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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 Market Value Shares Shares
Change 		Shares
Change %
JSSH
76
J. Safra Sarasin Holding
$21.7M 737,478 +737,478 New
ZIG
77
Zurich Insurance Group
Switzerland
$20.9M 708,352 -364,208 -34%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$20.6M 696,576 +461,083 +196%
JAM
79
Jupiter Asset Management
United Kingdom
$20.3M 690,642 +586,649 +564%
Credit Agricole
80
Credit Agricole
France
$19.8M 668,986 +261,940 +64%
BPC
81
Banque Pictet & Cie
Switzerland
$19.5M 663,400 -3,671 -0.6%
PNAA
82
Pictet North America Advisors
Switzerland
$19.5M 662,355 – –
MP
83
Mangrove Partners
Connecticut
$19.5M 659,546 – –
Renaissance Technologies
84
Renaissance Technologies
New York
$18.1M 614,091 -487,700 -44%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$17.3M 586,250 -69,000 -11%
Stifel Financial
86
Stifel Financial
Missouri
$16.7M 566,438 -29,383 -5%
CGA
87
Channing Global Advisors
Florida
$16.5M 559,170 +27,879 +5%
EDRH
88
Edmond de Rothschild Holding
Switzerland
$16.1M 548,786 -9,498 -2%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$16.1M 545,346 +8,890 +2%
BAAM
90
Baker Avenue Asset Management
California
$15M 508,887 -3,128 -0.6%
MOACM
91
Mutual of America Capital Management
New York
$14.9M 508,106 -149,054 -23%
MWM
92
Moran Wealth Management
Florida
$14.8M 500,759 +4,377 +0.9%
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$14.4M 488,374 +28,541 +6%
JCM
94
Janney Capital Management
Pennsylvania
$14.1M 478,605 -28,735 -6%
UIM
95
USS Investment Management
United Kingdom
$13.8M 468,792 +9,438 +2%
HJIM
96
Henry James International Management
New York
$12.8M 434,647 -63,136 -13%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$12.7M 429,391 -66,822 -13%
QCM
98
QRG Capital Management
Illinois
$12.1M 409,680 -37,227 -8%
PC
99
Promethos Capital
Massachusetts
$11.9M 400,804 +40,558 +11%
GLAM
100
Gardner Lewis Asset Management
Pennsylvania
$11.2M 377,712 – –
2 3
4
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