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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
KK
201
Karl Kapital
California
$3.47M
CP
202
CenterBook Partners
Connecticut
$3.38M
MGP
203
Metis Global Partners
California
$3.31M
IAA
204
Independent Advisor Alliance
North Carolina
$3.31M
HCMT
205
Highland Capital Management (Tennessee)
Tennessee
$3.28M
Walleye Trading
206
Walleye Trading
New York
$3.18M
BFG
207
Bleakley Financial Group
New Jersey
$3.14M
T. Rowe Price Associates
208
T. Rowe Price Associates
Maryland
$3.14M
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$3.13M
S
210
SignatureFD
Georgia
$3.12M
OMC
211
Old Mission Capital
Illinois
$3.04M
EI
212
Ethic Inc
New York
$2.97M
GT
213
Glenmede Trust
Pennsylvania
$2.96M
HF
214
HRT Financial
New York
$2.94M
Group One Trading
215
Group One Trading
Illinois
$2.93M
ET
216
Equitable Trust
Tennessee
$2.93M
AIM
217
ARGA Investment Management
Connecticut
$2.89M
CIEC
218
Crédit Industriel et Commercial
France
$2.85M
VA
219
Vident Advisory
Georgia
$2.84M
BCM
220
BTC Capital Management
Iowa
$2.84M
PCM
221
Permanent Capital Management
Illinois
$2.83M
CCG
222
Cloverfields Capital Group
Minnesota
$2.82M
SCP
223
Stamos Capital Partners
California
$2.75M
ACM
224
Advisors Capital Management
New Jersey
$2.73M
AW
225
Alaethes Wealth
Nevada
$2.73M