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UBS Group
UBS

Overview Fund Activity

300 hedge funds and large institutions have $11.5B invested in UBS Group in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
55
Increased
106
Reduced
93
Closed
50
Calls
$254M
Puts
$433M
Net Calls
-$179M
Net Calls Change
-$34.9M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$295M
2
Norges Bank
Norges Bank
Norway
+$106M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$36.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$35.9M
5
DZ Bank
DZ Bank
Germany
+$29.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$473M
2
Goldman Sachs
Goldman Sachs
New York
-$163M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$133M
4
GQG Partners
GQG Partners
Florida
-$118M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
276
Firestone Capital Management
Florida
$3K – – –
GWM
277
Geneos Wealth Management
Colorado
$2K -$4.28K -642 -68%
TAIM
278
TD Ameritrade Investment Management
Nebraska
$2K -$1.17K -116 -37%
HWM
279
HighMark Wealth Management
Minnesota
$2K -$676 -93 -25%
SMFS
280
Squar Milner Financial Services
California
$2K – – –
BFEC
281
Benjamin F. Edwards & Company
Missouri
$2K – – –
NFG
282
Next Financial Group
Texas
$2K – – –
AC
283
AlphaCore Capital
California
$2K +$2K +197 New
GSWM
284
Golden State Wealth Management
California
$2K +$2K +225 New
LWM
285
Lenox Wealth Management
Ohio
$2K +$2K +243 New
AP
286
Arlington Partners
Alabama
$2K +$2K +248 New
EW
287
Evoke Wealth
California
$1.17K -$11K -1,184 -90%
LPWM
288
Lake Point Wealth Management
Texas
$1K – – –
LWM
289
Liberty Wealth Management
California
$1K – – –
WCG
290
Weaver Consulting Group
California
$1K +$1K +114 New
CFFP
291
Center for Financial Planning
Michigan
$1K +$1K +122 New
CFGS
292
Concourse Financial Group Securities
Alabama
$1K +$1K +147 New
Federated Hermes
293
Federated Hermes
Pennsylvania
$1K +$1K +160 New
AWA
294
Arkadios Wealth Advisors
Georgia
$204 +$204 +22 New
TI
295
tru Independence
Oregon
$99 – – –
GQG Partners
296
GQG Partners
Florida
– -$118M -9,350,211 Closed
Invesco
297
Invesco
Georgia
– -$88.2M -7,010,419 Closed
BBVA
298
Banco Bilbao Vizcaya Argentaria
Spain
– -$33M -2,613,573 Closed
Calamos Advisors
299
Calamos Advisors
Illinois
– -$18.5M -1,468,000 Closed
GH
300
GAM Holding
Switzerland
– -$14.7M -1,164,327 Closed
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