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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 %
TI
151
Trexquant Investment
Connecticut
$5.12M +$5.12M +151,537 New
ISL
152
Ingalls & Snyder LLC
New York
$5.08M +$5.08M +150,061 New
CDIEC
153
Crédit Industriel et Commercial
France
$4.95M +$210K +6,245 +4%
SEI Investments
154
SEI Investments
Pennsylvania
$4.93M -$2.64M -78,129 -35%
RWM
155
Ritholtz Wealth Management
New York
$4.88M -$1.25M -37,059 -20%
AQR Capital Management
156
AQR Capital Management
Connecticut
$4.7M +$2.57M +76,121 +121%
HCM
157
Helios Capital Management
Singapore
$4.6M +$813K +24,000 +21%
ITC
158
Inspire Trust Company
Nevada
$4.57M +$744K +22,000 +19%
ClearBridge Investments
159
ClearBridge Investments
New York
$4.57M -$340K -10,058 -7%
TCCM
160
Timber Creek Capital Management
Massachusetts
$4.4M -$2.14K -57 -0%
LNWWM
161
Laird Norton Wetherby Wealth Management
California
$4.38M +$4.38M +129,469 New
KAS
162
Kestra Advisory Services
Texas
$4.37M -$545K -16,100 -11%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$4.32M +$260K +7,688 +6%
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$4.22M -$116K -3,328 -3%
VA
165
Vident Advisory
Georgia
$4.12M -$86.9K -2,573 -2%
CCIA
166
Campbell & Co Investment Adviser
Maryland
$4.06M +$4.06M +119,894 New
GLF
167
Groupe la Francaise
France
$4.03M +$1.14M +33,826 +39%
HighTower Advisors
168
HighTower Advisors
Illinois
$3.97M -$25K -739 -0.6%
GAM
169
Groupama Asset Management
France
$3.9M -$97.2K -3,629 -2%
Acadian Asset Management
170
Acadian Asset Management
Massachusetts
$3.74M -$14M -416,728 -79%
MFS
171
Mirabella Financial Services
United Kingdom
$3.7M +$3.7M +109,430 New
QCG
172
Quadrant Capital Group
Ohio
$3.61M -$387K -11,446 -10%
MGP
173
Metis Global Partners
California
$3.6M +$265K +7,833 +8%
MCM
174
Mitchell Capital Management
Kansas
$3.48M -$499K -13,862 -13%
OBAM
175
ODDO BHF Asset Management
France
$3.43M +$2.95M +109,785 +610%
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