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UBS Group

670 hedge funds and large institutions have $44.3B invested in UBS Group in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 220 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$5.45M
CFO
177
Callan Family Office
Pennsylvania
$5.44M
HighTower Advisors
178
HighTower Advisors
Illinois
$5.39M
VAS
179
Vestmark Advisory Solutions
Massachusetts
$5.25M
ClearBridge Investments
180
ClearBridge Investments
New York
$5.25M
HCM
181
Helios Capital Management
Singapore
$5.23M
NONA
182
Ninety One North America
New York
$5.17M
QT
183
Quantbot Technologies
New York
$5M
GI
184
Gradient Investments
Minnesota
$4.97M
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$4.96M
Balyasny Asset Management
186
Balyasny Asset Management
Illinois
$4.84M
Simplex Trading
187
Simplex Trading
Illinois
$4.78M
BCI
188
Brinker Capital Investments
Pennsylvania
$4.56M
PIM
189
Platinum Investment Management
Australia
$4.5M
Bessemer Group
190
Bessemer Group
New Jersey
$4.46M
Ensign Peak Advisors
191
Ensign Peak Advisors
Utah
$4.43M
US Bancorp
192
US Bancorp
Minnesota
$4.33M
TCCM
193
Timber Creek Capital Management
Massachusetts
$4.26M
QCG
194
Quadrant Capital Group
Ohio
$4.26M
PIM
195
Plato Investment Management
Australia
$4.16M
AssetMark Inc
196
AssetMark Inc
California
$4M
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$3.81M
BPCE
198
Bank Pictet & Cie (Europe)
Germany
$3.78M
MML Investors Services
199
MML Investors Services
Massachusetts
$3.71M
Corient Private Wealth
200
Corient Private Wealth
Florida
$3.48M