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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.

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
1
DZ Bank
Germany
$858M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.7B
3
SP
3
SIH Partners
Delaware
$215M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$1.07B
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$134M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
5
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
76
Exane Asset Management
France
$35.6M +$6.35M +221,123 +22%
American Century Companies
77
American Century Companies
Missouri
$34.9M +$2.97M +97,925 +9%
LF
78
Lansforsakringar Fondforvaltning
Sweden
$34.9M +$34.9M +1,138,973 New
Raymond James Financial
79
Raymond James Financial
Florida
$31.4M +$31.4M +1,037,237 New
TD Asset Management
80
TD Asset Management
Ontario, Canada
$29.4M -$7.33M -239,691 -20%
LCS
81
Levin Capital Strategies
New York
$27.9M +$467K +15,415 +2%
GL
82
Governors Lane
New York
$27.2M +$27.2M +890,800 New
Caisse de Depot et Placement du Quebec (CDPQ)
83
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.9M -$26.7M -871,201 -50%
ZIG
84
Zurich Insurance Group
Switzerland
$26.2M +$8.08M +263,900 +45%
Optiver Holding
85
Optiver Holding
Netherlands
$26.2M -$4.6M -151,863 -15%
Wells Fargo
86
Wells Fargo
California
$24.8M -$646K -21,318 -3%
FFM
87
Fullerton Fund Management
Singapore
$24.3M +$24.3M +792,832 New
BPC
88
Banque Pictet & Cie
Switzerland
$20.7M +$104K +3,390 +0.5%
CGA
89
Channing Global Advisors
Florida
$20M +$3.73M +121,836 +23%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$20M +$10.3M +340,831 +107%
Renaissance Technologies
91
Renaissance Technologies
New York
$19.1M -$12M -395,000 -39%
GAM
92
Generali Asset Management
Italy
$19M +$19M +686,132 New
HGP
93
Haven Global Partners
Georgia
$18.8M +$18.8M +614,963 New
Stifel Financial
94
Stifel Financial
Missouri
$17.9M +$10.9K +360 +0.1%
AllianceBernstein
95
AllianceBernstein
Tennessee
$17.4M -$3.81M -125,506 -18%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$17.1M +$304K +9,936 +2%
EDRH
97
Edmond de Rothschild Holding
Switzerland
$16.8M -$530K -17,310 -3%
MP
98
Mangrove Partners
Connecticut
$16M -$4M -131,909 -20%
UIM
99
USS Investment Management
United Kingdom
$15.8M +$404K +13,247 +3%
BAAM
100
Baker Avenue Asset Management
California
$15.7M +$159K +5,243 +1%
2 3
4
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