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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
Deutsche Bank
Germany
$960M
5
PIM
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
Goldman Sachs
New York
$483M
3
UBS Group
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
176
Dorsey Wright & Associates
California
$3M -$376K -12,262 -11%
MGP
177
Metis Global Partners
California
$2.99M -$181K -5,971 -6%
GLF
178
Groupe la Francaise
France
$2.74M +$2.74M +85,653 New
HCMT
179
Highland Capital Management (Tennessee)
Tennessee
$2.71M -$207K -6,750 -7%
CCG
180
Cloverfields Capital Group
Minnesota
$2.7M -$11.1K -364 -0.4%
IAA
181
Independent Advisor Alliance
North Carolina
$2.63M -$2.76K -90 -0.1%
Group One Trading
182
Group One Trading
Illinois
$2.55M +$876K +28,596 +52%
PIM
183
Plato Investment Management
Australia
$2.55M -$746K -24,307 -23%
O
184
Ossiam
France
$2.51M +$313K +10,304 +14%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$2.45M +$599K +19,541 +32%
S
186
SignatureFD
Georgia
$2.38M -$28.6K -935 -1%
AAF
187
Andra AP-fonden
Sweden
$2.33M +$1.06M +39,373 +83%
HFS
188
Hantz Financial Services
Michigan
$2.32M -$89.7K -2,930 -4%
ET
189
Equitable Trust
Tennessee
$2.27M -$32.6K -1,064 -1%
GLA
190
Great Lakes Advisors
Illinois
$2.27M +$132K +4,308 +6%
Corient Private Wealth
191
Corient Private Wealth
Florida
$2.26M +$17.2K +562 +0.8%
AW
192
Alaethes Wealth
Nevada
$2.23M +$33K +1,078 +2%
BIC
193
Beach Investment Counsel
Pennsylvania
$2.2M – – –
AA
194
Altman Advisors
Illinois
$2.11M +$28.7K +948 +1%
FFM
195
Forum Financial Management
Illinois
$2.09M – – –
APM
196
Advanced Portfolio Management
New York
$2.07M -$2.99M -97,500 -59%
P
197
Pitcairn
Pennsylvania
$2.06M +$223K +7,272 +12%
GT
198
Glenmede Trust
Pennsylvania
$2.01M -$93.6K -3,057 -4%
SGI
199
Summit Global Investments
Utah
$1.97M +$1.97M +64,247 New
TCPG
200
Trivant Custom Portfolio Group
California
$1.97M +$983K +32,094 +100%
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