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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 %
GRP
451
Global Retirement Partners
California
$71.6K +$8.09K +267 +13%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$69.6K – – –
FFA
453
Farther Finance Advisors
California
$67.6K +$14.6K +482 +28%
HI
454
Harbour Investments
Wisconsin
$63.8K -$12.9K -426 -17%
AWM
455
Activest Wealth Management
Florida
$61.2K +$5.6K +183 +10%
CA
456
Continuum Advisory
Idaho
$60.9K +$14.5K +477 +31%
WT
457
Washington Trust
Rhode Island
$59.2K – – –
IWP
458
IAG Wealth Partners
Wisconsin
$58.1K – – –
CFGS
459
Concourse Financial Group Securities
Alabama
$54.7K -$9.6K -277 -15%
Fifth Third Bancorp
460
Fifth Third Bancorp
Ohio
$50K -$494K -16,281 -91%
MG
461
Mather Group
Illinois
$49.9K +$455 +15 +0.9%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$41K -$970 -32 -2%
KBFS
463
Kohmann Bosshard Financial Services
Ohio
$40.9K +$40.9K +1,350 New
VCM
464
Versant Capital Management
Arizona
$39.9K +$39.9K +1,315 New
CFG
465
CKW Financial Group
Hawaii
$36K – – –
VHAM
466
Van Hulzen Asset Management
California
$35.9K +$35.9K +1,184 New
HT
467
Headlands Technologies
Illinois
$33.2K +$33.2K +1,096 New
RS
468
Rakuten Securities
Japan
$30.5K +$30.5K +1,005 New
Nisa Investment Advisors
469
Nisa Investment Advisors
Missouri
$30.3K – – –
CB
470
Community Bank
New York
$30.3K – – –
ME
471
McIlrath & Eck
Washington
$30K – – –
GWM
472
Geneos Wealth Management
Colorado
$28K – – –
BCM
473
Berbice Capital Management
New York
$27.3K +$27.3K +900 New
GI
474
GAMMA Investing
California
$25.3K +$1.3K +43 +5%
FHA
475
First Horizon Advisors
Tennessee
$24.5K -$2.49K -82 -9%
17 18
19
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