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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$841M
2
Marshall Wace
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.18B
2
CS
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
326
BOK Financial Private Wealth
Colorado
$16.9K – – –
CA
327
Corrado Advisors
New Jersey
$15.9K +$15.9K +850 New
CSPIA
328
Cary Street Partners Investment Advisory
Virginia
$15.6K +$15.6K +836 New
SBL
329
Sargent Bickham Lagudis
Colorado
$12K – – –
MPCL
330
My Personal CFO LLC
Washington
$12K +$12K +645 New
JWA
331
JFS Wealth Advisors
Pennsylvania
$11.8K -$94.2K -5,045 -89%
AF
332
Allworth Financial
California
$11.6K -$4.46K -239 -28%
MA
333
Montag & Associates
Georgia
$10.8K +$10.8K +577 New
Twin Tree Management
334
Twin Tree Management
Texas
$10.7K -$6.07M -325,355 -100%
FHA
335
First Horizon Advisors
Tennessee
$9.44K +$3.35K +179 +55%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.43K – – –
HPC
337
HM Payson & Co
Maine
$9.43K – – –
GCM
338
Gables Capital Management
Florida
$9.34K +$9.34K +500 New
GJIA
339
Glass Jacobson Investment Advisors
Maryland
$8.89K +$8.89K +476 New
PWMG
340
Prestige Wealth Management Group
New Jersey
$8.55K +$8.55K +458 New
EARNEST Partners
341
EARNEST Partners
Georgia
$8.53K – – –
ASN
342
Advisory Services Network
Georgia
$8.5K +$8.5K +455 New
TWI
343
Thomas White International
Illinois
$8.48K -$1.69M -90,699 -100%
FCA
344
FinTrust Capital Advisors
South Carolina
$8.42K – – –
RFG
345
RFP Financial Group
Georgia
$8.42K +$8.42K +451 New
SIS
346
Sound Income Strategies
Florida
$8.1K – – –
FGAM
347
Financial Gravity Asset Management
Texas
$8.01K +$1.69K +4 +27%
BIA
348
Bell Investment Advisors
California
$7.34K -$224 -12 -3%
KFI
349
Key Financial Inc
Pennsylvania
$6.62K – – –
LWP
350
Laurel Wealth Planning
Minnesota
$6.18K – – –
12 13
14
15 16