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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
101
Fiera Capital (Canada)
Quebec, Canada
$26.5M
Stifel Financial
102
Stifel Financial
Missouri
$25.6M
EDRH
103
Edmond de Rothschild Holding
Switzerland
$25.4M
MIF
104
Mediolanum International Funds
Ireland
$25.3M
EI
105
EFG International
$24.4M
UIM
106
USS Investment Management
United Kingdom
$24M
WorldQuant Millennium Advisors
107
WorldQuant Millennium Advisors
New York
$24M
BAAM
108
Baker Avenue Asset Management
California
$23.3M
Charles Schwab
109
Charles Schwab
California
$22.4M
QCM
110
Quantinno Capital Management
New York
$22M
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$21.6M
VOYA Investment Management
112
VOYA Investment Management
Georgia
$19.5M
PTPFOECYE
113
PBU - The Pension Fund of Early Childhood & Youth Educators
$17.7M
PNAA
114
Pictet North America Advisors
Switzerland
$17.3M
GLAM
115
Gardner Lewis Asset Management
Pennsylvania
$17M
BBA
116
Baader Bank Aktiengesellschaft
Germany
$16.8M
Creative Planning
117
Creative Planning
Kansas
$16.5M
HJIM
118
Henry James International Management
New York
$15.8M
RC
119
RBF Capital
California
$15.7M
PP
120
Prudential plc
United Kingdom
$15.7M
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$15.5M
CIM
122
Contravisory Investment Management
Massachusetts
$14.3M
PP
123
PDT Partners
New York
$14.2M
Jane Street
124
Jane Street
New York
$14M
Lazard Asset Management
125
Lazard Asset Management
New York
$13.7M