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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$4.88B +$4.88B +144,091,392 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.6B +$133M +3,907,669 +3%
UBS Group
3
UBS Group
Switzerland
$3.92B -$1.06B -31,355,557 -21%
UBS AM
4
UBS AM
Illinois
$2.39B -$143M -4,226,975 -6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B -$355M -10,485,383 -14%
Zurich Cantonal Bank
6
Zurich Cantonal Bank
Switzerland
$2.01B +$134M +3,975,405 +7%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.98B +$286M +8,448,219 +17%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.64B -$757M -22,364,232 -32%
CCI
9
Cevian Capital II
Jersey
$1.63B +$146M +4,330,274 +10%
Dodge & Cox
10
Dodge & Cox
California
$1.54B -$913M -26,972,850 -37%
Capital World Investors
11
Capital World Investors
California
$1.25B -$28.5M -843,414 -2%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$1.21B +$10.4M +306,867 +0.9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.07B -$37.5M -1,108,874 -3%
Legal & General Group
14
Legal & General Group
United Kingdom
$836M -$80.3M -2,380,200 -9%
Pzena Investment Management
15
Pzena Investment Management
New York
$830M +$41.7M +1,551,567 +5%
Deutsche Bank
16
Deutsche Bank
Germany
$776M -$284M -8,400,758 -27%
Amundi
17
Amundi
France
$707M +$109M +3,125,744 +18%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$634M +$39.8M +1,177,438 +7%
Goldman Sachs
19
Goldman Sachs
New York
$624M +$91.1M +2,693,720 +17%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$605M +$195M +5,779,346 +48%
Vontobel Holding
21
Vontobel Holding
Switzerland
$468M -$112M -3,322,417 -19%
NL
22
Nuveen LLC
North Carolina
$385M -$1.65M -48,926 -0.4%
CDDEC
23
Caisse Des Depots Et Consignations
France
$287M – – –
Bank of America
24
Bank of America
North Carolina
$285M -$12.1M -358,077 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$279M -$8.2M -242,440 -3%
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