UBS icon

UBS Group

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
401
RFP Financial Group
Georgia
$9.63K
WWP
402
WR Wealth Planners
Missouri
$9.41K +$9.41K +441 New
SIS
403
Sound Income Strategies
Florida
$9.26K
FCA
404
FinTrust Capital Advisors
South Carolina
$8.42K
NSG
405
Nalls Sherbakoff Group
Tennessee
$8.2K +$8.2K +400 New
AssetMark Inc
406
AssetMark Inc
California
$6.62K +$1.99K +93 +43%
AFS
407
Annapolis Financial Services
Maryland
$6.6K
ADL
408
Asset Dedication LLC
California
$6K
SC
409
Schubert & Co
Texas
$5.74K +$2.13K +100 +59%
BF
410
BOK Financial
Oklahoma
$5.46K -$219K -10,261 -98%
BIA
411
Bell Investment Advisors
California
$5.1K -$3.29K -154 -39%
Bessemer Group
412
Bessemer Group
New Jersey
$5K -$33.4K -1,805 -87%
TAIM
413
TD Ameritrade Investment Management
Nebraska
$5K
CCM
414
Copeland Capital Management
Pennsylvania
$5K
Citadel Advisors
415
Citadel Advisors
Florida
$4.12K +$4.12K +193 New
GEA
416
Glen Eagle Advisors
New Jersey
$3.82K -$1.9K -89 -33%
CCA
417
Column Capital Advisors
Indiana
$3.56K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$2.95K -$363 -17 -11%
AIP
419
Ahrens Investment Partners
Louisiana
$2.54K +$2.54K +119 New
SSG
420
Summit Securities Group
New York
$2K -$65.8K -3,291 -97%
JIR
421
James Investment Research
Ohio
$2K
NIC
422
Northwest Investment Counselors
Oregon
$1.47K +$1.47K +69 New
FFA
423
Farther Finance Advisors
California
$1.2K
GFWA
424
Grey Fox Wealth Advisors
Delaware
$1K
AW
425
Avion Wealth
Texas
$1K +$1K +65 New