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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
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
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

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 Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$10.1M +$585K +17,305 +6%
Macquarie Group
127
Macquarie Group
Australia
$9.9M +$213K +7,860 +2%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$9.76M +$9.19M +271,649 +1,602%
CGH
129
Crossmark Global Holdings
Texas
$9.41M +$281K +8,322 +3%
VPI
130
Value Partners Investments
Manitoba, Canada
$8.79M -$34.7K -1,025 -0.4%
Creative Planning
131
Creative Planning
Kansas
$8.76M -$1.33M -39,316 -13%
Fiera Capital (Canada)
132
Fiera Capital (Canada)
Quebec, Canada
$8.55M +$1.21M +35,894 +17%
LFM
133
LGT Fund Management
Liechtenstein
$8.26M -$3.3M -97,461 -29%
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$7.34M +$507K +15,042 +7%
PC
135
Promethos Capital
Massachusetts
$7.28M +$430K +12,710 +6%
LPL Financial
136
LPL Financial
California
$7.28M -$375K -11,096 -5%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$6.88M -$602K -17,850 -8%
JFG
138
Jefferies Financial Group
New York
$6.84M +$1.73M +50,992 +34%
First Trust Advisors
139
First Trust Advisors
Illinois
$6.75M +$101 +3 +0%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$6.45M -$1.2M -35,644 -16%
QCM
141
QRG Capital Management
Illinois
$6.36M -$654K -19,329 -9%
Corient Private Wealth
142
Corient Private Wealth
Florida
$6.22M +$3.73M +110,160 +149%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$6.14M +$798K +23,627 +15%
VPIM
144
Vanguard Personalized Indexing Management
California
$6.13M -$345K -10,180 -5%
Mariner
145
Mariner
Kansas
$6.12M +$152K +4,483 +3%
Cerity Partners
146
Cerity Partners
New York
$5.66M -$195K -5,761 -3%
1C
147
111 Capital
France
$5.44M +$3.98M +117,534 +272%
DK
148
DJE Kapital
Germany
$5.4M -$9.66M -290,646 -64%
RFWA
149
RPg Family Wealth Advisory
Massachusetts
$5.25M -$4.28M -126,682 -45%
PC
150
Permanens Capital
New York
$5.13M +$707K +20,899 +16%
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