UBS icon

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 %
HWP
526
Highline Wealth Partners
California
$4.58K +$394 +13 +9%
AF
527
Advisornet Financial
Minnesota
$4.46K +$3.03K +100 +213%
AFG
528
Albion Financial Group
Utah
$4.28K +$4.28K +141 New
CFO
529
CVA Family Office
Colorado
$4.18K – – –
DF
530
DecisionPoint Financial
Arizona
$4.12K – – –
CA
531
CoreCap Advisors
Michigan
$3.94K +$2.7K +89 +217%
FDCP
532
Foster Dykema Cabot & Partners
Massachusetts
$3.88K – – –
SS
533
Sunbelt Securities
Texas
$3.67K – – –
MCM
534
MAI Capital Management
Ohio
$3.67K +$3.67K +121 New
PWA
535
Provenance Wealth Advisors
Florida
$3.64K – – –
BCMLT
536
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.37K – – –
BOJHT
537
Bank of Jackson Hole Trust
Wyoming
$3.03K +$3.03K +100 New
PPC
538
Park Place Capital
Alabama
$3K – – –
Barclays
539
Barclays
United Kingdom
$3K +$3K +105 New
ADL
540
Asset Dedication LLC
California
$2.88K – – –
NC
541
NewSquare Capital
Pennsylvania
$2.43K +$2.43K +80 New
CT
542
Colonial Trust
South Carolina
$2.42K -$31 -1 -1%
EB
543
Eastern Bank
Massachusetts
$2.34K – – –
FFO
544
Fortitude Family Office
Arizona
$2.24K – – –
Kayne Anderson Rudnick Investment Management
545
Kayne Anderson Rudnick Investment Management
California
$1.97K – – –
NWWA
546
New Wave Wealth Advisors
Arkansas
$1.85K +$1.85K +61 New
PWA
547
Physician Wealth Advisors
Utah
$1.76K +$1.76K +58 New
BWL
548
Bogart Wealth LLC
Virginia
$1.46K – – –
AWM
549
Abound Wealth Management
Tennessee
$1.43K +$121 +4 +9%
MFG
550
Mendota Financial Group
Wisconsin
$1.34K -$637 -21 -32%
20 21
22
23 24