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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.53%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$531M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$385M
3
SP
SIH Partners
Delaware
+$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$170M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$746M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$183M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$92.4M
5
Bank of America
Bank of America
North Carolina
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$531K +$17.2K +527 +3%
DC
302
Davenport & Co
Virginia
$514K -$31.4K -1,034 -6%
CDIEC
303
Crédit Industriel et Commercial
France
$487K +$487K +17,573 New
GCM
304
Gallacher Capital Management
Colorado
$486K +$12.6K +416 +3%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$485K +$96K +3,166 +25%
TFS
306
Thoroughbred Financial Services
Tennessee
$484K – – –
SWP
307
Sagespring Wealth Partners
Tennessee
$483K +$483K +15,924 New
SC
308
Syon Capital
California
$478K -$1.33M -43,764 -74%
CC
309
Carlson Capital
Texas
$476K +$476K +15,700 New
CA
310
Clearstead Advisors
Ohio
$472K -$86.2K -2,842 -15%
SRC
311
Sage Rhino Capital
California
$469K -$12.4K -409 -3%
SIG
312
Stonegate Investment Group
Alabama
$469K – – –
SIM
313
Studio Investment Management
Illinois
$465K -$6.67K -220 -1%
BBHC
314
Brown Brothers Harriman & Co
New York
$462K +$455K +15,000 +6,522%
BA
315
Bridgewater Advisors
New York
$460K +$419 +13 +0.1%
EWA
316
EverSource Wealth Advisors
Alabama
$458K +$266K +8,773 +138%
KFC
317
Klingenstein Fields & Co
New York
$453K – – –
GI
318
Gradient Investments
Minnesota
$451K -$33.6K -1,107 -7%
SGA
319
Strategic Global Advisors
California
$436K +$436K +14,395 New
SW
320
SVB Wealth
Massachusetts
$434K +$434K +14,298 New
BRWA
321
B. Riley Wealth Advisors
Florida
$431K -$35.1K -1,157 -8%
USCWA
322
U.S. Capital Wealth Advisors
Texas
$429K +$142K +4,675 +49%
Macquarie Group
323
Macquarie Group
Australia
$428K – – –
FA
324
FDx Advisors
Illinois
$419K -$24.2K -799 -5%
WFI
325
West Family Investments
California
$408K -$2.91K -96 -0.7%
11 12
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