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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.91%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

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 Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$42.2M +$459K +13,582 +1%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$37.6M +$1.11M +32,968 +3%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$35.8M +$35.3M +1,045,540 +6,414%
BPC
79
Banque Pictet & Cie
Switzerland
$34.9M +$7.12M +211,199 +26%
JAM
80
Jupiter Asset Management
United Kingdom
$33.7M -$9.34M -276,831 -22%
CCP
81
Crocodile Capital Partners
Germany
$33.7M +$14.4M +425,000 +75%
EAM
82
Exane Asset Management
France
$32.7M -$7.92M -251,444 -19%
WorldQuant Millennium Advisors
83
WorldQuant Millennium Advisors
New York
$29.7M +$6.98M +206,127 +31%
GL
84
Governors Lane
New York
$29.7M +$6.09M +179,922 +26%
GH
85
GAM Holding
Switzerland
$29M +$29M +859,043 New
Wells Fargo
86
Wells Fargo
California
$27.8M +$2.82M +83,348 +11%
AV
87
ASR Vermogensbeheer
Netherlands
$26.8M +$112K +3,322 +0.4%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$26M -$12.6M -372,424 -33%
FFM
89
Fullerton Fund Management
Singapore
$25.1M -$13M -383,950 -34%
CGA
90
Channing Global Advisors
Florida
$25M -$132K -3,907 -0.5%
LCS
91
Levin Capital Strategies
New York
$24.4M +$10.4M +307,860 +75%
ATN
92
AMF Tjänstepension
Sweden
$24M +$2.68M +79,163 +13%
Millennium Management
93
Millennium Management
New York
$23.9M +$15.2M +450,725 +177%
HGP
94
Haven Global Partners
Georgia
$22.8M +$3.07M +91,152 +16%
EDRH
95
Edmond de Rothschild Holding
Switzerland
$22.7M +$5.02M +149,157 +28%
Franklin Resources
96
Franklin Resources
California
$21.6M -$53.6M -1,578,028 -71%
GLA
97
Great Lakes Advisors
Illinois
$21.2M +$18.7M +553,538 +747%
S
98
Systrade
Liechtenstein
$20.9M +$1.01M +30,000 +5%
ZIG
99
Zurich Insurance Group
Switzerland
$19M -$8.25M -244,412 -30%
Stifel Financial
100
Stifel Financial
Missouri
$18.5M +$345K +10,194 +2%
2 3
4
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