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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 %
OL
326
Optas LLC
Texas
$406K +$104K +3,418 +34%
HWM
327
HB Wealth Management
Georgia
$401K +$199K +6,577 +99%
DWM
328
Dakota Wealth Management
Florida
$400K -$10.9K -361 -3%
SWM
329
Spire Wealth Management
Virginia
$400K -$11.6K -383 -3%
SCP
330
Sivia Capital Partners
California
$399K -$7.1K -234 -2%
SWM
331
Seed Wealth Management
Illinois
$398K – – –
VFA
332
Valeo Financial Advisors
Indiana
$396K -$511K -16,838 -56%
PWM
333
Perigon Wealth Management
California
$395K +$25K +754 +7%
DAS
334
Diversify Advisory Services
Utah
$394K +$75.3K +2,329 +24%
Focus Partners Wealth
335
Focus Partners Wealth
Massachusetts
$393K +$94K +3,100 +31%
FIM
336
Freedom Investment Management
Connecticut
$392K -$21.8K -718 -5%
MWM
337
Mission Wealth Management
California
$390K +$49.2K +1,622 +14%
IC
338
Iconiq Capital
California
$389K +$389K +12,818 New
SA
339
swisspartners Advisors
Switzerland
$388K – – –
TPCW
340
TD Private Client Wealth
New York
$387K -$1.36K -45 -0.4%
LG
341
Leuthold Group
Minnesota
$386K -$9.55K -315 -2%
TWC
342
TD Waterhouse Canada
Ontario, Canada
$379K -$1.06K -35 -0.3%
4WM
343
44 Wealth Management
Oregon
$377K -$23.2K -764 -6%
NVCHI
344
New Vernon Capital Holdings II
New Jersey
$367K -$80.4K -2,653 -18%
Squarepoint
345
Squarepoint
New York
$367K -$545K -17,976 -60%
A
346
Allianz
Germany
$365K +$11.9K +389 +3%
FNBOH
347
First National Bank of Hutchinson
Kansas
$364K -$3.4K -112 -0.9%
BFG
348
Bleakley Financial Group
New Jersey
$364K +$1.24K +41 +0.3%
CG
349
Caprock Group
Idaho
$362K +$38.2K +1,261 +12%
MEAC
350
M.E. Allison & Co
Texas
$354K +$354K +11,660 New
12 13
14
15 16