We are live on ! Find out more
UBS icon

UBS Group

679 hedge funds and large institutions have $44.4B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 225 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$944M
Puts
$1.21B
Net Calls
Net Calls Change

Top Buyers

1 +$2.43B
2 +$234M
3 +$171M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
5
Amundi
Amundi
France
+$144M

Top Sellers

1 -$1.44B
2 -$595M
3 -$565M
4
JP Morgan Chase
JP Morgan Chase
New York
-$555M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$426M
Name Holding Trade Value Shares
Change
Change in
Stake
AIMCA
176
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.48M
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$5.45M
CFO
178
Callan Family Office
Pennsylvania
$5.44M
HighTower Advisors
179
HighTower Advisors
Illinois
$5.39M
VAS
180
Vestmark Advisory Solutions
Massachusetts
$5.25M
ClearBridge Investments
181
ClearBridge Investments
New York
$5.25M
HCM
182
Helios Capital Management
Singapore
$5.23M
NONA
183
Ninety One North America
New York
$5.17M
QT
184
Quantbot Technologies
New York
$5M
GI
185
Gradient Investments
Minnesota
$4.97M
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$4.96M
Balyasny Asset Management
187
Balyasny Asset Management
Illinois
$4.84M
Simplex Trading
188
Simplex Trading
Illinois
$4.78M
BCI
189
Brinker Capital Investments
Pennsylvania
$4.56M
PIM
190
Platinum Investment Management
Australia
$4.5M
Bessemer Group
191
Bessemer Group
New Jersey
$4.46M
Ensign Peak Advisors
192
Ensign Peak Advisors
Utah
$4.43M
US Bancorp
193
US Bancorp
Minnesota
$4.33M
TCCM
194
Timber Creek Capital Management
Massachusetts
$4.26M
QCG
195
Quadrant Capital Group
Ohio
$4.26M
PIM
196
Plato Investment Management
Australia
$4.16M
AssetMark Inc
197
AssetMark Inc
California
$4M
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$3.81M
BPCE
199
Bank Pictet & Cie (Europe)
Germany
$3.78M
MML Investors Services
200
MML Investors Services
Massachusetts
$3.71M