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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.63B
2
Legal & General Group
2
Legal & General Group
United Kingdom
$823M
3
UBS Group
3
UBS Group
Switzerland
$4.63B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$524M
5
Deutsche Bank
5
Deutsche Bank
Germany
$624M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
501
WealthCollab
Washington
$9.1K +$3.72K +126 +69%
WWP
502
WR Wealth Planners
Missouri
$8.83K +$59 +2 +0.7%
CAS
503
Coppell Advisory Solutions
Texas
$8.01K +$8.01K +271 New
HFM
504
Harvest Fund Management
China
$8K +$449 +15 +6%
AT
505
Arlington Trust
Alabama
$6.94K – – –
BBHC
506
Brown Brothers Harriman & Co
New York
$6.79K – – –
WAS
507
Winch Advisory Services
Wisconsin
$6.71K +$148 +5 +2%
PAM
508
Paradigm Asset Management
New York
$6.62K – – –
GBT
509
Grove Bank & Trust
Florida
$6.2K +$6.2K +210 New
GLR
510
Great Lakes Retirement
Ohio
$5.91K +$5.91K +200 New
Federated Hermes
511
Federated Hermes
Pennsylvania
$5.67K +$532 +18 +10%
BIA
512
Bell Investment Advisors
California
$5.52K – – –
TSMHT
513
Thurston Springer Miller Herd & Titak
Indiana
$5.43K +$5.43K +184 New
OP
514
ORG Partners
Indiana
$5.42K +$5.42K +181 New
WIM
515
Westside Investment Management
California
$5.29K +$5.29K +179 New
PCWA
516
Pacific Capital Wealth Advisors
California
$4.93K – – –
TFF
517
The Family Firm
Maryland
$4.52K +$4.52K +153 New
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.11K +$4.11K +139 New
DF
519
DecisionPoint Financial
Arizona
$4.11K – – –
CFO
520
CVA Family Office
Colorado
$4.08K – – –
WIA
521
Wetzel Investment Advisors
Indiana
$3.87K – – –
SS
522
Sunbelt Securities
Texas
$3.55K – – –
PWA
523
Provenance Wealth Advisors
Florida
$3.55K – – –
BCMLT
524
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.28K – – –
PPC
525
Park Place Capital
Alabama
$2.92K – – –
19 20
21
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