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UBS Group

596 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

2% more funds holding

Funds holding: 584596 (+12)

4% more capital invested

Capital invested by funds: $43B → $44.5B (+$1.51B)

4% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 221

5% less call options, than puts

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

2.81% less ownership

Funds ownership: 44.47%41.66% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
7.85%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
75
Increased
213
Reduced
221
Closed
53
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
1
Norges Bank
Norway
$4.88B +$130M +4,204,430 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.6B +$121M +3,907,669 +3%
UBS Group
3
UBS Group
Switzerland
$3.92B -$970M -31,355,557 -21%
UBS AM
4
UBS AM
Illinois
$2.39B -$131M -4,226,975 -6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B -$324M -10,485,383 -14%
Zurich Cantonal Bank
6
Zurich Cantonal Bank
Switzerland
$2.01B +$123M +3,975,405 +7%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.98B +$261M +8,448,219 +17%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.64B -$692M -22,364,232 -32%
CCI
9
Cevian Capital II
Jersey
$1.63B +$134M +4,330,274 +10%
Dodge & Cox
10
Dodge & Cox
California
$1.54B -$835M -26,972,850 -37%
Capital World Investors
11
Capital World Investors
California
$1.25B -$26.1M -843,414 -2%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$1.21B +$9.5M +306,867 +0.9%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.07B -$34.3M -1,108,874 -3%
Legal & General Group
14
Legal & General Group
United Kingdom
$836M -$73.7M -2,380,200 -9%
Pzena Investment Management
15
Pzena Investment Management
New York
$830M +$48M +1,551,567 +5%
Deutsche Bank
16
Deutsche Bank
Germany
$776M -$260M -8,400,758 -27%
Amundi
17
Amundi
France
$707M +$96.7M +3,125,744 +18%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$634M +$36.4M +1,177,438 +7%
Goldman Sachs
19
Goldman Sachs
New York
$624M +$83.4M +2,693,720 +17%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$605M +$179M +5,779,346 +48%
Vontobel Holding
21
Vontobel Holding
Switzerland
$468M -$103M -3,322,417 -19%
N
22
Nuveen
North Carolina
$385M -$1.51M -48,926 -0.4%
CDDEC
23
Caisse Des Depots Et Consignations
France
$287M
Bank of America
24
Bank of America
North Carolina
$285M -$11.1M -358,077 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$279M -$7.5M -242,440 -3%

UBS Hedge Fund Activity: Q2 2025 in Review

596 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2025, worth a combined $44.5B — up 3.5% from $43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new UBS positions and 53 closed out — a net gain of 22 holders — while 213 added to existing stakes and 221 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $261M. The largest seller was UBS Group, cutting an estimated $970M.

  • 596 institutional investors held UBS Group (UBS) as of Q2 2025, up from 584 in Q1 2025.
  • Funds reported $44.5B of UBS Group stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 75 funds opened new UBS Group positions in Q2 2025 and 53 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q2 2025 was Fisher Asset Management, an estimated $261M added.
  • The largest UBS Group seller in Q2 2025 was UBS Group, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2025.