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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.84B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.3B
2
Barclays
2
Barclays
United Kingdom
$0
3
Capital International Investors
3
Capital International Investors
California
$183M
4
Goldman Sachs
4
Goldman Sachs
New York
$541M
5
DZ Bank
5
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
301
SG3 Management
Puerto Rico
$98K +$98K +5,000 New
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$87K +$52.9K +2,715 +155%
FWM
303
Focused Wealth Management
New York
$86K +$86K +4,400 New
FP
304
Financial Perspectives
Minnesota
$80K – – –
HNB
305
Huntington National Bank
Ohio
$77K -$510 -26 -0.7%
UB
306
UMB Bank
Missouri
$77K – – –
AS
307
Altshuler Shaham
Israel
$76K +$76K +3,895 New
AF
308
Advisornet Financial
Minnesota
$67K – – –
PFS
309
Prospera Financial Services
Texas
$64K +$64K +3,300 New
CFD
310
Creative Financial Designs
Indiana
$63K +$63K +3,200 New
BBHC
311
Brown Brothers Harriman & Co
New York
$61K – – –
Koshinski Asset Management
312
Koshinski Asset Management
Illinois
$54.2K -$20K -1,025 -27%
CFG
313
CKW Financial Group
Hawaii
$53K +$53K +2,700 New
Bessemer Group
314
Bessemer Group
New Jersey
$52K -$21.5K -1,097 -29%
BCM
315
Blume Capital Management
California
$47K -$110K -5,600 -70%
Jones Financial Companies
316
Jones Financial Companies
Missouri
$47K -$14.5K -741 -24%
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$214 -11 -0.5%
TWC
318
TD Waterhouse Canada
Ontario, Canada
$46.6K +$24.9K +1,264 +115%
AWM
319
Accel Wealth Management
Iowa
$41K – – –
MHR
320
Matthew Hamilton Rosenberg
$40K – – –
MCC
321
Money Concepts Capital
Florida
$36K +$36K +1,828 New
GRP
322
Global Retirement Partners
California
$31K +$31K +1,629 New
TCWA
323
Ten Capital Wealth Advisors
Washington
$29K – – –
WB
324
West Bancorporation
Iowa
$29K – – –
ZB
325
Zions Bancorporation
Utah
$25K +$155 +8 +0.6%
11 12
13
14 15