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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
7.54%
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
$858M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
SP
SIH Partners
Delaware
$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.07B
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$134M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
501
Hanson & Doremus Investment Management
Vermont
$10K – – –
GJIA
502
Glass Jacobson Investment Advisors
Maryland
$9.55K – – –
SCM
503
Sterling Capital Management
North Carolina
$9.55K – – –
W
504
WealthCollab
Washington
$9.34K – – –
T
505
Transce3nd
Texas
$9.25K +$9.25K +305 New
PA
506
Pineridge Advisors
Missouri
$8.58K +$8.58K +283 New
SIC
507
Salem Investment Counselors
North Carolina
$8.19K – – –
PCM
508
Penserra Capital Management
California
$8K – – –
AT
509
Arlington Trust
Alabama
$7.13K – – –
WAS
510
Winch Advisory Services
Wisconsin
$6.89K – – –
PAM
511
Paradigm Asset Management
New York
$6.79K – – –
RF
512
Roxbury Financial
New Jersey
$6.78K +$6.78K +209 New
CPG
513
Cornerstone Planning Group
New Jersey
$6.69K +$3.79K +106 +131%
FIM
514
FWL Investment Management
Texas
$6.64K +$6.64K +219 New
SO
515
Sierra Ocean
California
$6.64K +$6.64K +219 New
WWP
516
WR Wealth Planners
Missouri
$6.61K -$91 -3 -1%
MAS
517
MPWM Advisory Solutions
Georgia
$6.06K +$6.06K +200 New
PMFA
518
Plante Moran Financial Advisors
Michigan
$5.97K +$5.97K +197 New
BIA
519
Bell Investment Advisors
California
$5.67K – – –
FFA
520
Frazier Financial Advisors
Ohio
$5.6K -$5.57K -182 -50%
OWP
521
ORG Wealth Partners
Texas
$5.49K – – –
OLVIG
522
Oliver Lagore Vanvalin Investment Group
Michigan
$5.46K – – –
WIM
523
Westside Investment Management
California
$5.43K – – –
Federated Hermes
524
Federated Hermes
Pennsylvania
$5.28K -$546 -18 -9%
CCM
525
Copeland Capital Management
Pennsylvania
$5.18K – – –
19 20
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