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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 %
AP
426
Adero Partners
California
$206K +$206K +6,778 New
SG Americas Securities
427
SG Americas Securities
New York
$198K +$198K +6,514 New
AF
428
Allworth Financial
California
$192K +$11.6K +334 +6%
GEA
429
Glen Eagle Advisors
New Jersey
$181K – – –
TRCT
430
Tower Research Capital (TRC)
New York
$178K -$14.9K -491 -8%
HCP
431
Hexagon Capital Partners
Arkansas
$169K +$12.4K +408 +8%
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$158K +$29.7K +978 +23%
IA
433
IFP Advisors
Florida
$158K +$4.18K +138 +3%
IBOK
434
Independence Bank of Kentucky
Kentucky
$154K +$154K +5,075 New
FP
435
Financial Perspectives
Minnesota
$148K – – –
AAP
436
Arax Advisory Partners
Colorado
$132K +$3.67K +121 +3%
PS
437
Principal Securities
Iowa
$128K -$26.3K -867 -17%
GSWM
438
Golden State Wealth Management
California
$123K +$123K +4,072 New
BGAI
439
Bruce G. Allen Investments
Colorado
$118K -$3.61K -119 -3%
Mirae Asset Global ETFs Holdings
440
Mirae Asset Global ETFs Holdings
Hong Kong
$117K +$44.8K +1,463 +62%
RIL
441
Rothschild Investment LLC
Illinois
$116K +$1.7K +56 +1%
UB
442
UMB Bank
Missouri
$113K +$6.16K +203 +6%
TFIPS
443
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K – – –
Parallax Volatility Advisers
444
Parallax Volatility Advisers
California
$104K -$1.62M -53,462 -94%
CFD
445
Creative Financial Designs
Indiana
$94.6K +$15.2K +500 +19%
SPIA
446
Steward Partners Investment Advisory
New York
$90.6K +$26.9K +887 +42%
MHR
447
Matthew Hamilton Rosenberg
$79.6K – – –
SSB
448
Sandy Spring Bank
Maryland
$77.7K – – –
BC
449
Bayforest Capital
United Kingdom
$76.9K +$76.9K +2,535 New
HNB
450
Hilltop National Bank
Wyoming
$76.1K -$1.94K -64 -2%
16 17
18
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