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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 %
Brown Advisory
576
Brown Advisory
Maryland
– -$420K -13,671 Closed
CCM
577
CAAS Capital Management
New York
– -$399K -13,000 Closed
JGGDR
578
JGP Global Gestao de Recursos
Brazil
– -$329K -10,723 Closed
DI
579
Diligent Investors
California
– -$309K -10,051 Closed
RWA
580
Redhawk Wealth Advisors
Minnesota
– -$306K -9,967 Closed
BPA
581
Beacon Pointe Advisors
California
– -$285K -9,281 Closed
BAM
582
Blueshift Asset Management
New Jersey
– -$282K -9,164 Closed
GCM
583
Genus Capital Management
British Columbia, Canada
– -$267K -8,704 Closed
FFM
584
Fullerton Fund Management
Singapore
– -$233K -7,576 Closed
ONB
585
Old National Bancorp
Indiana
– -$225K -7,318 Closed
AC
586
AXQ Capital
New Jersey
– -$212K -6,900 Closed
GGA
587
Granite Group Advisors
Connecticut
– -$201K -6,543 Closed
Simplex Trading
588
Simplex Trading
Illinois
– -$106K -3,480 Closed
LP
589
LMR Partners
United Kingdom
– -$61.5K -2,000 Closed
First Manhattan
590
First Manhattan
New York
– -$61.4K -2,000 Closed
CTA
591
Colonial Trust Advisors
South Carolina
– -$39.1K -1,272 Closed
HT
592
Headlands Technologies
Illinois
– -$20.8K -676 Closed
MSG
593
Main Street Group
Virginia
– -$13.4K -437 Closed
SSB
594
Sandy Spring Bank
Maryland
– -$6.14K -200 Closed
CCM
595
Copeland Capital Management
Pennsylvania
– -$5.25K -171 Closed
FGAM
596
Financial Gravity Asset Management
Texas
– -$4.06K -132 Closed
PMFA
597
Plante Moran Financial Advisors
Michigan
– -$3.13K -102 Closed
BF
598
BOK Financial
Oklahoma
– -$3.05K -100 Closed
CTWM
599
Cherry Tree Wealth Management
Minnesota
– -$2.3K -75 Closed
KWAG
600
Kiely Wealth Advisory Group
North Carolina
– -$2.06K -75 Closed
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