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UBS Group

670 hedge funds and large institutions have $44.3B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 220 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
TAM
726
Titleist Asset Management
Texas
FFS
727
Fortress Financial Solutions
Arizona
Financial Engines Advisors
728
Financial Engines Advisors
California
TIAA Trust, National Association
729
TIAA Trust, National Association
North Carolina
EWA
730
Exencial Wealth Advisors
Oklahoma
AG
731
AlTi Global
New York
SCM
732
Shelton Capital Management
Colorado
CPA
733
Capital Performance Advisors
California
IUHSA
734
Itau Unibanco Holding S.A.
Brazil
CSP
735
Cary Street Partners
Virginia
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
VEA
737
Virtus ETF Advisers
New York
KBFS
738
Kohmann Bosshard Financial Services
Ohio
CIA
739
Cape Investment Advisory
Georgia
NL
740
Navalign LLC
California
UFPG
741
United Financial Planning Group
New York
WAS
742
Winch Advisory Services
Wisconsin
WWA
743
Wealth Watch Advisors
Colorado
FIM
744
FWL Investment Management
Texas
IIM
745
IFC & Insurance Marketing
California
CCM
746
Copeland Capital Management
Pennsylvania
QWM
747
Quaker Wealth Management
New Jersey
RS
748
Rakuten Securities
Japan
VWM
749
Valley Wealth Managers
New Jersey
EW
750
Elyxium Wealth
California