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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$58.8M +$50.9M +1,260,085 New
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$58.7M +$18.2M +449,331 +55%
RG
78
Rathbones Group
United Kingdom
$56.3M +$48.8M +1,207,500 New
LCIP
79
Life Cycle Investment Partners
$55.9M +$61.1M +1,512,017 New
PCM
80
Patient Capital Management
Maryland
$55M -$12.7M -313,523 -21%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$53.6M -$49.6K -1,227 -0.1%
Ameriprise
82
Ameriprise
Minnesota
$52.9M -$3.73M -92,378 -7%
JSSH
83
J. Safra Sarasin Holding
$52.3M -$24M -593,915 -35%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$49.6M +$44.4K +1,100 +0.1%
CCP
85
Crocodile Capital Partners
Germany
$49.6M +$2.42M +60,000 +6%
GH
86
GAM Holding
Switzerland
$47.6M +$5.96M +147,532 +17%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$43.2M +$5.54M +137,009 +17%
AP
88
Antipodes Partners
Australia
$41.5M -$8.06M -199,422 -18%
AV
89
ASR Vermogensbeheer
Netherlands
$40.3M +$984K +24,349 +3%
ZIG
90
Zurich Insurance Group
Switzerland
$39.6M +$7.86M +194,626 +30%
AQR Capital Management
91
AQR Capital Management
Connecticut
$32.4M +$19.8M +490,353 +236%
Raymond James Financial
92
Raymond James Financial
Florida
$32M +$3.82M +94,586 +16%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$32M -$17.1M -423,230 -38%
CGA
94
Channing Global Advisors
Florida
$32M +$494K +12,227 +2%
Wells Fargo
95
Wells Fargo
California
$31.3M +$781K +19,321 +3%
HGP
96
Haven Global Partners
Georgia
$31.2M -$406K -10,044 -1%
LCS
97
Levin Capital Strategies
New York
$30.5M -$1.61M -39,816 -6%
S
98
Systrade
Liechtenstein
$29.1M
EAM
99
Exane Asset Management
France
$28.9M -$4.99M -123,543 -16%
AllianceBernstein
100
AllianceBernstein
Tennessee
$28.7M -$2.77M -68,491 -10%