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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 %
BTI
276
Blue Trust Inc
Georgia
$809K +$444K +14,461 +122%
RCAG
277
Rehmann Capital Advisory Group
Michigan
$800K +$21.3K +721 +3%
SB
278
Simmons Bank
Arkansas
$798K -$1.3M -44,163 -62%
Tudor Investment Corp
279
Tudor Investment Corp
Connecticut
$772K +$441K +14,930 +133%
CPC
280
Cookson Peirce & Co
Pennsylvania
$769K +$3.1K +105 +0.4%
LOIM
281
Liberty One Investment Management
Illinois
$735K -$39.9K -1,349 -5%
GWM
282
Greenwich Wealth Management
Connecticut
$734K – – –
SA
283
Sanctuary Advisors
Indiana
$724K +$724K +26,446 New
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$716K -$109K -3,695 -13%
UCFA
285
United Capital Financial Advisors
Texas
$710K +$16.9K +572 +2%
ECM
286
Evergreen Capital Management
Washington
$694K -$18K -608 -3%
CCM
287
Coldstream Capital Management
Washington
$676K +$269K +9,113 +66%
CWAG
288
Compton Wealth Advisory Group
Virginia
$667K – – –
CCA
289
Checchi Capital Advisers
California
$660K +$1.18K +40 +0.2%
SM
290
Sciencast Management
New Jersey
$614K +$614K +20,789 New
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$602K +$13.1K +443 +2%
DWT
292
Dorsey & Whitney Trust
South Dakota
$599K -$2.01K -68 -0.3%
CP
293
Covenant Partners
Tennessee
$592K +$299K +10,123 +102%
Verition Fund Management
294
Verition Fund Management
Connecticut
$581K +$289K +9,795 +99%
SC
295
Solstein Capital
California
$570K – – –
Prudential Financial
296
Prudential Financial
New Jersey
$557K -$5.17K -175 -0.9%
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$551K -$15.8M -534,966 -97%
CA
298
Clearstead Advisors
Ohio
$544K +$81.3K +2,751 +18%
OAM
299
Oppenheimer Asset Management
New York
$532K +$40.9K +1,386 +8%
NS
300
NBC Securities
Alabama
$506K +$84.7K +2,873 +20%
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