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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$3.42B
2
Capital World Investors
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$411M
4
Bank of America
Bank of America
North Carolina
$346M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.31B
2
PL
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$4.75M +$1.99M +98,058 +72%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$4.72M +$232K +11,445 +5%
HCP
128
Hiddenite Capital Partners
New York
$4.56M +$2.03M +100,000 +80%
First Trust Advisors
129
First Trust Advisors
Illinois
$4.48M +$205K +10,098 +5%
LIM
130
Lingotto Investment Management
United Kingdom
$4.39M +$4.39M +217,000 New
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$4.34M – – –
O
132
Ossiam
France
$4.17M +$1.08M +53,617 +35%
MIM
133
MetLife Investment Management
New Jersey
$4.07M -$134K -6,595 -3%
ClearBridge Investments
134
ClearBridge Investments
New York
$3.94M +$11.3K +559 +0.3%
ACL
135
Azora Capital LP
Florida
$3.57M +$3.57M +176,741 New
Neuberger Berman Group
136
Neuberger Berman Group
New York
$3.52M -$4.52M -223,262 -56%
Group One Trading
137
Group One Trading
Illinois
$3.45M +$3.45M +170,153 New
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$3.34M +$2.77M +135,890 +486%
LP
139
LMR Partners
United Kingdom
$3.31M +$3.31M +163,177 New
DWA
140
Dorsey Wright & Associates
California
$3.2M -$291K -14,339 -8%
PCOC
141
Power Corp of Canada
Canada
$3.08M +$252K +12,514 +9%
Lord, Abbett & Co
142
Lord, Abbett & Co
New Jersey
$3.03M -$4.87M -241,035 -62%
Creative Planning
143
Creative Planning
Kansas
$2.93M +$706K +34,807 +32%
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$2.83M +$2.83M +140,135 New
JWM
145
Jackson Wealth Management
Florida
$2.77M +$68.5K +3,377 +3%
Osaic Holdings
146
Osaic Holdings
Arizona
$2.74M -$1.23M -60,614 -31%
LNWWM
147
Laird Norton Wetherby Wealth Management
California
$2.71M +$25.9K +1,277 +1%
LCM
148
Logan Capital Management
Pennsylvania
$2.68M -$108K -5,319 -4%
BS
149
Banco Santander
Spain
$2.61M +$1.5M +73,875 +134%
Mariner
150
Mariner
Kansas
$2.59M +$119K +5,883 +5%
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