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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
4
Deutsche Bank
Germany
$960M
5
PIM
5
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
2
Goldman Sachs
New York
$483M
3
UBS Group
3
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
5
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
101
Baker Avenue Asset Management
California
$15.7M -$151K -4,925 -1%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$15.7M -$1.32M -43,477 -8%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$14.8M -$141K -4,606 -0.9%
DK
104
DJE Kapital
Germany
$13.6M +$6.52M +217,831 +93%
JCM
105
Janney Capital Management
Pennsylvania
$13.4M -$774K -25,264 -5%
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$12.7M +$3.32M +109,105 +35%
Citadel Advisors
107
Citadel Advisors
Florida
$12.7M +$9.74M +317,917 +333%
LCS
108
Levin Capital Strategies
New York
$12.6M -$15.6M -508,132 -55%
HJIM
109
Henry James International Management
New York
$12.6M -$214 -7 -0%
Caisse de Depot et Placement du Quebec (CDPQ)
110
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.4M -$14.3M -472,267 -54%
PNAA
111
Pictet North America Advisors
Switzerland
$11.6M – – –
GLAM
112
Gardner Lewis Asset Management
Pennsylvania
$11.4M -$38.3K -1,250 -0.3%
BBA
113
Baader Bank Aktiengesellschaft
Germany
$11M +$329K +10,840 +3%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$10.8M +$59.6K +1,961 +0.6%
BDCM
115
Black Diamond Capital Management
Connecticut
$10.7M – – –
CIM
116
Contravisory Investment Management
Massachusetts
$10.7M +$960K +31,355 +10%
MIM
117
MetLife Investment Management
New Jersey
$10.4M -$1.35M -44,166 -11%
LFM
118
LGT Fund Management
Liechtenstein
$10.4M +$2.02M +66,606 +24%
RC
119
RBF Capital
California
$9.95M – – –
Macquarie Group
120
Macquarie Group
Australia
$9.65M +$9.27M +343,411 +2,453%
Charles Schwab
121
Charles Schwab
California
$9.2M +$1.26M +41,088 +16%
Creative Planning
122
Creative Planning
Kansas
$9.14M +$976K +31,874 +12%
PP
123
Prudential plc
United Kingdom
$9.11M +$452K +14,886 +5%
QCM
124
Quantinno Capital Management
New York
$8.76M +$1.05M +34,225 +14%
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$8.64M +$161K +5,261 +2%
3 4
5
6 7