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UBS Group

596 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

2% more funds holding

Funds holding: 584596 (+12)

4% more capital invested

Capital invested by funds: $43B → $44.5B (+$1.51B)

4% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

2.81% less ownership

Funds ownership: 44.47%41.66% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
7.85%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
75
Increased
213
Reduced
221
Closed
53
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
76
American Century Companies
Missouri
$42.2M +$420K +13,582 +1%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$37.6M +$1.02M +32,968 +3%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$35.8M +$32.4M +1,045,540 +6,414%
BPC
79
Banque Pictet & Cie
Switzerland
$34.9M +$6.54M +211,199 +26%
JAM
80
Jupiter Asset Management
United Kingdom
$33.7M -$8.57M -276,831 -22%
CCP
81
Crocodile Capital Partners
Germany
$33.7M +$13.2M +425,000 +75%
EAM
82
Exane Asset Management
France
$32.7M -$7.78M -251,444 -19%
WorldQuant Millennium Advisors
83
WorldQuant Millennium Advisors
New York
$29.7M +$6.38M +206,127 +31%
GL
84
Governors Lane
New York
$29.7M +$5.57M +179,922 +26%
GH
85
GAM Holding
Switzerland
$29M +$26.6M +859,043 New
Wells Fargo
86
Wells Fargo
California
$27.8M +$2.58M +83,348 +11%
AV
87
ASR Vermogensbeheer
Netherlands
$26.8M +$103K +3,322 +0.4%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$26M -$11.5M -372,424 -33%
FFM
89
Fullerton Fund Management
Singapore
$25.1M -$11.9M -383,950 -34%
CGA
90
Channing Global Advisors
Florida
$25M -$121K -3,907 -0.5%
LCS
91
Levin Capital Strategies
New York
$24.4M +$9.53M +307,860 +75%
AT
92
AMF Tjänstepension
Sweden
$24M +$2.45M +79,163 +13%
Millennium Management
93
Millennium Management
New York
$23.9M +$13.9M +450,725 +177%
HGP
94
Haven Global Partners
Georgia
$22.8M +$2.82M +91,152 +16%
EDRH
95
Edmond de Rothschild Holding
Switzerland
$22.7M +$4.62M +149,157 +28%
Franklin Resources
96
Franklin Resources
California
$21.6M -$48.8M -1,578,028 -71%
GLA
97
Great Lakes Advisors
Illinois
$21.2M +$17.1M +553,538 +747%
S
98
Systrade
Liechtenstein
$20.9M +$928K +30,000 +5%
ZIG
99
Zurich Insurance Group
Switzerland
$19M -$7.56M -244,412 -30%
Stifel Financial
100
Stifel Financial
Missouri
$18.5M +$315K +10,194 +2%

UBS Hedge Fund Activity: Q2 2025 in Review

596 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2025, worth a combined $44.5B — up 3.5% from $43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new UBS positions and 53 closed out — a net gain of 22 holders — while 213 added to existing stakes and 221 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $261M. The largest seller was UBS Group, cutting an estimated $970M.

  • 596 institutional investors held UBS Group (UBS) as of Q2 2025, up from 584 in Q1 2025.
  • Funds reported $44.5B of UBS Group stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 75 funds opened new UBS Group positions in Q2 2025 and 53 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q2 2025 was Fisher Asset Management, an estimated $261M added.
  • The largest UBS Group seller in Q2 2025 was UBS Group, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2025.