
Platinum Investment Management
Australia
$59M -$51.9M -1,335,911 -48%
BIP
73
Brandes Investment Partners
California
$58.4M -$12.8M -329,007 -19%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.8M -$128K -3,293 -0.2%
LF
75
Lansforsakringar Fondforvaltning
Sweden
$54.6M +$1.78M +45,811 +4%