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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
126
Lazard Asset Management
New York
$13.7M +$1.19M +29,388 +11%
LFM
127
LGT Fund Management
Liechtenstein
$13.7M +$613K +15,184 +5%
MIM
128
MetLife Investment Management
New Jersey
$13.3M -$503K -12,448 -4%
LSA
129
Leonteq Securities AG
Switzerland
$13.2M +$14.4M +356,549 New
LPL Financial
130
LPL Financial
California
$13.1M +$1.2M +29,773 +12%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$11.8M +$141K +3,494 +1%
CIC
132
Chilton Investment Company
Connecticut
$11.4M +$9.96M +246,392 New
CGH
133
Crossmark Global Holdings
Texas
$11.1M -$1.49M -36,926 -13%
VPI
134
Value Partners Investments
Manitoba, Canada
$11.1M
Corient Private Wealth
135
Corient Private Wealth
Florida
$10.8M +$4.37M +108,086 +87%
PC
136
Promethos Capital
Massachusetts
$10.8M -$1.21M -29,997 -11%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$10.4M +$748K +18,509 +9%
Millennium Management
138
Millennium Management
New York
$10.3M -$528K -13,066 -6%
LIP
139
Lighthouse Investment Partners
Florida
$10.3M +$3.09M +76,579 +52%
Mariner
140
Mariner
Kansas
$10.1M +$376K +9,297 +4%
RFWA
141
RPg Family Wealth Advisory
Massachusetts
$9.82M +$2.31M +57,191 +37%
JFG
142
Jefferies Financial Group
New York
$9.75M +$6.82M +168,793 +416%
PC
143
Permanens Capital
New York
$9.61M +$2.24M +55,495 +37%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$9.57M +$595K +14,719 +8%
Renaissance Technologies
145
Renaissance Technologies
New York
$9.57M -$56.4M -1,396,600 -87%
DK
146
DJE Kapital
Germany
$9.49M +$1.64M +40,679 +25%
BDCMI
147
Black Diamond Capital Management I
$9.26M
NSUP
148
NLB Skladi upravljanje premozenja
$9.21M +$7.99M +197,727 New
M&T Bank
149
M&T Bank
New York
$8.87M +$2.19M +54,241 +39%
VPIM
150
Vanguard Personalized Indexing Management
California
$8.84M -$158K -3,918 -2%