UBS icon

UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
$311M
2
UBS Group
UBS Group
Switzerland
$2.22B
3
Invesco
Invesco
Georgia
$85.1M
4
Deutsche Bank
Deutsche Bank
Germany
$427M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$321M

Top Sellers

1
BIP
Brandes Investment Partners
California
$35.9M
2
CS
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
Goldman Sachs
New York
$435M
4
GQG Partners
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
251
Curated Wealth Partners
California
$193K -$219K -14,291 -53%
SI
252
Stephens Inc
Arkansas
$193K +$367 +24 +0.2%
FP
253
Financial Perspectives
Minnesota
$192K -$2.79M -181,625 -94%
GT
254
Glenmede Trust
Pennsylvania
$190K +$25.5K +1,665 +15%
CAN
255
Claraphi Advisory Network
United States
$189K +$768 +50 +0.4%
BEAM
256
Baker Ellis Asset Management
Washington
$189K +$23K +1,500 +14%
WGAM
257
Wilkinson Global Asset Management
New York
$189K +$189K +12,350 New
RFC
258
Regions Financial Corp
Alabama
$186K +$30.8K +2,013 +20%
M&T Bank
259
M&T Bank
New York
$176K +$1.66K +108 +1%
SG Americas Securities
260
SG Americas Securities
New York
$176K +$3.06K +200 +2%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$174K -$4.08M -266,962 -96%
BCM
262
Blume Capital Management
California
$173K -$3.06K -200 -2%
GLA
263
Great Lakes Advisors
Illinois
$173K +$937 +61 +0.5%
FCCM
264
First City Capital Management
Georgia
$172K – – –
DWT
265
Dorsey & Whitney Trust
South Dakota
$169K – – –
CAM
266
Cozad Asset Management
Illinois
$169K – – –
CB
267
Commerce Bank
Missouri
$169K +$11K +716 +7%
LC
268
Lindbrook Capital
California
$168K -$660 -43 -0.4%
KPW
269
Kore Private Wealth
New York
$166K +$166K +10,811 New
RWM
270
Ritholtz Wealth Management
New York
$163K -$19.4K -1,265 -11%
JWA
271
JFS Wealth Advisors
Pennsylvania
$161K +$3.78K +247 +2%
GWM
272
Gitterman Wealth Management
New Jersey
$161K +$161K +10,517 New
CGL
273
Clarius Group LLC
Washington
$160K +$160K +10,440 New
CCA
274
Checchi Capital Advisers
California
$159K +$4.44K +290 +3%
CG
275
Cutler Group
California
$158K +$158K +10,345 New
9 10
11
12 13