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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
ISL
151
Ingalls & Snyder LLC
New York
$8.43M
Point72 Asset Management
152
Point72 Asset Management
Connecticut
$8.08M
LNWTC
153
Laird Norton Wetherby Trust Company
Washington
$8.02M
AIMCA
154
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.92M
VAS
155
Vestmark Advisory Solutions
Massachusetts
$7.77M
SEI Investments
156
SEI Investments
Pennsylvania
$7.67M
Cerity Partners
157
Cerity Partners
New York
$7.4M
First Trust Advisors
158
First Trust Advisors
Illinois
$7.39M
QCM
159
QRG Capital Management
Illinois
$7.39M
RWM
160
Ritholtz Wealth Management
New York
$7.19M
MYIA
161
Mount Yale Investment Advisors
Colorado
$6.89M
TPM
162
Triasima Portfolio Management
Quebec, Canada
$6.69M
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$6.54M
Two Sigma Investments
164
Two Sigma Investments
New York
$6.51M
NG
165
NatWest Group
United Kingdom
$6.42M
CFO
166
Callan Family Office
Pennsylvania
$6.37M
OIMU
167
Osmosis Investment Management UK
United Kingdom
$6.35M
HCM
168
Helios Capital Management
Singapore
$6.34M
NONA
169
Ninety One North America
New York
$6.27M
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$6.25M
HighTower Advisors
171
HighTower Advisors
Illinois
$6.24M
ClearBridge Investments
172
ClearBridge Investments
New York
$6.23M
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$6.09M
ITC
174
Inspire Trust Company
Nevada
$6.02M
GAM
175
Groupama Asset Management
France
$5.67M