UBS icon

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 %
SW
251
SVB Wealth
Massachusetts
$612K +$161K +7,948 +36%
SFA
252
Sequoia Financial Advisors
Ohio
$609K +$78.8K +3,888 +15%
ACM
253
Advisors Capital Management
New Jersey
$586K +$4.54K +224 +0.8%
MCM
254
MAI Capital Management
Ohio
$581K +$350K +17,243 +151%
AAB
255
ABN AMRO Bank
Netherlands
$571K -$34.8K -1,726 -6%
QCG
256
Quadrant Capital Group
Ohio
$570K -$38.3K -1,891 -6%
ACA
257
Atlas Capital Advisors
Wyoming
$565K – – –
SIS
258
Susquehanna International Securities
Ireland
$563K -$17.9M -883,593 -97%
RJFSA
259
Raymond James Financial Services Advisors
Florida
$562K +$43.6K +2,152 +8%
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$555K -$360K -17,760 -39%
KCM
261
Kathmere Capital Management
Pennsylvania
$552K +$20K +986 +4%
WPA
262
Winning Points Advisors
Florida
$551K +$551K +17,821 New
XT
263
XTX Topco
Cayman Islands
$548K +$548K +27,027 New
CA
264
Cullinan Associates
Kentucky
$537K +$537K +26,500 New
CPC
265
Cookson Peirce & Co
Pennsylvania
$535K -$19.5K -964 -4%
AWS
266
AJ Wealth Strategies
New York
$533K +$7.74K +382 +1%
FIM
267
Freedom Investment Management
Connecticut
$513K -$58.4K -2,881 -10%
BNP Paribas Financial Markets
268
BNP Paribas Financial Markets
France
$512K +$72.5K +3,577 +16%
BRWA
269
B. Riley Wealth Advisors
Florida
$508K +$8.45K +417 +2%
BHPW
270
Beverly Hills Private Wealth
California
$497K +$247K +11,283 +99%
CL
271
CSS LLC
Illinois
$483K +$483K +23,845 New
SWM
272
Spire Wealth Management
Virginia
$483K +$47.7K +2,352 +11%
DWT
273
Dorsey & Whitney Trust
South Dakota
$481K +$120K +5,938 +33%
DCM
274
Deuterium Capital Management
Florida
$474K – – –
LFM
275
LGT Fund Management
Liechtenstein
$469K -$269K -13,300 -36%
9 10
11
12 13