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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 %
Cambridge Investment Research Advisors
276
Cambridge Investment Research Advisors
Iowa
$478K -$1.98K -93 -0.4%
SW
277
SVB Wealth
Massachusetts
$475K +$3.5K +164 +0.7%
ECM
278
Evergreen Capital Management
Washington
$471K +$49.9K +2,339 +12%
Verition Fund Management
279
Verition Fund Management
Connecticut
$468K +$217K +10,166 +86%
BNP Paribas Financial Markets
280
BNP Paribas Financial Markets
France
$463K -$963K -45,108 -68%
Charles Schwab
281
Charles Schwab
California
$462K +$127K +5,940 +38%
SWM
282
Spire Wealth Management
Virginia
$458K -$83.7K -3,920 -15%
MYIA
283
Mount Yale Investment Advisors
Colorado
$446K +$45.7K +2,142 +11%
SM
284
Sciencast Management
New Jersey
$438K +$438K +22,900 New
SIM
285
Studio Investment Management
Illinois
$432K -$54.4K -2,549 -11%
GI
286
Gradient Investments
Minnesota
$431K -$54.2K -2,539 -11%
SGA
287
Strategic Global Advisors
California
$412K +$412K +19,284 New
NA
288
NewEdge Advisors
Louisiana
$394K +$153K +7,182 +64%
DWT
289
Dorsey & Whitney Trust
South Dakota
$380K +$70K +3,278 +23%
GT
290
Glenmede Trust
Pennsylvania
$373K +$59.9K +2,807 +19%
M&T Bank
291
M&T Bank
New York
$368K -$38.7K -1,811 -10%
GCM
292
Gallacher Capital Management
Colorado
$366K -$15.8K -740 -4%
ATIA
293
American Trust Investment Advisors
New Hampshire
$364K
ZF
294
Zhang Financial
Michigan
$359K -$17.2K -806 -5%
CG
295
Colony Group
Massachusetts
$357K -$52.2K -2,450 -13%
SRC
296
Sage Rhino Capital
California
$350K +$640 +30 +0.2%
MOS
297
MGO One Seven
Ohio
$348K +$348K +16,316 New
FB
298
Fulton Bank
Pennsylvania
$342K +$342K +16,008 New
CCA
299
Checchi Capital Advisers
California
$339K -$7.85K -368 -2%
CA
300
Clearstead Advisors
Ohio
$332K -$28.7K -1,345 -8%