UBS icon

UBS Group

613 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$2.84M
PCM
202
Permanent Capital Management
Illinois
$2.84M
HFS
203
Hantz Financial Services
Michigan
$2.82M
VT
204
Vise Technologies
New York
$2.8M
CL
205
Choreo LLC
Illinois
$2.79M
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.69M
SAG
207
Susquehanna Advisors Group
Pennsylvania
$2.67M
TCPG
208
Trivant Custom Portfolio Group
California
$2.64M
OBAM
209
ODDO BHF Asset Management
France
$2.64M
WAAG
210
Wealth Alliance Advisory Group
Kansas
$2.57M
Bessemer Group
211
Bessemer Group
New Jersey
$2.49M
ACM
212
Advisors Capital Management
New Jersey
$2.49M
OWM
213
Orca Wealth Management
Florida
$2.46M
BCM
214
BTC Capital Management
Iowa
$2.43M
OQS
215
Occudo Quantitative Strategies
Florida
$2.43M
LWAM
216
Legacy Wealth Asset Management
Minnesota
$2.38M
GLF
217
Groupe la Francaise
France
$2.35M
CI
218
Cigna Investments
Connecticut
$2.34M
FFM
219
Forum Financial Management
Illinois
$2.31M
TPW
220
Transatlantique Private Wealth
New York
$2.29M
CL
221
CIM LLC
New York
$2.27M
MG
222
Marex Group
$2.21M
PAS
223
Park Avenue Securities
New York
$2.21M
MPPW
224
Mitchell & Pahl Private Wealth
Oklahoma
$2.2M
CIEC
225
Crédit Industriel et Commercial
France
$2.2M