UBS icon

UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$554K -$195K -6,310 -26%
IC
302
IEQ Capital
California
$536K +$51.5K +1,666 +11%
NS
303
NBC Securities
Alabama
$529K -$370 -12 -0.1%
PA
304
Parallel Advisors
California
$520K +$8.41K +272 +2%
PP
305
PDS Planning
Ohio
$509K +$2.29K +74 +0.5%
GI
306
Gradient Investments
Minnesota
$494K -$4.39K -142 -0.9%
TFS
307
Thoroughbred Financial Services
Tennessee
$493K -$1.54K -50 -0.3%
SRC
308
Sage Rhino Capital
California
$491K +$2.94K +95 +0.6%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$488K +$151K +4,889 +45%
GCM
310
Gallacher Capital Management
Colorado
$483K +$3.15K +102 +0.7%
SIM
311
Studio Investment Management
Illinois
$481K +$14.3K +464 +3%
SIG
312
Stonegate Investment Group
Alabama
$478K +$24.6K +797 +5%
BRWA
313
B. Riley Wealth Advisors
Florida
$473K -$15.3K -496 -3%
Prudential Financial
314
Prudential Financial
New Jersey
$473K -$110K -3,558 -19%
MIF
315
Mediolanum International Funds
Ireland
$469K +$25.3K +812 +6%
BA
316
Bridgewater Advisors
New York
$468K -$6.93K -211 -1%
KFC
317
Klingenstein Fields & Co
New York
$461K – – –
NVCHI
318
New Vernon Capital Holdings II
New Jersey
$456K +$456K +14,767 New
FA
319
FDx Advisors
Illinois
$452K -$25.9K -837 -5%
Macquarie Group
320
Macquarie Group
Australia
$431K – – –
4WM
321
44 Wealth Management
Oregon
$422K +$422K +13,214 New
FIM
322
Freedom Investment Management
Connecticut
$422K -$20.3K -658 -5%
SWM
323
Spire Wealth Management
Virginia
$420K -$13.1K -423 -3%
DWM
324
Dakota Wealth Management
Florida
$419K -$13.7K -443 -3%
WFI
325
West Family Investments
California
$418K +$418K +13,537 New
11 12
13
14 15