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UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
Goldman Sachs
New York
$487M
3
Dodge & Cox
Dodge & Cox
California
$2.28B
4
Amundi
Amundi
France
$298M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.81B
2
Vontobel Holding
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
Allianz Asset Management
Germany
$222M
5
Ameriprise
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMT
276
Select Asset Management & Trust
Pennsylvania
$156K – – –
IA
277
IFP Advisors
Florida
$154K -$6.82K -387 -4%
CCIA
278
Campbell & Co Investment Adviser
Maryland
$154K +$154K +10,586 New
SI
279
Stephens Inc
Arkansas
$153K -$1.24K -85 -0.8%
ZF
280
Zhang Financial
Michigan
$152K +$152K +10,460 New
CAM
281
Cozad Asset Management
Illinois
$150K -$51.2K -3,537 -25%
LC
282
Lindbrook Capital
California
$147K +$17.8K +1,227 +14%
BC
283
Bridgefront Capital
Texas
$146K +$146K +10,035 New
PP
284
PDS Planning
Ohio
$146K +$146K +10,075 New
SIG
285
Stonegate Investment Group
Alabama
$146K +$146K +10,096 New
DI
286
Diligent Investors
California
$145K – – –
CG
287
Cutler Group
California
$139K +$93.5K +6,442 +205%
SWM
288
Selective Wealth Management
Virginia
$124K – – –
APA
289
American Portfolios Advisors
New York
$107K -$813 -56 -0.8%
CAM
290
Columbia Asset Management
Michigan
$100K +$100K +272 New
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$90K +$71 +5 +0.1%
ACM
292
Aquatic Capital Management
Illinois
$89K -$10.2K -700 -10%
TPCW
293
TD Private Client Wealth
New York
$87.3K -$7.37K -508 -8%
JWA
294
JFS Wealth Advisors
Pennsylvania
$82K -$37.4K -2,587 -31%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$68K -$1.05K -72 -2%
MGIM
296
M&G Investment Management
United Kingdom
$64.7K -$931 -65,646 -1%
FP
297
Financial Perspectives
Minnesota
$59.4K – – –
HNB
298
Huntington National Bank
Ohio
$57K +$7.1K +486 +14%
Bessemer Group
299
Bessemer Group
New Jersey
$50K +$20K +1,381 +67%
CFD
300
Creative Financial Designs
Indiana
$47K – – –
10 11
12
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