UBS icon

UBS Group

613 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPM
151
Triasima Portfolio Management
Quebec, Canada
$5.94M
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$5.72M
M&T Bank
153
M&T Bank
New York
$5.63M
ClearBridge Investments
154
ClearBridge Investments
New York
$5.61M
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
SEI Investments
158
SEI Investments
Pennsylvania
$5.28M
KAS
159
Kestra Advisory Services
Texas
$5.24M
HighTower Advisors
160
HighTower Advisors
Illinois
$5.14M
ITC
161
Inspire Trust Company
Nevada
$5.13M
Corient Private Wealth
162
Corient Private Wealth
Florida
$5.12M
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$5.05M
PCP
164
Perbak Capital Partners
United Kingdom
$5.02M
PD
165
Point72 (DIFC)
United Arab Emirates
$5M
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$4.97M
PIM
167
Plato Investment Management
Australia
$4.91M
TCCM
168
Timber Creek Capital Management
Massachusetts
$4.78M
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$4.76M
GAM
170
Groupama Asset Management
France
$4.69M
Simplex Trading
171
Simplex Trading
Illinois
$4.51M
Group One Trading
172
Group One Trading
Illinois
$4.49M
MGP
173
Metis Global Partners
California
$4.47M
QCG
174
Quadrant Capital Group
Ohio
$4.41M
MML Investors Services
175
MML Investors Services
Massachusetts
$4.32M