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UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$944M
Puts
$1.21B
Net Calls
Net Calls Change

Top Buyers

1 +$2.43B
2 +$234M
3 +$171M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
5
Amundi
Amundi
France
+$144M

Top Sellers

1 -$1.44B
2 -$595M
3 -$565M
4
JP Morgan Chase
JP Morgan Chase
New York
-$555M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$426M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
726
Capital Investment Advisors
Georgia
AGC
727
Aspen Grove Capital
Colorado
GC
728
Granville Capital
North Carolina
SF
729
Summit Financial
New Jersey
5NPW
730
55 North Private Wealth
Florida
TFA
731
Tranquilli Financial Advisor
New Jersey
SFC
732
SYM Financial Corp
Indiana
SW
733
SVB Wealth
Massachusetts
CIA
734
Choate Investment Advisors
Massachusetts
TAM
735
Titleist Asset Management
Texas
FFS
736
Fortress Financial Solutions
Arizona
Financial Engines Advisors
737
Financial Engines Advisors
California
TIAA Trust, National Association
738
TIAA Trust, National Association
North Carolina
EWA
739
Exencial Wealth Advisors
Oklahoma
AG
740
AlTi Global
New York
SCM
741
Shelton Capital Management
Colorado
CPA
742
Capital Performance Advisors
California
IUHSA
743
Itau Unibanco Holding S.A.
Brazil
CSP
744
Cary Street Partners
Virginia
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
VEA
746
Virtus ETF Advisers
New York
KBFS
747
Kohmann Bosshard Financial Services
Ohio
CIA
748
Cape Investment Advisory
Georgia
FWA
749
Flagship Wealth Advisors
Massachusetts
NL
750
Navalign LLC
California