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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
TPM
151
Triasima Portfolio Management
Quebec, Canada
$5.94M +$5.63M +144,965 New
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$5.72M -$2.48M -63,950 -31%
M&T Bank
153
M&T Bank
New York
$5.63M -$6.24M -160,702 -54%
ClearBridge Investments
154
ClearBridge Investments
New York
$5.61M +$74.8K +1,927 +1%
HCM
155
Helios Capital Management
Singapore
$5.55M
DK
156
DJE Kapital
Germany
$5.4M
LNWWM
157
Laird Norton Wetherby Wealth Management
California
$5.34M +$29K +747 +0.6%
SEI Investments
158
SEI Investments
Pennsylvania
$5.28M -$667K -17,170 -12%
KAS
159
Kestra Advisory Services
Texas
$5.24M -$57.6K -1,482 -1%
HighTower Advisors
160
HighTower Advisors
Illinois
$5.14M +$308K +7,928 +7%
ITC
161
Inspire Trust Company
Nevada
$5.13M -$388K -10,000 -7%
Corient Private Wealth
162
Corient Private Wealth
Florida
$5.12M +$1.13M +29,130 +30%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$5.05M +$2.23M +57,505 +88%
PCP
164
Perbak Capital Partners
United Kingdom
$5.02M +$4.78M +122,966 New
PD
165
Point72 (DIFC)
United Arab Emirates
$5M +$4.73M +121,900 New
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$4.97M +$12.3K +318 +0.3%
PIM
167
Plato Investment Management
Australia
$4.91M +$1.42M +36,462 +43%
TCCM
168
Timber Creek Capital Management
Massachusetts
$4.78M -$24K -618 -0.5%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$4.76M -$443K -11,397 -9%
GAM
170
Groupama Asset Management
France
$4.69M -$55.4K -1,426 -1%
Simplex Trading
171
Simplex Trading
Illinois
$4.51M +$2.89M +74,402 +209%
Group One Trading
172
Group One Trading
Illinois
$4.49M +$395K +10,167 +10%
MGP
173
Metis Global Partners
California
$4.47M +$126K +3,252 +3%
QCG
174
Quadrant Capital Group
Ohio
$4.41M +$22.7K +585 +0.5%
MML Investors Services
175
MML Investors Services
Massachusetts
$4.32M +$284K +7,306 +7%