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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
Point72 Asset Management
151
Point72 Asset Management
Connecticut
$8.08M
LNWTC
152
Laird Norton Wetherby Trust Company
Washington
$8.02M
AIMCA
153
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.92M
VAS
154
Vestmark Advisory Solutions
Massachusetts
$7.77M
SEI Investments
155
SEI Investments
Pennsylvania
$7.67M
Cerity Partners
156
Cerity Partners
New York
$7.4M
First Trust Advisors
157
First Trust Advisors
Illinois
$7.39M
QCM
158
QRG Capital Management
Illinois
$7.39M
RWM
159
Ritholtz Wealth Management
New York
$7.19M
MYIA
160
Mount Yale Investment Advisors
Colorado
$6.89M
TPM
161
Triasima Portfolio Management
Quebec, Canada
$6.69M
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$6.54M
Two Sigma Investments
163
Two Sigma Investments
New York
$6.51M
NG
164
NatWest Group
United Kingdom
$6.42M
CFO
165
Callan Family Office
Pennsylvania
$6.37M
OIMU
166
Osmosis Investment Management UK
United Kingdom
$6.35M
HCM
167
Helios Capital Management
Singapore
$6.34M
NONA
168
Ninety One North America
New York
$6.27M
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$6.25M
HighTower Advisors
170
HighTower Advisors
Illinois
$6.24M
ClearBridge Investments
171
ClearBridge Investments
New York
$6.23M
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$6.09M
ITC
173
Inspire Trust Company
Nevada
$6.02M
GAM
174
Groupama Asset Management
France
$5.67M
PIM
175
Plato Investment Management
Australia
$5.67M