UBS icon

UBS Group

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
251
Quadrant Capital Group
Ohio
$641K +$40.8K +1,911 +7%
AC
252
AXQ Capital
New Jersey
$636K +$636K +29,800 New
AAB
253
ABN AMRO Bank
Netherlands
$634K +$634K +30,026 New
AC
254
Amia Capital
United Kingdom
$633K +$633K +30,000 New
HighTower Advisors
255
HighTower Advisors
Illinois
$612K -$106K -4,961 -15%
ACM
256
Advisors Capital Management
New Jersey
$612K +$612K +28,680 New
CWM
257
Cordatus Wealth Management
Pennsylvania
$605K +$605K +28,355 New
FIM
258
Freedom Investment Management
Connecticut
$602K -$412K -19,310 -41%
ACA
259
Atlas Capital Advisors
Wyoming
$594K -$3.16K -148 -0.5%
National Bank of Canada
260
National Bank of Canada
Quebec, Canada
$593K -$10.9M -514,177 -95%
BTI
261
Blue Trust Inc
Georgia
$588K +$102K +5,453 +21%
CPC
262
Cookson Peirce & Co
Pennsylvania
$584K -$35.9K -1,685 -6%
PCM
263
Penserra Capital Management
California
$575K +$415K +19,508 +260%
CWP
264
Capital Wealth Planning
Florida
$573K +$573K +26,829 New
TC
265
TownSquare Capital
Utah
$570K +$31.9K +1,497 +6%
Cerity Partners
266
Cerity Partners
New York
$563K +$146K +6,861 +35%
KCM
267
Kathmere Capital Management
Pennsylvania
$560K +$108K +5,076 +24%
SFA
268
Sequoia Financial Advisors
Ohio
$558K +$11.1K +521 +2%
AWS
269
AJ Wealth Strategies
New York
$553K +$553K +25,893 New
RJFSA
270
Raymond James Financial Services Advisors
Florida
$546K +$157K +7,376 +41%
PCH
271
Polar Capital Holdings
United Kingdom
$534K -$12.8M -601,773 -96%
BRWA
272
B. Riley Wealth Advisors
Florida
$526K +$43.1K +2,021 +9%
FCI
273
Financial Counselors Inc
Kansas
$518K
JFG
274
Jefferies Financial Group
New York
$512K +$512K +24,011 New
DCM
275
Deuterium Capital Management
Florida
$505K +$179K +9,301 +55%