UBS icon

UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
Goldman Sachs
New York
$487M
3
Dodge & Cox
Dodge & Cox
California
$2.28B
4
Amundi
Amundi
France
$298M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.81B
2
Vontobel Holding
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
Allianz Asset Management
Germany
$222M
5
Ameriprise
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
EverSource Wealth Advisors
Alabama
$45K -$37.7K -2,596 -46%
CFG
302
CKW Financial Group
Hawaii
$39K – – –
GWS
303
Glassman Wealth Services
Virginia
$37K +$37K +2,526 New
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$36.7K +$91 +5,677 +0.2%
PCM
305
Penserra Capital Management
California
$35K +$35K +2,439 New
AWM
306
Accel Wealth Management
Iowa
$33K – – –
TRCT
307
Tower Research Capital (TRC)
New York
$31K -$87.7K -6,114 -74%
HCP
308
Hexagon Capital Partners
Arkansas
$31K +$18.7K +1,267 +151%
MHR
309
Matthew Hamilton Rosenberg
$30K +$528 +37 +2%
MFS
310
Mirabella Financial Services
United Kingdom
$30K +$30K +12,844 New
HFM
311
Harvest Fund Management
China
$28K +$28K +1,887 New
GRP
312
Global Retirement Partners
California
$26K – – –
ZB
313
Zions Bancorporation
Utah
$23K +$3.6K +248 +19%
TWC
314
TD Waterhouse Canada
Ontario, Canada
$22.3K -$4.87K -300 -18%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$22K -$3.29K -227 -13%
TCWA
316
Ten Capital Wealth Advisors
Washington
$22K – – –
BFEC
317
Benjamin F. Edwards & Company
Missouri
$19K – – –
AF
318
Advisornet Financial
Minnesota
$18K -$6.68K -470 -27%
VCM
319
Vigilant Capital Management
Maine
$16K – – –
SPIA
320
Steward Partners Investment Advisory
New York
$16K +$3.93K +274 +33%
UB
321
UMB Bank
Missouri
$15K -$21.5K -1,455 -59%
CB
322
Community Bank
New York
$15K – – –
BFPW
323
BOK Financial Private Wealth
Colorado
$13K – – –
AF
324
Allworth Financial
California
$12K -$2.68K -192 -18%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$12K -$605 -40 -5%
11 12
13
14 15