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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
UBS AM
Illinois
$2.63B
2
Legal & General Group
Legal & General Group
United Kingdom
$823M
3
UBS Group
UBS Group
Switzerland
$4.63B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
Goldman Sachs
New York
$524M
5
Deutsche Bank
Deutsche Bank
Germany
$624M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCPG
251
Trivant Custom Portfolio Group
California
$979K +$979K +33,150 New
ACA
252
Atlas Capital Advisors
Wyoming
$964K -$22K -745 -2%
ZF
253
Zhang Financial
Michigan
$945K -$69K -2,337 -7%
BCM
254
Bayesian Capital Management
New York
$939K -$313K -10,600 -25%
MCM
255
MAI Capital Management
Ohio
$935K -$75K -2,538 -7%
SEC
256
Seven Eight Capital
New York
$920K -$518K -17,529 -36%
FHB
257
First Hawaiian Bank
Hawaii
$919K -$47.1K -1,594 -5%
BHPW
258
Beverly Hills Private Wealth
California
$917K +$159K +5,392 +21%
AAS
259
Avantax Advisory Services
Texas
$915K +$915K +30,985 New
EI
260
Ethic Inc
New York
$908K +$238K +8,044 +35%
BP
261
Ballentine Partners
Massachusetts
$905K +$16.3K +552 +2%
AI
262
AdvisorShares Investments
Maryland
$892K -$21.4K -716 -2%
ACM
263
Advisors Capital Management
New Jersey
$886K +$42.2K +1,429 +5%
PCS
264
Personal CFO Solutions
New Jersey
$877K +$5.02K +170 +0.6%
TPW
265
Transatlantique Private Wealth
New York
$868K +$8.39K +285 +1%
COI
266
Connable Office Inc
Michigan
$867K -$38.6K -1,307 -4%
VFA
267
Valeo Financial Advisors
Indiana
$859K -$1.8K -61 -0.2%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$857K +$111K +3,762 +15%
CA
269
Cullinan Associates
Kentucky
$857K +$73.9K +2,500 +9%
AAB
270
ABN AMRO Bank
Netherlands
$839K – – –
AAM
271
Advisors Asset Management
Colorado
$839K +$41.8K +1,416 +5%
AQR Capital Management
272
AQR Capital Management
Connecticut
$825K +$573K +19,382 +227%
AFG
273
Atomi Financial Group
New York
$824K -$113K -3,825 -12%
DWM
274
Diversify Wealth Management
Utah
$822K +$822K +29,382 New
CGL
275
Clarius Group LLC
Washington
$822K -$65.5K -2,218 -7%
9 10
11
12 13