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UBS Group
UBS

Overview Fund Activity

587 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, 219 reducing their positions, and 49 closing their positions.

Holders
587
Holders Change
+11
Holders Change %
+1.91%
% of All Funds
7.88%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
212
Reduced
219
Closed
49
Calls
$1B
Puts
$1.06B
Net Calls
-$57M
Net Calls Change
+$423M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.88B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.98B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$605M
4
CCI
4
Cevian Capital II
Jersey
$1.63B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$2.01B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$42.2M 1,248,597 +13,582 +1%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$37.6M 1,114,841 +32,968 +3%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$35.8M 1,061,842 +1,045,540 +6,414%
BPC
79
Banque Pictet & Cie
Switzerland
$34.9M 1,033,470 +211,199 +26%
JAM
80
Jupiter Asset Management
United Kingdom
$33.7M 999,014 -276,831 -22%
CCP
81
Crocodile Capital Partners
Germany
$33.7M 995,000 +425,000 +75%
EAM
82
Exane Asset Management
France
$32.7M 1,038,991 -251,444 -19%
WorldQuant Millennium Advisors
83
WorldQuant Millennium Advisors
New York
$29.7M 878,317 +206,127 +31%
GL
84
Governors Lane
New York
$29.7M 877,822 +179,922 +26%
GH
85
GAM Holding
Switzerland
$29M 859,043 +859,043 New
Wells Fargo
86
Wells Fargo
California
$27.8M 822,982 +83,348 +11%
AV
87
ASR Vermogensbeheer
Netherlands
$26.8M 794,098 +3,322 +0.4%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$26M 767,981 -372,424 -33%
FFM
89
Fullerton Fund Management
Singapore
$25.1M 745,363 -383,950 -34%
CGA
90
Channing Global Advisors
Florida
$25M 741,861 -3,907 -0.5%
LCS
91
Levin Capital Strategies
New York
$24.4M 720,476 +307,860 +75%
ATN
92
AMF Tjänstepension
Sweden
$24M 708,033 +79,163 +13%
Millennium Management
93
Millennium Management
New York
$23.9M 705,553 +450,725 +177%
HGP
94
Haven Global Partners
Georgia
$22.8M 675,824 +91,152 +16%
EDRH
95
Edmond de Rothschild Holding
Switzerland
$22.7M 674,660 +149,157 +28%
Franklin Resources
96
Franklin Resources
California
$21.6M 637,302 -1,578,028 -71%
GLA
97
Great Lakes Advisors
Illinois
$21.2M 627,657 +553,538 +747%
S
98
Systrade
Liechtenstein
$20.9M 625,000 +30,000 +5%
ZIG
99
Zurich Insurance Group
Switzerland
$19M 564,070 -244,412 -30%
Stifel Financial
100
Stifel Financial
Missouri
$18.5M 547,729 +10,194 +2%
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4
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