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UBS Group

602 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
101
USS Investment Management
United Kingdom
$21.1M
EDRH
102
Edmond de Rothschild Holding
Switzerland
$20.8M
BAAM
103
Baker Avenue Asset Management
California
$20.4M
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$18.7M
Charles Schwab
105
Charles Schwab
California
$17.7M
QCM
106
Quantinno Capital Management
New York
$16M
VOYA Investment Management
107
VOYA Investment Management
Georgia
$15.8M
PNAA
108
Pictet North America Advisors
Switzerland
$15.6M
GLAM
109
Gardner Lewis Asset Management
Pennsylvania
$15.1M
CIBC World Market
110
CIBC World Market
Ontario, Canada
$15M
HJIM
111
Henry James International Management
New York
$15M
BBA
112
Baader Bank Aktiengesellschaft
Germany
$14.7M
RC
113
RBF Capital
California
$14.3M
Optiver Holding
114
Optiver Holding
Netherlands
$14M
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$13.6M
PP
116
Prudential plc
United Kingdom
$13.5M
CIM
117
Contravisory Investment Management
Massachusetts
$13.3M
Creative Planning
118
Creative Planning
Kansas
$13.3M
Fiera Capital (Canada)
119
Fiera Capital (Canada)
Quebec, Canada
$12.9M
PP
120
PDT Partners
New York
$12.5M
MIM
121
MetLife Investment Management
New Jersey
$12.3M
CGH
122
Crossmark Global Holdings
Texas
$11.4M
LFM
123
LGT Fund Management
Liechtenstein
$11.3M
Lazard Asset Management
124
Lazard Asset Management
New York
$10.9M
UBS AM
125
UBS AM
Illinois
$10.6M