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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
76
Banque Pictet & Cie
Switzerland
$53.2M +$10.5M +269,518 +26%
Ameriprise
77
Ameriprise
Minnesota
$50.7M -$78.8M -2,028,294 -62%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$47M +$1.38M +35,482 +3%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$45.7M +$32.1M +825,350 +286%
AP
80
Antipodes Partners
Australia
$44.5M -$52.1M -1,342,375 -55%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$43.4M -$24.4K -627 -0.1%
CCP
82
Crocodile Capital Partners
Germany
$41.4M +$583K +15,000 +2%
WorldQuant Millennium Advisors
83
WorldQuant Millennium Advisors
New York
$36M +$129K +3,313 +0.4%
GH
84
GAM Holding
Switzerland
$35.7M +$535K +13,776 +2%
AV
85
ASR Vermogensbeheer
Netherlands
$34.3M +$1.75M +45,095 +6%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$33.6M +$16.3M +420,468 +106%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$32.2M +$843K +21,702 +3%
EAM
88
Exane Asset Management
France
$30.1M -$9.71M -249,990 -24%
FFM
89
Fullerton Fund Management
Singapore
$29.7M -$702K -18,071 -2%
LCS
90
Levin Capital Strategies
New York
$28.6M -$844K -21,740 -3%
AllianceBernstein
91
AllianceBernstein
Tennessee
$28.2M +$5.7M +146,816 +27%
HGP
92
Haven Global Partners
Georgia
$27.7M +$126K +3,248 +0.5%
CGA
93
Channing Global Advisors
Florida
$27.5M -$2.66M -68,452 -9%
Wells Fargo
94
Wells Fargo
California
$27M -$6.43M -165,550 -20%
ZIG
95
Zurich Insurance Group
Switzerland
$26.7M +$3.56M +91,590 +16%
SP
96
SIH Partners
Delaware
$26.5M +$11.6M +297,637 +85%
GLA
97
Great Lakes Advisors
Illinois
$25.7M -$3.96K -102 -0%
S
98
Systrade
Liechtenstein
$25.5M
Raymond James Financial
99
Raymond James Financial
Florida
$24.5M +$2.94M +75,744 +15%
Stifel Financial
100
Stifel Financial
Missouri
$22.5M +$44.7K +1,152 +0.2%