UBS icon

UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$3.32M
NRD
177
Nebula Research & Development
New York
$3.32M
MML Investors Services
178
MML Investors Services
Massachusetts
$3.31M
US Bancorp
179
US Bancorp
Minnesota
$3.26M
BCI
180
Brinker Capital Investments
Pennsylvania
$3.24M
Corient Private Wealth
181
Corient Private Wealth
Florida
$3.24M
NG
182
NatWest Group
United Kingdom
$3.14M
CCG
183
Cloverfields Capital Group
Minnesota
$2.98M
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$2.93M
IAA
185
Independent Advisor Alliance
North Carolina
$2.93M
O
186
Ossiam
France
$2.86M
PIM
187
Plato Investment Management
Australia
$2.84M
LWAM
188
Legacy Wealth Asset Management
Minnesota
$2.82M
NC
189
Nekton Capital
United Kingdom
$2.62M
TI
190
TrueMark Investments
Illinois
$2.56M
ET
191
Equitable Trust
Tennessee
$2.55M
HFS
192
Hantz Financial Services
Michigan
$2.54M
AW
193
Alaethes Wealth
Nevada
$2.54M
S
194
SignatureFD
Georgia
$2.47M
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$2.46M
AA
196
Altman Advisors
Illinois
$2.43M
SCP
197
Stamos Capital Partners
California
$2.38M
AAF
198
Andra AP-fonden
Sweden
$2.33M
MIF
199
Mediolanum International Funds
Ireland
$2.33M
Bessemer Group
200
Bessemer Group
New Jersey
$2.29M