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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
SP
51
SIH Partners
Delaware
$121M +$79.5M +1,968,033 +305%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$115M +$84.4M +2,089,335 +568%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$115M -$558K -13,813 -0.6%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$114M -$11.5M -285,767 -10%
Korea Investment Corp
55
Korea Investment Corp
South Korea
$113M +$28M +692,573 +40%
BTCPP
56
Border to Coast Pensions Partnership
United Kingdom
$108M
LIP
57
Liontrust Investment Partners
United Kingdom
$104M -$1.04M -25,733 -1%
MCM
58
Moore Capital Management
New York
$102M +$22M +543,812 +33%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$102M -$288M -7,131,994 -76%
Invesco
60
Invesco
Georgia
$102M +$16.8M +415,224 +23%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$99.4M -$27.7M -684,622 -24%
Alyeska Investment Group
62
Alyeska Investment Group
Illinois
$99M +$86.4M +2,138,351 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$97.1M -$1.32M -32,653 -2%
Fidelity International
64
Fidelity International
Bermuda
$96.4M -$2.52M -62,465 -3%
GAM
65
Generali Asset Management
Italy
$91.7M +$5.76M +142,490 +6%
AAB
66
ABN AMRO Bank
Netherlands
$87.8M +$5.03M +124,558 +7%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$87M -$3.64M -90,123 -5%
Marshall Wace
68
Marshall Wace
United Kingdom
$84.9M +$73.5M +1,819,630 New
American Century Companies
69
American Century Companies
Missouri
$82.8M +$8.16M +201,878 +13%
Credit Agricole
70
Credit Agricole
France
$81.2M +$4.14M +102,457 +6%
BPC
71
Banque Pictet & Cie
Switzerland
$70.9M +$8.76M +216,866 +17%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66M -$190K -4,693 -0.3%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$65.4M -$6.62M -163,797 -10%
LF
74
Lansforsakringar Fondforvaltning
Sweden
$63.8M +$1.23M +30,427 +2%
BIP
75
Brandes Investment Partners
California
$63.6M -$2.13M -52,807 -4%