UBS icon

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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
126
Charles Schwab
California
$7.86M +$1.19M +39,284 +18%
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$7.84M +$7.84M +258,525 New
QCM
128
Quantinno Capital Management
New York
$7.63M +$2.62M +86,368 +52%
First Trust Advisors
129
First Trust Advisors
Illinois
$7.39M +$872K +28,585 +13%
DK
130
DJE Kapital
Germany
$7.09M +$7.09M +235,186 New
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$6.88M +$173K +5,681 +3%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$6.79M – – –
RWM
133
Ritholtz Wealth Management
New York
$6.27M +$890K +29,367 +17%
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$6.15M -$269K -8,795 -4%
PL
135
Parkwood LLC
Ohio
$6.1M +$6.1M +199,507 New
NG
136
NatWest Group
United Kingdom
$6M +$2.8M +92,203 +87%
SEI Investments
137
SEI Investments
Pennsylvania
$5.98M +$158K +5,217 +3%
LPL Financial
138
LPL Financial
California
$5.93M +$1M +33,126 +20%
PC
139
Promethos Capital
Massachusetts
$5.63M – – –
Neuberger Berman Group
140
Neuberger Berman Group
New York
$5.55M -$15.4K -504 -0.3%
QOP
141
Quinn Opportunity Partners
Virginia
$5.26M -$606K -20,000 -10%
VPIM
142
Vanguard Personalized Indexing Management
California
$5.18M +$419K +13,814 +9%
Mariner
143
Mariner
Kansas
$5.13M +$3.79K +125 +0.1%
APM
144
Advanced Portfolio Management
New York
$5M +$5M +165,000 New
Fiera Capital (Canada)
145
Fiera Capital (Canada)
Quebec, Canada
$4.79M +$1.41M +46,479 +42%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$4.57M -$3.92M -129,236 -46%
KAS
147
Kestra Advisory Services
Texas
$4.4M +$111K +3,651 +3%
ClearBridge Investments
148
ClearBridge Investments
New York
$4.37M -$594K -19,600 -12%
MIF
149
Mediolanum International Funds
Ireland
$4.35M +$3.89M +127,468 +845%
LNWWM
150
Laird Norton Wetherby Wealth Management
California
$4.12M -$142K -4,667 -3%
4 5
6
7 8