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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 %
WSFS
351
Wilmington Savings Fund Society
Delaware
$352K -$5.76K -190 -2%
OBAM
352
ODDO BHF Asset Management
France
$351K – – –
AWM
353
Aprio Wealth Management
Georgia
$345K +$54.1K +1,785 +19%
ATIA
354
American Trust Investment Advisors
New Hampshire
$344K – – –
SWA
355
Sax Wealth Advisors
New Jersey
$341K -$48K -1,582 -12%
LC
356
Lindbrook Capital
California
$341K +$10.5K +345 +3%
DOA
357
D'Orazio & Associates
Virginia
$339K -$243 -8 -0.1%
SF
358
Synovus Financial
Georgia
$338K -$2.91K -96 -0.9%
IRC
359
Investors Research Corp
Georgia
$337K – – –
DWM
360
Drive Wealth Management
Utah
$335K -$3.88K -128 -1%
MHIP
361
Mountain Hill Investment Partners
New Jersey
$334K +$334K +11,000 New
SMA
362
Sage Mountain Advisors
Georgia
$332K -$940 -31 -0.3%
SFS
363
Sowell Financial Services
Arkansas
$325K -$23.3K -770 -7%
LFA
364
Legacy Financial Advisors
Kentucky
$322K +$322K +10,619 New
AG
365
Ascent Group
Virginia
$322K +$3.18K +105 +1%
BCM
366
Barometer Capital Management
Ontario, Canada
$322K – – –
HH
367
Hilltop Holdings
Texas
$317K -$976 -32 -0.3%
SI
368
Stephens Inc
Arkansas
$316K – – –
BPCE
369
Bank Pictet & Cie (Europe)
Germany
$312K – – –
SRL
370
Scientech Research LLC
New Jersey
$312K +$312K +10,288 New
CA
371
Claro Advisors
Massachusetts
$308K -$16.4K -540 -5%
WT
372
Whittier Trust
California
$308K – – –
CP
373
Covenant Partners
Tennessee
$300K – – –
WPC
374
Wedmont Private Capital
Pennsylvania
$300K +$3.23K +100 +1%
DADC
375
D.A. Davidson & Co
Montana
$298K +$2.12K +70 +0.7%
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15
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