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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.91%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$605M
3
CCI
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
Dodge & Cox
California
$1.54B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
176
Group One Trading
Illinois
$3.36M +$541K +15,986 +19%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$3.32M -$277K -8,176 -8%
NRD
178
Nebula Research & Development
New York
$3.32M +$1.19M +35,075 +56%
MML Investors Services
179
MML Investors Services
Massachusetts
$3.31M -$160K -4,743 -5%
US Bancorp
180
US Bancorp
Minnesota
$3.26M -$318K -9,396 -9%
BCI
181
Brinker Capital Investments
Pennsylvania
$3.24M -$429K -12,689 -12%
NG
182
NatWest Group
United Kingdom
$3.14M -$3.66M -108,222 -54%
CCG
183
Cloverfields Capital Group
Minnesota
$2.98M – – –
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$2.93M -$61.2K -1,810 -2%
IAA
185
Independent Advisor Alliance
North Carolina
$2.93M +$28.3K +836 +1%
O
186
Ossiam
France
$2.86M +$73.2K +2,171 +3%
PIM
187
Plato Investment Management
Australia
$2.84M +$42.8K +1,275 +2%
LWAM
188
Legacy Wealth Asset Management
Minnesota
$2.82M +$790K +23,356 +39%
NC
189
Nekton Capital
United Kingdom
$2.62M +$2.62M +77,510 New
TI
190
TrueMark Investments
Illinois
$2.56M +$397K +11,730 +18%
ET
191
Equitable Trust
Tennessee
$2.55M +$38.4K +1,136 +2%
HFS
192
Hantz Financial Services
Michigan
$2.54M -$21.9K -648 -0.9%
AW
193
Alaethes Wealth
Nevada
$2.54M +$78K +2,305 +3%
S
194
SignatureFD
Georgia
$2.47M -$163K -4,824 -6%
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$2.46M -$1.97M -56,710 -44%
AA
196
Altman Advisors
Illinois
$2.43M +$69K +2,043 +3%
SCP
197
Stamos Capital Partners
California
$2.38M +$840K +24,824 +54%
AAF
198
Andra AP-fonden
Sweden
$2.33M – – –
MIF
199
Mediolanum International Funds
Ireland
$2.33M -$3.61M -107,844 -61%
Bessemer Group
200
Bessemer Group
New Jersey
$2.29M +$134K +3,966 +6%
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