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.

New
Increased
Maintained
Reduced
Closed
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 %
OIA
351
Optimum Investment Advisors
Illinois
$7K +$7K +358 New
ADL
352
Asset Dedication LLC
California
$6K – – –
LWP
353
Laurel Wealth Planning
Minnesota
$6K – – –
CBT
354
CoreFirst Bank & Trust
Kansas
$6K – – –
AFS
355
Annapolis Financial Services
Maryland
$6K – – –
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$6K +$6K +326 New
Lazard Asset Management
357
Lazard Asset Management
New York
$6K +$6K +337 New
BFEC
358
Benjamin F. Edwards & Company
Missouri
$5K – – –
DHGWA
359
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K +$1.45K +67 +41%
GWM
360
Geneos Wealth Management
Colorado
$5K +$5K +282 New
CCM
361
Copeland Capital Management
Pennsylvania
$4K +$636 +34 +19%
GEA
362
Glen Eagle Advisors
New Jersey
$3.5K – – –
HWM
363
HighMark Wealth Management
Minnesota
$3K -$977 -57 -25%
CCA
364
Column Capital Advisors
Indiana
$3K – – –
CTC
365
Central Trust Company
Missouri
$3K – – –
RIM
366
Rockbridge Investment Management
New York
$2.03K – – –
ACM
367
Antonetti Capital Management
Florida
$2K – – –
AIP
368
Ahrens Investment Partners
Louisiana
$2K – – –
EI
369
Ellevest Inc
New York
$2K – – –
LWA
370
Lenox Wealth Advisors
New York
$1K – – –
HI
371
Hudock Inc
Pennsylvania
$1K – – –
Federated Hermes
372
Federated Hermes
Pennsylvania
$1K +$1K +42 New
Barclays
373
Barclays
United Kingdom
– -$486M -27,173,428 Closed
Schroder Investment Management Group
374
Schroder Investment Management Group
United Kingdom
– -$88.9M -5,412,378 Closed
Millennium Management
375
Millennium Management
New York
– -$10.2M -571,951 Closed
13 14
15
16 17