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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 %
CPG
426
Cornerstone Planning Group
New Jersey
$2.74K +$2.74K +135 New
BCMLT
427
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.25K +$2.25K +111 New
AA
428
Ancora Advisors
Ohio
$2.03K +$2.03K +100 New
PPC
429
Park Place Capital
Alabama
$2.01K -$16.6K -817 -89%
AssetMark Inc
430
AssetMark Inc
California
$1.89K -$4.4K -217 -70%
AWM
431
Abound Wealth Management
Tennessee
$1.62K +$1.62K +80 New
NIC
432
Northwest Investment Counselors
Oregon
$1.32K -$81 -4 -6%
CTA
433
Colonial Trust Advisors
South Carolina
$1.26K +$1.26K +62 New
FFA
434
Farther Finance Advisors
California
$1.18K +$41 +2 +4%
FSWA
435
Financial Synergies Wealth Advisors
Texas
$1.16K +$223 +11 +24%
CFO
436
CVA Family Office
Colorado
$1.03K +$1.03K +51 New
FBC
437
Fairfield, Bush & Co
Connecticut
$1.01K +$1.01K +50 New
GIA
438
GHP Investment Advisors
Colorado
$1.01K +$1.01K +43 New
TAIM
439
TD Ameritrade Investment Management
Nebraska
$1K -$1.99K -141 -67%
AW
440
Avion Wealth
Texas
$1K – – –
BWL
441
Bogart Wealth LLC
Virginia
$973 +$466 +23 +92%
Kayne Anderson Rudnick Investment Management
442
Kayne Anderson Rudnick Investment Management
California
$973 +$973 +48 New
FWM
443
Focused Wealth Management
New York
$932 +$932 +46 New
TAM
444
Tucker Asset Management
Colorado
$892 +$892 +44 New
HFM
445
Hartford Financial Management
Connecticut
$892 +$892 +44 New
CWC
446
Carolinas Wealth Consulting
North Carolina
$878 -$61 -3 -7%
M
447
MOTCO
Texas
$588 +$588 +29 New
WP
448
WealthPLAN Partners
Nebraska
$345 +$345 +17 New
WWM
449
Wolff Wiese Magana
California
$244 +$244 +12 New
PA
450
PSI Advisors
Florida
$223 +$223 +11 New
16 17
18
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