UBS Group (UBS)

• Market cap: $96B
• 1 day: -0.92%
• 5 days: 2.75%
• 1 month: -1.31%
• 3 months: -15.11%
• 6 months: -3.57%
• Year to date: -0.17%
• 1 year: 12.59%
• 5 years: 180.95%
• 10 years: 50.62%
• Sector: Financials
• Industry: Banks - Diversified

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

59% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 54

16% more capital invested

Capital invested by funds: $37.1B [Q3] → $42.9B (+$5.79B) [Q4]

15% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 178

13% more funds holding in top 10

Funds holding in top 10: 15 [Q3] → 17 (+2) [Q4]

6.39% more ownership

Funds ownership: 37.61% [Q3] → 44.0% (+6.39%) [Q4]

4% more funds holding

Funds holding: 540 [Q3] → 561 (+21) [Q4]

28% less call options, than puts

Call options by funds: $597M | Put options by funds: $824M