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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 %
ZB
376
Zions Bancorporation
Utah
$33.1K -$730 -36 -2%
AIM
377
Anchor Investment Management
South Carolina
$31.5K +$31.5K +1,555 New
TWC
378
TD Waterhouse Canada
Ontario, Canada
$30.4K -$86.5K -3,930 -74%
APW
379
Acima Private Wealth
Virginia
$27.9K +$9K +444 +48%
AF
380
Allworth Financial
California
$27.7K -$9.06K -447 -25%
SC
381
Solstein Capital
California
$23.7K +$23.7K +1,170 New
RFA
382
Resurgent Financial Advisors
Georgia
$21.1K – – –
CB
383
Community Bank
New York
$20.3K – – –
WT
384
Whittier Trust
California
$20.3K +$20.3K +1,000 New
AF
385
Advisornet Financial
Minnesota
$20.1K – – –
BFPW
386
BOK Financial Private Wealth
Colorado
$18.3K -$4.34K -214 -19%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K +$7.82K +386 +76%
PFBT
388
Parkside Financial Bank & Trust
Missouri
$17.1K +$14.4K +708 +513%
HFM
389
Harvest Fund Management
China
$17K -$20.5K -1,032 -55%
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$16.8K – – –
SVCP
391
Silicon Valley Capital Partners
California
$12.5K +$12.5K +615 New
FHA
392
First Horizon Advisors
Tennessee
$12.1K +$142 +7 +1%
CCM
393
Chilton Capital Management
Texas
$11.6K +$11.6K +572 New
EARNEST Partners
394
EARNEST Partners
Georgia
$11.2K +$1.14K +56 +11%
JWA
395
JFS Wealth Advisors
Pennsylvania
$11K -$2.53K -125 -19%
AWM
396
Activest Wealth Management
Florida
$10.7K +$10.7K +121 New
MA
397
Montag & Associates
Georgia
$10.6K +$1.22K +60 +13%
GCM
398
Gables Capital Management
Florida
$10.1K – – –
NFSG
399
Newbridge Financial Services Group
Florida
$10.1K +$10.1K +500 New
FMP
400
Financial Management Professionals
Texas
$10K – – –
14 15
16
17 18