UBS icon

UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$316M
2
Capital World Investors
Capital World Investors
California
+$242M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Bank of America
Bank of America
North Carolina
+$175M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.82B
2
PL
Perpetual Ltd
Australia
-$82M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$81.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$123K -$18.4K -907 -13%
Citadel Advisors
352
Citadel Advisors
Florida
$88.2K +$84.3K +4,160 +2,155%
CAM
353
Cacti Asset Management
Georgia
$85.6K +$85.6K +4,225 New
FP
354
Financial Perspectives
Minnesota
$83K – – –
CFGS
355
Concourse Financial Group Securities
Alabama
$82.6K -$7.66K -378 -8%
BTI
356
Blue Trust Inc
Georgia
$81K -$585K -27,640 -88%
HNB
357
Huntington National Bank
Ohio
$68.6K -$21.8K -1,073 -24%
EL
358
EMFO LLC
Florida
$60.9K +$60.9K +3,002 New
CFG
359
CKW Financial Group
Hawaii
$55K – – –
CFD
360
Creative Financial Designs
Indiana
$53K -$12.3K -607 -19%
HCP
361
Hexagon Capital Partners
Arkansas
$52.6K +$23.1K +1,141 +78%
Bessemer Group
362
Bessemer Group
New Jersey
$51K +$45.6K +2,266 +839%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$50.3K +$17.6K +868 +54%
MHR
364
Matthew Hamilton Rosenberg
$49.8K – – –
TRCT
365
Tower Research Capital (TRC)
New York
$48.6K +$48.3K +2,383 +17,021%
Walleye Capital
366
Walleye Capital
New York
$48.3K +$48.3K +2,383 New
ODG
367
O'Dell Group
Ohio
$47.8K +$47.8K +2,356 New
UB
368
UMB Bank
Missouri
$45.8K +$426 +21 +0.9%
First Manhattan
369
First Manhattan
New York
$40.5K -$10.3K -506 -20%
TJHA
370
Thomas J. Herzfeld Advisors
Florida
$40.5K +$40.5K +2,000 New
TPCW
371
TD Private Client Wealth
New York
$40.2K -$1.56K -77 -4%
PLU
372
Performa Ltd (US)
South Carolina
$35.3K +$35.3K +1,739 New
GRP
373
Global Retirement Partners
California
$34.7K +$3.89K +192 +13%
SPIA
374
Steward Partners Investment Advisory
New York
$34.3K +$15.3K +754 +80%
Twin Tree Management
375
Twin Tree Management
Texas
$34.1K +$34.1K +1,684 New
13 14
15
16 17