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UBS Group

589 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, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$90.5M
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$89.2M
Viking Global Investors
53
Viking Global Investors
Connecticut
$87.3M
Renaissance Technologies
54
Renaissance Technologies
New York
$83.8M
MCM
55
Moore Capital Management
New York
$83.4M
AP
56
Antipodes Partners
Australia
$82M
BTCPP
57
Border to Coast Pensions Partnership
United Kingdom
$77.8M
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.3M
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$72.3M
LIP
60
Liontrust Investment Partners
United Kingdom
$71.8M
Jane Street
61
Jane Street
New York
$70.9M
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$67.5M
PCM
63
Patient Capital Management
Maryland
$65.5M
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$64.3M
Korea Investment Corp
65
Korea Investment Corp
South Korea
$60.8M
JSSH
66
J. Safra Sarasin Holding
$59.6M
BIP
67
Brandes Investment Partners
California
$59.3M
HSBC Holdings
68
HSBC Holdings
United Kingdom
$58M
Invesco
69
Invesco
Georgia
$55.3M
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$55.1M
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$54.9M
AAB
72
ABN AMRO Bank
Netherlands
$53.3M
GAM
73
Generali Asset Management
Italy
$52.5M
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M
LF
75
Lansforsakringar Fondforvaltning
Sweden
$43.5M