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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 %
Marshall Wace
501
Marshall Wace
United Kingdom
– -$222K -10,527 Closed
CB
502
Commerce Bank
Missouri
– -$216K -10,118 Closed
CA
503
Claro Advisors
Massachusetts
– -$212K -9,921 Closed
CAM
504
Cozad Asset Management
Illinois
– -$208K -9,732 Closed
CWM
505
Calamos Wealth Management
Illinois
– -$207K -9,695 Closed
RWB
506
RMR Wealth Builders
New Jersey
– -$204K -9,580 Closed
IAIM
507
International Assets Investment Management
Florida
– -$204K -9,567 Closed
GLA
508
Great Lakes Advisors
Illinois
– -$204K -9,548 Closed
KI
509
Kapitalo Investimentos
Brazil
– -$175K -8,220 Closed
SOW
510
State of Wyoming
Wyoming
– -$102K -4,759 Closed
BAM
511
Belpointe Asset Management
Nevada
– -$51.8K -2,428 Closed
AWM
512
Accel Wealth Management
Iowa
– -$44.1K -2,068 Closed
AAS
513
Ameritas Advisory Services
Nebraska
– -$41.1K -1,925 Closed
TCWA
514
Ten Capital Wealth Advisors
Washington
– -$31.8K -1,491 Closed
SSC
515
Syverson Strege & Co
Iowa
– -$17.3K -811 Closed
ASN
516
Advisory Services Network
Georgia
– -$15.8K -740 Closed
HPC
517
HM Payson & Co
Maine
– -$10.8K -505 Closed
SC
518
Schubert & Co
Texas
– -$5.74K -269 Closed
JIR
519
James Investment Research
Ohio
– -$2K -100 Closed
GFWA
520
Grey Fox Wealth Advisors
Delaware
– -$1K -47 Closed
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