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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.51B +$324M +8,011,819 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.42B +$71M +1,758,287 +1%
Norges Bank
3
Norges Bank
Norway
$4.89B +$4.24B +104,982,026 New
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$3.18B -$353M -8,731,150 -11%
Fisher Asset Management
5
Fisher Asset Management
Washington
$2.97B +$119M +2,938,827 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.71B +$389M +9,639,522 +20%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.69B -$243M -6,018,520 -9%
CCI
8
Cevian Capital II
Jersey
$2.23B
JP Morgan Chase
9
JP Morgan Chase
New York
$1.87B +$227M +5,615,450 +16%
Capital World Investors
10
Capital World Investors
California
$1.73B +$2.26M +55,822 +0.1%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$1.68B +$25.4M +629,310 +2%
Dodge & Cox
12
Dodge & Cox
California
$1.56B -$363M -8,976,100 -21%
Deutsche Bank
13
Deutsche Bank
Germany
$1.37B +$192M +4,744,982 +19%
Legal & General Group
14
Legal & General Group
United Kingdom
$1.1B +$8.39M +207,752 +0.9%
Pzena Investment Management
15
Pzena Investment Management
New York
$1.1B +$1.14M +28,100 +0.1%
Amundi
16
Amundi
France
$923M -$3.14M -77,617 -0.4%
Goldman Sachs
17
Goldman Sachs
New York
$837M -$115M -2,843,938 -14%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$815M -$77.1M -1,907,613 -10%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$755M +$32.9M +813,418 +5%
Vontobel Holding
20
Vontobel Holding
Switzerland
$647M +$2M +49,467 +0.4%
N
21
Nuveen
North Carolina
$531M +$28.8M +712,516 +7%
Bank of America
22
Bank of America
North Carolina
$496M -$255M -6,317,805 -37%
Viking Global Investors
23
Viking Global Investors
Connecticut
$426M -$160M -3,967,743 -30%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$412M +$5.66M +140,051 +2%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$409M +$123M +3,051,913 +53%