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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 %
ACM
151
Ativo Capital Management
Illinois
$1.11M +$1.11M +76,286 New
CWM
152
Calamos Wealth Management
Illinois
$1.08M -$364K -25,050 -25%
MCM
153
Mitchell Capital Management
Kansas
$1.06M -$4.22K -291 -0.4%
US Bancorp
154
US Bancorp
Minnesota
$1.04M +$24.9K +1,716 +2%
LWAC
155
Laurel Wealth Advisors (California)
California
$1.01M – – –
VPIM
156
Vanguard Personalized Indexing Management
California
$997K -$71.4K -4,920 -7%
CCM
157
Cullen Capital Management
New York
$997K -$40.5K -2,791 -4%
CI
158
Cigna Investments
Connecticut
$989K +$12K +818 +1%
TSS
159
Two Sigma Securities
New York
$984K +$984K +67,794 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$972K +$373K +25,683 +62%
RWM
161
Ritholtz Wealth Management
New York
$971K +$318K +21,945 +49%
SIA
162
Schechter Investment Advisors
Michigan
$952K -$11.3K -779 -1%
Creative Planning
163
Creative Planning
Kansas
$940K +$365K +25,151 +63%
S
164
swisspartners
Liechtenstein
$912K +$24.9K +1,701 +3%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$895K +$32.3K +2,231 +4%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$884K -$3.29M -227,117 -79%
YCM
167
Yousif Capital Management
Michigan
$855K +$68.6K +4,730 +9%
MCC
168
Money Concepts Capital
Florida
$822K +$807K +55,596 +5,206%
LOIM
169
Liberty One Investment Management
Illinois
$805K -$211K -14,529 -21%
FHB
170
First Hawaiian Bank
Hawaii
$781K -$5.92K -408 -0.8%
FFM
171
Forum Financial Management
Illinois
$777K – – –
FTDI
172
First Trust Direct Indexing
Massachusetts
$776K +$5.98K +412 +0.8%
MPPW
173
Mitchell & Pahl Private Wealth
Oklahoma
$775K +$12K +825 +2%
AAM
174
Advisors Asset Management
Colorado
$761K -$102K -7,039 -12%
S
175
SignatureFD
Georgia
$743K +$92K +6,343 +14%
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