UBS icon

UBS Group

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
301
Berman Capital Advisors
Georgia
$30K +$409 +27 +1%
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$1.31K +87 +5%
MAM
303
Meeder Asset Management
Ohio
$28K +$6.11K +403 +28%
ZB
304
Zions Bancorporation
Utah
$24K -$546 -36 -2%
AssetMark Inc
305
AssetMark Inc
California
$23K -$572 -38 -2%
TCWA
306
Ten Capital Wealth Advisors
Washington
$23K
CA
307
Crewe Advisors
Utah
$21K
FF
308
FourThought Financial
Florida
$15K -$15K -1,007 -50%
CB
309
Community Bank
New York
$15K
SPIA
310
Steward Partners Investment Advisory
New York
$14K -$5.85K -395 -29%
HR
311
Howe & Rusling
New York
$14K -$1.87K -118 -12%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$14K -$1.67K -111 -11%
SCA
313
Stonebridge Capital Advisors
Minnesota
$14K +$7K +450 +100%
FHA
314
First Horizon Advisors
Tennessee
$13K +$13K +821 New
SIM
315
Sonora Investment Management
Arizona
$12K +$12K +790 New
PCH
316
Polar Capital Holdings
United Kingdom
$11.7K +$4.12K +277,557 +54%
HPC
317
HM Payson & Co
Maine
$11K
SL
318
Savior LLC
Massachusetts
$10K
ST
319
Smithfield Trust
Pennsylvania
$10K
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$9K
EARNEST Partners
321
EARNEST Partners
Georgia
$9K
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$9K +616 New
KFI
323
Key Financial Inc
Pennsylvania
$8K
ASN
324
Advisory Services Network
Georgia
$8K +$8K +547 New
SIS
325
Sound Income Strategies
Florida
$7K