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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
Deutsche Bank
Germany
$960M
5
PIM
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
Goldman Sachs
New York
$483M
3
UBS Group
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
201
TrueMark Investments
Illinois
$1.96M +$1.96M +63,956 New
Bessemer Group
202
Bessemer Group
New Jersey
$1.95M +$153K +4,984 +8%
WAAG
203
Wealth Alliance Advisory Group
Kansas
$1.94M – – –
IWC
204
Integrated Wealth Concepts
Massachusetts
$1.94M -$78.8K -2,572 -4%
NRD
205
Nebula Research & Development
New York
$1.93M +$1.65M +54,002 +594%
AQR Capital Management
206
AQR Capital Management
Connecticut
$1.93M +$819K +26,728 +74%
MAM
207
Monaco Asset Management
Monaco
$1.9M +$1.9M +62,500 New
CI
208
Cigna Investments
Connecticut
$1.84M -$17.9K -591 -1%
LWAM
209
Legacy Wealth Asset Management
Minnesota
$1.84M -$9.43K -308 -0.5%
OWM
210
Orca Wealth Management
Florida
$1.84M -$7.01K -229 -0.4%
CIS
211
Capital International Sarl
California
$1.81M – – –
SA
212
swisspartners Advisors
Switzerland
$1.78M +$1.4M +52,277 +373%
PAS
213
Park Avenue Securities
New York
$1.77M +$635K +20,722 +56%
AI
214
Atria Investments
North Carolina
$1.73M +$268K +8,743 +18%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$1.67M +$410K +13,370 +33%
YCM
216
Yousif Capital Management
Michigan
$1.65M +$5.45K +178 +0.3%
MPPW
217
Mitchell & Pahl Private Wealth
Oklahoma
$1.65M -$50.3K -1,641 -3%
QI
218
Qtron Investments
Massachusetts
$1.63M – – –
CL
219
Choreo LLC
Illinois
$1.58M -$199K -6,512 -11%
Truist Financial
220
Truist Financial
North Carolina
$1.57M -$225K -7,333 -12%
AAS
221
Avantax Advisory Services
Texas
$1.51M +$54.5K +1,778 +4%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$1.5M +$45.2K +1,474 +3%
GT
223
Greenleaf Trust
Michigan
$1.49M +$5.15K +168 +0.3%
GCM
224
Gator Capital Management
Florida
$1.46M – – –
TC
225
TownSquare Capital
Utah
$1.43M -$299K -9,773 -17%
7 8
9
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