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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 %
DOA
351
D'Orazio & Associates
Virginia
$333K +$59 +2 +0%
SF
352
Synovus Financial
Georgia
$330K -$1.95K -66 -0.6%
IRC
353
Investors Research Corp
Georgia
$328K – – –
DWM
354
Drive Wealth Management
Utah
$328K +$10.3K +349 +3%
SMA
355
Sage Mountain Advisors
Georgia
$324K +$108K +3,642 +50%
USCWA
356
U.S. Capital Wealth Advisors
Texas
$322K +$17.5K +591 +6%
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$322K +$28.2K +952 +10%
BCM
358
Barometer Capital Management
Ontario, Canada
$322K +$322K +10,889 New
CA
359
Claro Advisors
Massachusetts
$318K -$27.3K -923 -8%
AG
360
Ascent Group
Virginia
$312K -$42K -1,423 -12%
BFG
361
Bleakley Financial Group
New Jersey
$312K -$34.9K -1,183 -10%
SA
362
Shilanski & Associates
Alaska
$311K -$23.8K -804 -7%
SW
363
Simplicity Wealth
New Jersey
$311K -$35.7K -1,207 -10%
MFIM
364
Mesirow Financial Investment Management
Illinois
$311K +$12.9K +437 +4%
SI
365
Stephens Inc
Arkansas
$308K – – –
GI
366
GAMCO Investors
Connecticut
$297K +$295 +10 +0.1%
CG
367
Caprock Group
Idaho
$296K -$10.9K -368 -4%
G
368
GenTrust
Florida
$293K +$293K +9,918 New
OL
369
Optas LLC
Texas
$292K +$3.63K +123 +1%
FCI
370
Financial Counselors Inc
Kansas
$290K -$43.3K -1,465 -13%
DADC
371
D.A. Davidson & Co
Montana
$287K – – –
PA
372
Pinnacle Associates
New York
$287K -$56.1K -1,900 -16%
AWM
373
Aprio Wealth Management
Georgia
$287K -$7.44K -252 -3%
CWM
374
Calamos Wealth Management
Illinois
$286K -$9.45K -320 -3%
FAIM
375
Financial Advocates Investment Management
Washington
$284K +$414 +14 +0.1%
13 14
15
16 17