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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.65B +$77.3M +1,990,426 +1%
UBS Group
2
UBS Group
Switzerland
$5.43B +$643M +16,563,064 +14%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$3.17B +$521M +13,417,945 +21%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.6B +$1.78B +45,731,061 +255%
Fisher Asset Management
5
Fisher Asset Management
Washington
$2.51B +$107M +2,744,348 +5%
Zurich Cantonal Bank
6
Zurich Cantonal Bank
Switzerland
$2.16B -$263M -6,767,119 -11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.98B -$5.03M -129,622 -0.3%
CCI
8
Cevian Capital II
Jersey
$1.97B
Dodge & Cox
9
Dodge & Cox
California
$1.75B -$116M -2,994,500 -7%
Capital World Investors
10
Capital World Investors
California
$1.53B +$15M +386,264 +1%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$1.44B -$16.8M -432,793 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.43B +$125M +3,215,721 +10%
Deutsche Bank
13
Deutsche Bank
Germany
$1.02B +$74.2M +1,910,646 +8%
Pzena Investment Management
14
Pzena Investment Management
New York
$967M -$44.9M -1,155,919 -4%
Legal & General Group
15
Legal & General Group
United Kingdom
$956M -$53.8M -1,386,131 -6%
Goldman Sachs
16
Goldman Sachs
New York
$857M +$95.4M +2,456,351 +13%
Amundi
17
Amundi
France
$821M -$13.5M -348,571 -2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$795M +$27M +695,796 +4%
Bank of America
19
Bank of America
North Carolina
$698M +$334M +8,596,940 +102%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$628M +$593M +15,256,938 +13,752%
Vontobel Holding
21
Vontobel Holding
Switzerland
$565M +$457K +11,778 +0.1%
Viking Global Investors
22
Viking Global Investors
Connecticut
$535M +$408M +10,516,148 +408%
N
23
Nuveen
North Carolina
$437M -$27.2M -700,523 -6%
AIM
24
AXA Investment Managers
France
$417M +$164M +4,222,171 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$381M +$258M +6,650,862 +249%