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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
UBS AM
Illinois
$2.63B
2
Legal & General Group
Legal & General Group
United Kingdom
$823M
3
UBS Group
UBS Group
Switzerland
$4.63B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
Goldman Sachs
New York
$524M
5
Deutsche Bank
Deutsche Bank
Germany
$624M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Spire Wealth Management
Virginia
$413K -$118K -3,990 -22%
TSS
327
Two Sigma Securities
New York
$407K +$407K +13,766 New
DAS
328
Diversify Advisory Services
Utah
$407K -$622K -20,539 -60%
SCP
329
Sivia Capital Partners
California
$404K +$23.5K +796 +6%
P
330
&Partners
Tennessee
$396K +$85.8K +2,906 +28%
LG
331
Leuthold Group
Minnesota
$395K +$167K +5,669 +73%
MIF
332
Mediolanum International Funds
Ireland
$392K +$33.4K +1,217 +9%
SWM
333
Seed Wealth Management
Illinois
$388K +$26.3K +890 +7%
WS
334
Wedbush Securities
California
$383K -$130K -4,416 -25%
LC
335
Lindbrook Capital
California
$379K +$13.1K +444 +4%
ATIA
336
American Trust Investment Advisors
New Hampshire
$378K – – –
QCM
337
Qsemble Capital Management
New York
$374K +$374K +12,668 New
SRL
338
Scientech Research LLC
New Jersey
$371K +$371K +12,562 New
SA
339
swisspartners Advisors
Switzerland
$370K – – –
Macquarie Group
340
Macquarie Group
Australia
$370K +$370K +14,000 New
TPCW
341
TD Private Client Wealth
New York
$367K +$316K +10,709 +626%
TRCT
342
Tower Research Capital (TRC)
New York
$367K -$432K -14,641 -54%
Focus Partners Wealth
343
Focus Partners Wealth
Massachusetts
$365K +$1.54K +52 +0.4%
FNBOH
344
First National Bank of Hutchinson
Kansas
$358K -$75.2K -2,547 -17%
MWM
345
Mission Wealth Management
California
$358K +$80.2K +2,714 +29%
PWPS
346
Pinnacle Wealth Planning Services
Ohio
$358K +$159K +5,390 +80%
SFS
347
Sowell Financial Services
Arkansas
$348K +$236 +8 +0.1%
SWA
348
Sax Wealth Advisors
New Jersey
$348K +$348K +11,773 New
Mitsubishi UFJ Trust & Banking
349
Mitsubishi UFJ Trust & Banking
Japan
$344K -$19.6K -655 -5%
A
350
Allianz
Germany
$340K -$183K -6,205 -35%
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