UBS icon

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.

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 %
MAM
326
Meeder Asset Management
Ohio
$24K -$2.88K -147 -11%
CC
327
Commons Capital
Massachusetts
$23K +$23K +1,170 New
FAG
328
Fortitude Advisory Group
Washington
$20K -$573 -30 -3%
CB
329
Community Bank
New York
$20K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$19K +$9.79K +500 +106%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$18K -$9.09K -470 -34%
EWA
332
EverSource Wealth Advisors
Alabama
$17K +$1.72K +88 +11%
SPIA
333
Steward Partners Investment Advisory
New York
$16K – – –
FMP
334
Financial Management Professionals
Texas
$16K +$13.1K +678 +455%
PCH
335
Polar Capital Holdings
United Kingdom
$14.8K -$3.88K -203,968 -21%
ARIS
336
Advanced Research Investment Solutions
California
$14K -$22.1K -1,112 -61%
HR
337
Howe & Rusling
New York
$14K -$3.7K -185 -21%
EARNEST Partners
338
EARNEST Partners
Georgia
$13K – – –
ST
339
Smithfield Trust
Pennsylvania
$13K – – –
FHA
340
First Horizon Advisors
Tennessee
$13K +$10.1K +527 +349%
T
341
TCWP
Ohio
$13K +$13K +690 New
HPC
342
HM Payson & Co
Maine
$10K – – –
BDWM
343
Brewin Dolphin Wealth Management
Ireland
$10K +$10K +534 New
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.87K -$3.62K -185 -27%
FF
345
FourThought Financial
Florida
$9K -$1.87K -101 -17%
KFI
346
Key Financial Inc
Pennsylvania
$9K – – –
FCA
347
FinTrust Capital Advisors
South Carolina
$9K +$2.89K +145 +47%
MA
348
MUFG Americas
New York
$9K +$4.25K +212 +89%
AF
349
Allworth Financial
California
$8K – – –
SIS
350
Sound Income Strategies
Florida
$8K – – –
12 13
14
15 16