How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to UBS Group AG

13F Portfolio OverlapQ1 2026UBS Group AG portfolio →

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Most similar hedge funds by 13F overlap

UBS Group AG is an institutional investor managing $666.3B across 10,408 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to UBS Group AG are Banque Cantonale Vaudoise, LGT Group Foundation, LGT Fund Ltd., with shared positions in $UBS, $MS, $KO, $MU, $NEE. The full ranking of 25 similar funds is below.

#1Banque Cantonale VaudoisePassive

Slight overlap · 4 shared positions

$UBS $MS $KO $MU

$2.7B

875 positions

#2LGT Group FoundationActive

Slight overlap · 4 shared positions

$UBS $KO $NEE $MU

$8.2B

283 positions

#3LGT Fund Management Co Ltd.Passive

Slight overlap · 4 shared positions

$UBS $KO $NEE $MU

$2.3B

242 positions

#4FLPUTNAM INVESTMENT MANAGEMENT COActive

Slight overlap · 4 shared positions

$MS $KO $NEE $MU

$6.7B

569 positions

#5Siemens Fonds Invest GmbHPassive

Slight overlap · 4 shared positions

$MS $KO $NEE $MU

$1.7B

548 positions

#6Nicholas Wealth, LLC.Passive

Slight overlap · 4 shared positions

$MS $KO $NEE $MU

$145M

111 positions

#7AXA S.A.Active

Slight overlap · 4 shared positions

$MS $KO $NEE $MU

$256M

74 positions

#8Alaethes Wealth, LLCPassive

Slight overlap · 3 shared positions

$UBS $MS $NEE

$351M

124 positions

#9INSPIRE TRUST CO, N.A.Passive

Slight overlap · 3 shared positions

$UBS $MS $NEE

$648M

106 positions

#10Compagnie Lombard Odier SCmAActive

Slight overlap · 3 shared positions

$UBS $KO $NEE

$8.1B

454 positions

#11Zurcher Kantonalbank (Zurich Cantonalbank)Passive

Slight overlap · 3 shared positions

$UBS $KO $MU

$46.0B

2,544 positions

#12MORGAN STANLEYPassive

Slight overlap · 4 shared positions

$MS $KO $NEE $MU

$1.7T

8,287 positions

#13TigerOak Management, L.L.C.Active

Slight overlap · 4 shared positions

$MS $MU $NEE $KO

$317M

126 positions

#14ASR Vermogensbeheer N.V.Active

Slight overlap · 3 shared positions

$UBS $KO $MU

$8.5B

532 positions

#15VANGUARD ASSET MANAGEMENT, LtdPassive

Slight overlap · 3 shared positions

$UBS $KO $MU

$115.7B

2,395 positions

#16Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$MS $KO $NEE

$1.2B

262 positions

#17W ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$MS $KO $NEE

$195M

141 positions

#18First National Advisers, LLCPassive

Slight overlap · 3 shared positions

$MS $KO $NEE

$683M

239 positions

#19Johnson & White Wealth Management, LLCActive

Slight overlap · 3 shared positions

$MS $KO $NEE

$236M

106 positions

#20Talisman Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$MS $KO $NEE

$124M

101 positions

#21New England Research & Management, Inc.Passive

Slight overlap · 3 shared positions

$MS $KO $NEE

$237M

143 positions

#22Argent Trust CoPassive

Slight overlap · 3 shared positions

$MS $KO $NEE

$2.9B

708 positions

#23NIXON PEABODY TRUST COActive

Slight overlap · 3 shared positions

$MS $KO $NEE

$1.3B

161 positions

#24Meridian Financial Partners LLCActive

Slight overlap · 3 shared positions

$MS $KO $NEE

$263M

121 positions

#25Stokes Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$MS $KO $NEE

$446M

104 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.