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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.

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
1
Fisher Asset Management
Washington
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.16B
3
NL
3
Nuveen LLC
North Carolina
$348M
4
BCV
4
Banque Cantonale Vaudoise
Switzerland
$207M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.28B
3
Goldman Sachs
3
Goldman Sachs
New York
$483M
4
UBS Group
4
UBS Group
Switzerland
$4.51B
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$4.51B 147,271,042 -6,313,770 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.04B 131,449,343 +3,562,475 +3%
UBS AM
3
UBS AM
Illinois
$2.29B 74,893,429 +1,363,149 +2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.28B 74,421,028 -6,790,507 -8%
Dodge & Cox
5
Dodge & Cox
California
$2.22B 72,608,792 -888,250 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.16B 70,952,562 +15,418,942 +28%
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$1.69B 55,586,232 +4,207,140 +8%
Fisher Asset Management
8
Fisher Asset Management
Washington
$1.53B 49,975,870 +45,938,949 +1,138%
CCI
9
Cevian Capital II
Jersey
$1.34B 43,787,401 – –
Capital World Investors
10
Capital World Investors
California
$1.16B 37,800,654 +371,846 +1%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$1.08B 35,428,808 +449,013 +1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1B 32,669,997 +6,196,422 +23%
Deutsche Bank
13
Deutsche Bank
Germany
$960M 31,350,911 +4,337,005 +16%
Legal & General Group
14
Legal & General Group
United Kingdom
$825M 27,169,698 -305,303 -1%
Pzena Investment Management
15
Pzena Investment Management
New York
$789M 29,350,825 -239,498 -0.8%
DZ Bank
16
DZ Bank
Germany
$676M 22,259,342 -6,047,993 -21%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$535M 17,561,721 -3,128,523 -15%
Vontobel Holding
18
Vontobel Holding
Switzerland
$521M 17,146,184 +701,116 +4%
Amundi
19
Amundi
France
$486M 17,220,775 +468,814 +3%
Goldman Sachs
20
Goldman Sachs
New York
$483M 15,757,199 -6,676,471 -30%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$369M 12,160,903 -760,582 -6%
NL
22
Nuveen LLC
North Carolina
$348M 11,445,119 +11,445,119 New
Fidelity International
23
Fidelity International
Bermuda
$270M 8,889,201 +1,849,752 +26%
Bank of America
24
Bank of America
North Carolina
$269M 8,787,314 -490,721 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$260M 8,489,653 -101,703 -1%
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