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UBS Group

434 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.49% more ownership

Funds ownership: 37.66%40.15% (+2.5%)

13% less call options, than puts

Call options by funds: $680M | Put options by funds: $779M

22% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 164

Holders
434
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$680M
Puts
$779M
Net Calls
Net Calls Change

Top Sellers

1 -$601M
2 -$432M
3 -$235M
4
Goldman Sachs
Goldman Sachs
New York
-$157M
5
Axa
Axa
France
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$478K
277
$475K
278
$471K
279
$468K
280
$463K
281
$462K
282
$458K
283
$446K
284
$438K
285
$432K
286
$431K
287
$412K
288
$394K
289
$380K
290
$373K
291
$368K
292
$366K
293
$364K
294
$359K
295
$357K
296
$350K
297
$348K
298
$342K
299
$339K
300
$332K