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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 %
MWM
101
Moran Wealth Management
Florida
$14.9M -$280K -9,220 -2%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$14.8M +$1.49M +49,113 +11%
JCM
103
Janney Capital Management
Pennsylvania
$14.1M -$243K -8,020 -2%
S
104
Systrade
Liechtenstein
$12.5M +$252K +10,000 +2%
HJIM
105
Henry James International Management
New York
$12.5M +$5.64K +186 +0%
MIM
106
MetLife Investment Management
New Jersey
$11.8M +$2.84M +93,099 +32%
PNAA
107
Pictet North America Advisors
Switzerland
$11.7M -$5.81M -190,000 -33%
GLAM
108
Gardner Lewis Asset Management
Pennsylvania
$11.3M -$175K -5,766 -2%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$10.8M -$16.3K -531 -0.2%
BBA
110
Baader Bank Aktiengesellschaft
Germany
$10.7M – – –
BDCM
111
Black Diamond Capital Management
Connecticut
$10.6M – – –
SAG
112
Susquehanna Advisors Group
Pennsylvania
$10.4M +$10.4M +343,700 New
RC
113
RBF Capital
California
$9.85M – – –
PCM
114
Portolan Capital Management
Massachusetts
$9.75M +$9.75M +321,566 New
CIM
115
Contravisory Investment Management
Massachusetts
$9.6M -$92.1K -3,037 -1%
MSRPS
116
Maryland State Retirement & Pension System
Maryland
$9.43M -$236K -7,711 -2%
M&T Bank
117
M&T Bank
New York
$8.89M -$1.32M -43,464 -13%
PP
118
Prudential plc
United Kingdom
$8.7M -$270K -8,831 -3%
QCM
119
QRG Capital Management
Illinois
$8.41M -$3.52M -116,032 -29%
LFM
120
LGT Fund Management
Liechtenstein
$8.4M +$1.1M +36,038 +15%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$8.39M +$328K +10,819 +4%
Creative Planning
122
Creative Planning
Kansas
$8.08M +$987K +32,542 +14%
ATN
123
AMF Tjänstepension
Sweden
$8.03M +$4.28M +139,846 +115%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$7.99M +$6.19M +204,193 +345%
CGH
125
Crossmark Global Holdings
Texas
$7.87M +$121K +4,007 +2%
3 4
5
6 7