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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 %
EWA
376
EverSource Wealth Advisors
Alabama
$283K +$24.7K +819 +10%
WI
377
WrapManager Inc
California
$282K -$53.2K -1,800 -16%
Millennium Management
378
Millennium Management
New York
$280K -$19.1M -645,862 -99%
TWC
379
TD Waterhouse Canada
Ontario, Canada
$275K -$154K -5,156 -36%
LFA
380
Legacy Financial Advisors
Kentucky
$273K +$273K +9,256 New
WRPWM
381
Werba Rubin Papier Wealth Management
California
$268K -$40.5K -1,372 -13%
EGM
382
Engineers Gate Manager
New York
$267K +$267K +9,036 New
HCA
383
Harbour Capital Advisors
Virginia
$264K +$264K +8,825 New
CB
384
Commerce Bank
Missouri
$264K -$4.05K -137 -2%
WPC
385
Wedmont Private Capital
Pennsylvania
$259K +$24K +768 +10%
FOA
386
Five Oceans Advisors
California
$258K -$1.42K -48 -0.5%
KP
387
Keel Point
Alabama
$257K -$16.1K -550 -6%
BPCE
388
Bank Pictet & Cie (Europe)
Germany
$256K – – –
WT
389
Whittier Trust
California
$256K +$108K +3,652 +73%
KeyBank National Association
390
KeyBank National Association
Ohio
$250K +$250K +8,454 New
CAM
391
Cozad Asset Management
Illinois
$245K – – –
CAM
392
Columbia Asset Management
Michigan
$244K +$244K +8,268 New
FT
393
Fiduciary Trust
Massachusetts
$239K +$118 +4 +0%
HH
394
Hilltop Holdings
Texas
$235K +$88 +3 +0%
AO
395
Advisor OS
Illinois
$235K -$8.8K -298 -4%
PNC
396
Park National Corp
Ohio
$234K +$7.74K +262 +3%
KOCAA
397
Knights of Columbus Asset Advisors
Connecticut
$230K +$90.7K +3,070 +65%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$225K +$16.4K +555 +8%
CPBTD
399
Central Pacific Bank - Trust Division
Hawaii
$225K – – –
RAM
400
Readystate Asset Management
Illinois
$222K +$222K +7,511 New
14 15
16
17 18