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UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$1.92M -$16.6K -1,146 -0.9%
Mariner
127
Mariner
Kansas
$1.91M +$1.28M +88,397 +205%
Boston Partners
128
Boston Partners
Massachusetts
$1.89M -$640K -44,127 -25%
Nuveen Asset Management
129
Nuveen Asset Management
Illinois
$1.85M – – –
FIA
130
FNY Investment Advisers
New York
$1.81M +$1.81M +125,000 New
IAA
131
Independent Advisor Alliance
North Carolina
$1.81M -$50.8K -3,502 -3%
KWA
132
KCS Wealth Advisory
California
$1.67M +$290K +20,005 +21%
HFS
133
Hantz Financial Services
Michigan
$1.65M +$18.6K +1,279 +1%
LWAM
134
Legacy Wealth Asset Management
Minnesota
$1.61M +$1.61M +110,978 New
HCMT
135
Highland Capital Management (Tennessee)
Tennessee
$1.53M -$418K -28,843 -21%
LPL Financial
136
LPL Financial
California
$1.44M -$152K -10,488 -10%
WAAG
137
Wealth Alliance Advisory Group
Kansas
$1.41M -$929 -64 -0.1%
TWI
138
Thomas White International
Illinois
$1.32M +$12.9K +889 +1%
JG
139
Jefferies Group
New York
$1.32M +$1.32M +90,000 New
BCIM
140
British Columbia Investment Management
British Columbia, Canada
$1.32M +$880 +60 +0.1%
GQG Partners
141
GQG Partners
Florida
$1.27M -$36.4K -2,475 -3%
MIP
142
Marietta Investment Partners
Wisconsin
$1.26M -$459K -27,910 -27%
Stifel Financial
143
Stifel Financial
Missouri
$1.25M +$75.4K +5,196 +6%
Citadel Advisors
144
Citadel Advisors
Florida
$1.25M +$871K +60,061 +228%
AW
145
Alaethes Wealth
Nevada
$1.18M +$64.6K +4,451 +6%
E
146
Ergoteles
New York
$1.17M +$1.17M +80,422 New
NG
147
NatWest Group
United Kingdom
$1.16M -$1.95M -134,280 -63%
VIA
148
Vident Investment Advisory
Georgia
$1.15M -$893K -71,215 -44%
AA
149
Altman Advisors
Illinois
$1.14M -$30.6K -2,106 -3%
Comerica Bank
150
Comerica Bank
Texas
$1.11M +$63.6K +4,189 +6%
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6
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