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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 %
KFI
476
Key Financial Inc
Pennsylvania
$23.4K +$9.61K +317 +70%
KIM
477
Kestra Investment Management
Texas
$22.6K +$22.6K +745 New
RA
478
Rise Advisors
New York
$22K – – –
WA
479
Whipplewood Advisors
Colorado
$21.7K +$21.7K +716 New
FMP
480
Financial Management Professionals
Texas
$18.8K +$4.18K +138 +29%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.3K -$25.1K -827 -58%
CYG
482
Clean Yield Group
Vermont
$17.9K – – –
AA
483
Addison Advisors
Vermont
$17.1K +$4.25K +140 +33%
ZB
484
Zions Bancorporation
Utah
$16.7K -$4.28K -141 -20%
TSMHT
485
Thurston Springer Miller Herd & Titak
Indiana
$16.5K +$10.9K +359 +195%
SIS
486
Sound Income Strategies
Florida
$16.3K -$8.91K -294 -35%
CIAM
487
Caitong International Asset Management
Hong Kong
$16K +$16K +527 New
CIA
488
Cape Investment Advisory
Georgia
$15.9K – – –
GCM
489
Gables Capital Management
Florida
$15.2K – – –
NFSG
490
Newbridge Financial Services Group
Florida
$15.2K – – –
CAS
491
Coppell Advisory Solutions
Texas
$14.9K +$6.61K +216 +80%
PTC
492
Private Trust Company
Ohio
$14.9K +$14.9K +487 New
GKIM
493
GW&K Investment Management
Massachusetts
$14K – – –
LC
494
Lavaca Capital
Texas
$13.9K +$13.9K +460 New
HNB
495
Huntington National Bank
Ohio
$13.7K -$43.1K -1,421 -76%
MSG
496
Main Street Group
Virginia
$13.4K +$13.4K +442 New
MA
497
Montag & Associates
Georgia
$12.6K – – –
USB
498
Union Savings Bank
Connecticut
$12.4K – – –
GFPC
499
Global Financial Private Client
Florida
$12.1K – – –
PB
500
Pinnacle Bancorp
Nebraska
$11.6K – – –
18 19
20
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