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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
$3.42B
2
Capital World Investors
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$411M
4
Bank of America
Bank of America
North Carolina
$346M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.31B
2
PL
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
401
Key Financial Inc
Pennsylvania
$9.24K – – –
RFG
402
RFP Financial Group
Georgia
$9.14K – – –
USB
403
Union Savings Bank
Connecticut
$9.09K +$9.09K +410 New
BG
404
Bollard Group
Massachusetts
$9K +$9K +463 New
GJIA
405
Glass Jacobson Investment Advisors
Maryland
$8.88K +$8.88K +438 New
SIS
406
Sound Income Strategies
Florida
$8.8K – – –
WWP
407
WR Wealth Planners
Missouri
$8.64K -$304 -15 -3%
FCA
408
FinTrust Capital Advisors
South Carolina
$8.42K – – –
GKIM
409
GW&K Investment Management
Massachusetts
$8K +$8K +371 New
NSG
410
Nalls Sherbakoff Group
Tennessee
$7.56K – – –
PAM
411
Paradigm Asset Management
New York
$7.5K +$7.5K +370 New
FA
412
Fiduciary Alliance
South Carolina
$6.77K +$6.77K +334 New
GWSG
413
GPS Wealth Strategies Group
Colorado
$6.3K +$6.3K +311 New
AFS
414
Annapolis Financial Services
Maryland
$6.26K – – –
ADL
415
Asset Dedication LLC
California
$6K – – –
CAS
416
Coppell Advisory Solutions
Texas
$5.43K +$5.43K +271 New
FGAM
417
Financial Gravity Asset Management
Texas
$5.08K -$254 -1 -5%
BFEC
418
Benjamin F. Edwards & Company
Missouri
$5K -$9.02K -451 -64%
WAS
419
Winch Advisory Services
Wisconsin
$5K +$5K +222 New
TWM
420
Tradition Wealth Management
Minnesota
$5K +$5K +261 New
CCM
421
Copeland Capital Management
Pennsylvania
$4.34K – – –
OP
422
ORG Partners
Indiana
$4K +$4K +216 New
CCA
423
Column Capital Advisors
Indiana
$3.39K – – –
BF
424
BOK Financial
Oklahoma
$3.12K -$2.07K -102 -40%
BIA
425
Bell Investment Advisors
California
$2.88K -$1.97K -97 -41%
15 16
17
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