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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 %
AFS
351
Annapolis Financial Services
Maryland
$5.77K – – –
USCWA
352
U.S. Capital Wealth Advisors
Texas
$5.06K +$5.06K +271 New
GEA
353
Glen Eagle Advisors
New Jersey
$5K +$1.66K +89 +50%
ADL
354
Asset Dedication LLC
California
$5K – – –
AssetMark Inc
355
AssetMark Inc
California
$4.05K -$616 -33 -13%
TAIM
356
TD Ameritrade Investment Management
Nebraska
$4K – – –
CCM
357
Copeland Capital Management
Pennsylvania
$4K – – –
SC
358
Schubert & Co
Texas
$3.16K -$2.28K -122 -42%
CCA
359
Column Capital Advisors
Indiana
$3.12K – – –
CPG
360
Cornerstone Planning Group
New Jersey
$3.05K +$3.05K +145 New
TRCT
361
Tower Research Capital (TRC)
New York
$3K -$40.5K -2,012 -93%
PFBT
362
Parkside Financial Bank & Trust
Missouri
$2.89K +$2.89K +155 New
HWM
363
HighMark Wealth Management
Minnesota
$2.48K -$784 -42 -24%
ACM
364
Antonetti Capital Management
Florida
$2.3K – – –
FMP
365
Financial Management Professionals
Texas
$2K -$165 -11 -8%
JIR
366
James Investment Research
Ohio
$2K +$2K +100 New
HGERS
367
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +158 New
IAA
368
Independent Advisor Alliance
North Carolina
$1.98K -$349 -18,697 -15%
Federated Hermes
369
Federated Hermes
Pennsylvania
$1.89K -$205 -11 -10%
FA
370
Fiduciary Alliance
South Carolina
$1.87K +$1.87K +100 New
FFA
371
Farther Finance Advisors
California
$1.05K +$1.05K +56 New
GFWA
372
Grey Fox Wealth Advisors
Delaware
$877 +$877 +47 New
FSWA
373
Financial Synergies Wealth Advisors
Texas
$859 – – –
Mackenzie Financial
374
Mackenzie Financial
Ontario, Canada
– -$48.8M -3,330,017 Closed
OTPPB
375
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$4.74M -323,250 Closed
13 14
15
16 17