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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 %
SMA
401
Seven Mile Advisory
New Jersey
$238K +$7.31K +241 +3%
PSP
402
Principal Street Partners
Tennessee
$237K -$189K -6,241 -44%
OFS
403
OneAscent Financial Services
Alabama
$236K +$236K +7,793 New
CT
404
Chicago Trust
Illinois
$234K -$3.52K -116 -1%
PNC
405
Park National Corp
Ohio
$233K – – –
SC
406
Savant Capital
Illinois
$231K +$20K +659 +9%
FAIM
407
Financial Advocates Investment Management
Washington
$230K -$48.6K -1,603 -17%
CPBTD
408
Central Pacific Bank - Trust Division
Hawaii
$230K – – –
KeyBank National Association
409
KeyBank National Association
Ohio
$226K -$25K -825 -10%
WI
410
WrapManager Inc
California
$223K -$13K -428 -6%
CWP
411
Cyndeo Wealth Partners
Florida
$223K – – –
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$222K -$1.25K -41 -0.6%
WCA
413
Westover Capital Advisors
Delaware
$221K – – –
CH
414
Cromwell Holdings
Wyoming
$220K – – –
KWM
415
Kingsview Wealth Management
Oregon
$218K +$218K +7,182 New
FCCM
416
First City Capital Management
Georgia
$217K -$152 -5 -0.1%
SS
417
SBI Securities
Japan
$213K +$213K +7,040 New
CIS
418
Custom Index Systems
New York
$213K +$213K +7,029 New
AIA
419
Angeles Investment Advisors
California
$213K -$2.79K -92 -1%
BPA
420
Beacon Pointe Advisors
California
$212K +$212K +7,006 New
RWB
421
RMR Wealth Builders
New Jersey
$212K – – –
BCM
422
Bayesian Capital Management
New York
$211K +$211K +6,949 New
AWM
423
Avior Wealth Management
Nebraska
$211K -$2.03K -67 -1%
GFP
424
Gryphon Financial Partners
Ohio
$209K +$209K +6,882 New
Empower Advisory Group
425
Empower Advisory Group
Colorado
$208K -$9.1K -300 -4%
15 16
17
18 19