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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.3B
2
Barclays
Barclays
United Kingdom
$0
3
Capital International Investors
Capital International Investors
California
$183M
4
Goldman Sachs
Goldman Sachs
New York
$541M
5
DZ Bank
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
251
MQS Management
New York
$276K +$276K +14,141 New
SA
252
swisspartners Advisors
Switzerland
$275K – – –
LC
253
Lindbrook Capital
California
$272K +$1.74K +89 +0.6%
CAM
254
Cresset Asset Management
Illinois
$272K +$14.1K +721 +5%
SW
255
SVB Wealth
Massachusetts
$263K +$55.6K +2,841 +27%
VT
256
Vise Technologies
New York
$262K +$262K +13,396 New
CCA
257
Checchi Capital Advisers
California
$258K +$4.05K +207 +2%
GWM
258
Gitterman Wealth Management
New Jersey
$256K +$6.36K +325 +3%
SCS
259
Syquant Capital SAS
France
$251K +$251K +12,728 New
FNBOH
260
First National Bank of Hutchinson
Kansas
$250K +$250K +12,777 New
NA
261
NewEdge Advisors
Louisiana
$249K – – –
PA
262
Pinnacle Associates
New York
$247K – – –
SI
263
Stephens Inc
Arkansas
$241K – – –
CAN
264
Claraphi Advisory Network
United States
$240K – – –
BPCE
265
Bank Pictet & Cie (Europe)
Germany
$238K +$238K +12,053 New
CBFP
266
Cedar Brook Financial Partners
Ohio
$236K -$119K -6,107 -34%
JPMPWA
267
J.P. Morgan Private Wealth Advisors
California
$234K -$753K -38,557 -76%
GT
268
Glenmede Trust
Pennsylvania
$234K -$16.5K -847 -7%
M&T Bank
269
M&T Bank
New York
$228K +$59 +3 +0%
CFB
270
Cullen/Frost Bankers
Texas
$227K +$9.75K +500 +4%
TC
271
TownSquare Capital
Utah
$224K -$3.36K -172 -1%
DWT
272
Dorsey & Whitney Trust
South Dakota
$224K +$224K +11,475 New
CWP
273
Curated Wealth Partners
California
$223K – – –
BL
274
Balentine LLC
Georgia
$223K +$223K +11,397 New
SAM
275
Sabadell Asset Management
Spain
$222K -$2.26M -121,801 -91%
9 10
11
12 13