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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$316M
2
Capital World Investors
Capital World Investors
California
+$242M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Bank of America
Bank of America
North Carolina
+$175M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.82B
2
PL
Perpetual Ltd
Australia
-$82M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$81.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
SOL Capital Management
Maryland
$802K – – –
VT
227
Vise Technologies
New York
$796K +$155K +7,659 +24%
PAG
228
Private Advisor Group
New Jersey
$794K -$57.1K -2,662 -7%
GLAM
229
Gardner Lewis Asset Management
Pennsylvania
$785K – – –
VAS
230
Vestmark Advisory Solutions
Massachusetts
$777K -$47.5K -2,345 -6%
QI
231
Qtron Investments
Massachusetts
$771K -$103K -5,069 -12%
AAM
232
Advisors Asset Management
Colorado
$757K -$118K -5,843 -14%
API
233
Advisor Partners II
California
$752K +$59.8K +2,949 +9%
GF
234
Gabelli Funds
New York
$750K – – –
B
235
Bailard
California
$741K -$94.4K -4,657 -11%
CGL
236
Clarius Group LLC
Washington
$724K +$52K +2,568 +8%
Cerity Partners
237
Cerity Partners
New York
$719K +$184K +9,093 +34%
KPF
238
K2 Principal Fund
Ontario, Canada
$709K +$709K +35,000 New
CB
239
Centennial Bank
Arkansas
$691K -$110K -5,431 -14%
LSAG
240
Lake Street Advisors Group
New Hampshire
$689K +$35.8K +1,764 +5%
CAN
241
Cetera Advisor Networks
California
$677K -$72.2K -3,562 -10%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$670K +$190K +9,355 +39%
HI
243
Horizon Investments
North Carolina
$650K – – –
BCIM
244
British Columbia Investment Management
British Columbia, Canada
$649K -$1.09M -54,142 -63%
TC
245
TownSquare Capital
Utah
$649K +$108K +5,322 +20%
BAM
246
Blueshift Asset Management
New Jersey
$645K +$645K +31,832 New
LAM
247
Lingohr Asset Management
Germany
$640K – – –
RCAG
248
Rehmann Capital Advisory Group
Michigan
$628K -$27.3K -1,348 -4%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$626K -$115K -5,687 -16%
VIA
250
Vident Investment Advisory
Georgia
$624K -$734K -36,202 -54%
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