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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$2.22M
YIH
202
Y-Intercept (HK)
Hong Kong
$2.21M
TCPG
203
Trivant Custom Portfolio Group
California
$2.18M
CL
204
Choreo LLC
Illinois
$2.18M
IWC
205
Integrated Wealth Concepts
Massachusetts
$2.15M
WAAG
206
Wealth Alliance Advisory Group
Kansas
$2.14M
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$2.14M
Walleye Trading
208
Walleye Trading
New York
$2.14M
GIM
209
Glenmede Investment Management
Pennsylvania
$2.11M
OWM
210
Orca Wealth Management
Florida
$2.07M
BS
211
Banco Santander
Spain
$2.07M
CI
212
Cigna Investments
Connecticut
$2.02M
CIS
213
Capital International Sarl
California
$2.01M
CC
214
Centiva Capital
New York
$1.97M
YCM
215
Yousif Capital Management
Michigan
$1.95M
AAS
216
Avantax Advisory Services
Texas
$1.94M
VT
217
Vise Technologies
New York
$1.93M
CFO
218
Callan Family Office
Pennsylvania
$1.93M
FFM
219
Forum Financial Management
Illinois
$1.91M
MPPW
220
Mitchell & Pahl Private Wealth
Oklahoma
$1.85M
PAS
221
Park Avenue Securities
New York
$1.84M
TPW
222
Transatlantique Private Wealth
New York
$1.82M
QI
223
Qtron Investments
Massachusetts
$1.82M
SGI
224
Summit Global Investments
Utah
$1.8M
ACM
225
Advisors Capital Management
New Jersey
$1.78M