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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.

New
Increased
Maintained
Reduced
Closed
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 %
MWA
526
MFA Wealth Advisors
Pennsylvania
$2.92K +$2.92K +99 New
FFC
527
First Financial Corp
Indiana
$2.87K – – –
RCM
528
Richardson Capital Management
Wisconsin
$2.63K +$2.63K +89 New
CT
529
Colonial Trust
South Carolina
$2.36K +$2.36K +80 New
FFO
530
Fortitude Family Office
Arizona
$2.19K – – –
CPG
531
Cornerstone Planning Group
New Jersey
$2.01K +$1.51K +54 +300%
GIA
532
GHP Investment Advisors
Colorado
$1.97K +$1.94K +66 +6,600%
TSWM
533
Tyler-Stone Wealth Management
Ohio
$1.95K +$1.95K +66 New
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$1.92K -$9.72K -329 -84%
BFA
535
Brown Financial Advisors
Ohio
$1.6K +$1.6K +54 New
BWL
536
Bogart Wealth LLC
Virginia
$1.42K – – –
AF
537
Advisornet Financial
Minnesota
$1.39K – – –
MFG
538
Mendota Financial Group
Wisconsin
$1.3K +$1.3K +44 New
CA
539
CoreCap Advisors
Michigan
$1.21K +$1.21K +41 New
CAM
540
Creekmur Asset Management
Illinois
$1.06K +$1.06K +36 New
HWP
541
Highline Wealth Partners
California
$1K +$1K +34 New
AW
542
Avion Wealth
Texas
$1K – – –
AWM
543
Abound Wealth Management
Tennessee
$591 -$1.51K -51 -72%
LIA
544
Lynx Investment Advisory
District of Columbia
$325 +$325 +11 New
MFT
545
Moisand Fitzgerald Tamayo
Florida
$266 – – –
TAM
546
Tucker Asset Management
Colorado
$118 – – –
TIM
547
Tortoise Investment Management
New York
$89 +$89 +3 New
Sumitomo Mitsui Trust Group
548
Sumitomo Mitsui Trust Group
Japan
– -$222M -7,199,245 Closed
ACL
549
Azora Capital LP
Florida
– -$21.2M -687,607 Closed
PFMOSF
550
Philadelphia Financial Management of San Francisco
California
– -$10.7M -349,396 Closed
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