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UBS Group
UBS

Overview Fund Activity

587 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, 212 increasing their positions, 219 reducing their positions, and 49 closing their positions.

Holders
587
Holders Change
+11
Holders Change %
+1.91%
% of All Funds
7.88%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
212
Reduced
219
Closed
49
Calls
$1B
Puts
$1.06B
Net Calls
-$57M
Net Calls Change
+$423M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.88B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.98B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$605M
4
CCI
4
Cevian Capital II
Jersey
$1.63B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$2.01B

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 Market Value Shares Shares
Change 		Shares
Change %
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$18.4M 542,976 +405,370 +295%
AllianceBernstein
102
AllianceBernstein
Tennessee
$18.3M 541,095 -38,196 -7%
MP
103
Mangrove Partners
Connecticut
$17.8M 527,637 – –
SG
104
Sienna Gestion
France
$17.8M 577,949 +577,949 New
Raymond James Financial
105
Raymond James Financial
Florida
$17.6M 521,054 -272,431 -34%
UIM
106
USS Investment Management
United Kingdom
$17.5M 516,436 – –
BAAM
107
Baker Avenue Asset Management
California
$17.2M 509,982 -2,501 -0.5%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$17.1M 507,951 -8,566 -2%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$14.4M 426,291 -58,397 -12%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$13.5M 398,349 +257,680 +183%
PNAA
111
Pictet North America Advisors
Switzerland
$12.9M 382,355 – –
HJIM
112
Henry James International Management
New York
$12.6M 372,723 -38,200 -9%
GLAM
113
Gardner Lewis Asset Management
Pennsylvania
$12.5M 368,696 -2,000 -0.5%
BBA
114
Baader Bank Aktiengesellschaft
Germany
$12.2M 360,840 – –
PP
115
Prudential plc
United Kingdom
$12.2M 360,657 +61,009 +20%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$11.9M 350,316 -4,650 -1%
BDCM
117
Black Diamond Capital Management
Connecticut
$11.8M 350,000 – –
RC
118
RBF Capital
California
$11.8M 348,859 +23,859 +7%
SP
119
SIH Partners
Delaware
$11.8M 348,176 -3,697,367 -91%
CIM
120
Contravisory Investment Management
Massachusetts
$11.7M 345,381 -2,479 -0.7%
Charles Schwab
121
Charles Schwab
California
$11.2M 331,410 +30,996 +10%
MIM
122
MetLife Investment Management
New Jersey
$10.9M 321,595 -19,726 -6%
PP
123
PDT Partners
New York
$10.3M 305,378 +305,378 New
MSRPS
124
Maryland State Retirement & Pension System
Maryland
$10.2M 302,560 -115,146 -28%
QCM
125
Quantinno Capital Management
New York
$10.1M 299,953 +14,057 +5%
3 4
5
6 7