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UBS Group

589 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, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$18.4M
AllianceBernstein
102
AllianceBernstein
Tennessee
$18.3M
MP
103
Mangrove Partners
Connecticut
$17.8M
SG
104
Sienna Gestion
France
$17.8M
Raymond James Financial
105
Raymond James Financial
Florida
$17.6M
UIM
106
USS Investment Management
United Kingdom
$17.5M
BAAM
107
Baker Avenue Asset Management
California
$17.2M
VOYA Investment Management
108
VOYA Investment Management
Georgia
$17.1M
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$14.4M
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$13.5M
PNAA
111
Pictet North America Advisors
Switzerland
$12.9M
HJIM
112
Henry James International Management
New York
$12.6M
GLAM
113
Gardner Lewis Asset Management
Pennsylvania
$12.5M
BBA
114
Baader Bank Aktiengesellschaft
Germany
$12.2M
PP
115
Prudential plc
United Kingdom
$12.2M
CIBC World Market
116
CIBC World Market
Ontario, Canada
$11.9M
BDCM
117
Black Diamond Capital Management
Connecticut
$11.8M
RC
118
RBF Capital
California
$11.8M
SP
119
SIH Partners
Delaware
$11.8M
CIM
120
Contravisory Investment Management
Massachusetts
$11.7M
Charles Schwab
121
Charles Schwab
California
$11.2M
MIM
122
MetLife Investment Management
New Jersey
$10.9M
PP
123
PDT Partners
New York
$10.3M
MSRPS
124
Maryland State Retirement & Pension System
Maryland
$10.2M
QCM
125
Quantinno Capital Management
New York
$10.1M