UBS icon

UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
151
Ingalls & Snyder LLC
New York
$5.08M
CIEC
152
Crédit Industriel et Commercial
France
$4.95M
SEI Investments
153
SEI Investments
Pennsylvania
$4.93M
RWM
154
Ritholtz Wealth Management
New York
$4.88M
AQR Capital Management
155
AQR Capital Management
Connecticut
$4.7M
HCM
156
Helios Capital Management
Singapore
$4.6M
ITC
157
Inspire Trust Company
Nevada
$4.57M
ClearBridge Investments
158
ClearBridge Investments
New York
$4.57M
TCCM
159
Timber Creek Capital Management
Massachusetts
$4.4M
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$4.38M
KAS
161
Kestra Advisory Services
Texas
$4.37M
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$4.32M
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$4.22M
VA
164
Vident Advisory
Georgia
$4.12M
CCIA
165
Campbell & Co Investment Adviser
Maryland
$4.06M
GLF
166
Groupe la Francaise
France
$4.03M
HighTower Advisors
167
HighTower Advisors
Illinois
$3.97M
GAM
168
Groupama Asset Management
France
$3.9M
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$3.74M
MFS
170
Mirabella Financial Services
United Kingdom
$3.7M
QCG
171
Quadrant Capital Group
Ohio
$3.61M
MGP
172
Metis Global Partners
California
$3.6M
MCM
173
Mitchell Capital Management
Kansas
$3.48M
OBAM
174
ODDO BHF Asset Management
France
$3.43M
Group One Trading
175
Group One Trading
Illinois
$3.36M