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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.

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

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
Goldman Sachs
New York
$483M
3
UBS Group
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$8.61M -$336K -10,958 -4%
CGH
127
Crossmark Global Holdings
Texas
$8.27M +$317K +10,365 +4%
VPI
128
Value Partners Investments
Manitoba, Canada
$8M +$8M +260,881 New
Millennium Management
129
Millennium Management
New York
$7.81M +$7.52M +245,348 +2,588%
LPL Financial
130
LPL Financial
California
$6.93M +$938K +30,617 +16%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$6.92M +$8.8K +288 +0.1%
SEI Investments
132
SEI Investments
Pennsylvania
$6.86M +$820K +26,775 +14%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$6.74M – – –
Fiera Capital (Canada)
134
Fiera Capital (Canada)
Quebec, Canada
$6.65M +$1.81M +59,012 +37%
QCM
135
QRG Capital Management
Illinois
$6.35M -$2.15M -70,135 -25%
PC
136
Promethos Capital
Massachusetts
$6.22M +$507K +16,501 +9%
NG
137
NatWest Group
United Kingdom
$6.16M +$95.2K +3,108 +2%
Assenagon Asset Management
138
Assenagon Asset Management
Luxembourg
$6.15M +$48.9K +1,609 +0.8%
First Trust Advisors
139
First Trust Advisors
Illinois
$6.12M -$1.32M -42,915 -18%
VPIM
140
Vanguard Personalized Indexing Management
California
$5.86M +$624K +20,372 +12%
MIF
141
Mediolanum International Funds
Ireland
$5.62M +$1.1M +34,733 +24%
PL
142
Parkwood LLC
Ohio
$5.59M -$468K -15,402 -8%
RWM
143
Ritholtz Wealth Management
New York
$5.55M -$781K -25,513 -12%
Mariner
144
Mariner
Kansas
$5.41M +$224K +7,315 +4%
Cerity Partners
145
Cerity Partners
New York
$5.3M +$2.49M +81,214 +88%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$4.83M -$735K -24,072 -13%
SICM
147
Sustainable Insight Capital Management
New York
$4.69M +$4.69M +154,375 New
JFG
148
Jefferies Financial Group
New York
$4.6M +$3.75M +123,422 +443%
ET
149
Entropy Technologies
New York
$4.57M +$4.57M +149,362 New
KAS
150
Kestra Advisory Services
Texas
$4.45M +$11.8K +386 +0.3%
4 5
6
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