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

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$2.22M -$488K -14,443 -18%
YIH
202
Y-Intercept (HK)
Hong Kong
$2.21M +$2.21M +65,204 New
TCPG
203
Trivant Custom Portfolio Group
California
$2.18M +$12.6K +374 +0.6%
CL
204
Choreo LLC
Illinois
$2.18M +$431K +12,737 +25%
IWC
205
Integrated Wealth Concepts
Massachusetts
$2.15M +$9.37K +277 +0.4%
WAAG
206
Wealth Alliance Advisory Group
Kansas
$2.14M – – –
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$2.14M +$301K +8,894 +16%
Walleye Trading
208
Walleye Trading
New York
$2.14M +$1.39M +41,126 +186%
GIM
209
Glenmede Investment Management
Pennsylvania
$2.11M +$2.11M +62,452 New
OWM
210
Orca Wealth Management
Florida
$2.07M +$38.4K +1,134 +2%
BS
211
Banco Santander
Spain
$2.07M -$2.03M -60,012 -50%
CI
212
Cigna Investments
Connecticut
$2.02M -$28.8K -854 -1%
CIS
213
Capital International Sarl
California
$2.01M – – –
CC
214
Centiva Capital
New York
$1.97M +$1.48M +43,675 +299%
YCM
215
Yousif Capital Management
Michigan
$1.95M +$129K +3,825 +7%
AAS
216
Avantax Advisory Services
Texas
$1.94M +$273K +8,063 +16%
VT
217
Vise Technologies
New York
$1.93M +$1.93M +57,103 New
CFO
218
Callan Family Office
Pennsylvania
$1.93M +$1.16M +34,278 +151%
FFM
219
Forum Financial Management
Illinois
$1.91M -$397K -11,749 -17%
MPPW
220
Mitchell & Pahl Private Wealth
Oklahoma
$1.85M +$31.1K +919 +2%
PAS
221
Park Avenue Securities
New York
$1.84M -$123K -3,633 -6%
TPW
222
Transatlantique Private Wealth
New York
$1.82M +$383K +11,309 +27%
QI
223
Qtron Investments
Massachusetts
$1.82M – – –
SGI
224
Summit Global Investments
Utah
$1.8M -$374K -11,049 -17%
ACM
225
Advisors Capital Management
New Jersey
$1.78M +$545K +16,102 +44%
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