UBS icon

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 %
SM
151
Scoggin Management
New York
$2.53M +$507K +25,000 +25%
MGP
152
Metis Global Partners
California
$2.51M -$139K -6,858 -5%
KWA
153
KCS Wealth Advisory
California
$2.47M +$45.3K +2,233 +2%
PP
154
PDT Partners
New York
$2.44M -$409K -20,184 -14%
LWAM
155
Legacy Wealth Asset Management
Minnesota
$2.41M +$983K +48,518 +69%
CW
156
Connectus Wealth
Ohio
$2.36M -$3.33M -164,381 -59%
BCI
157
Brinker Capital Investments
Pennsylvania
$2.36M -$437K -21,546 -16%
OPS
158
Orion Portfolio Solutions
Nebraska
$2.36M -$437K -21,546 -16%
LPL Financial
159
LPL Financial
California
$2.2M +$249K +12,292 +13%
VPIM
160
Vanguard Personalized Indexing Management
California
$2.19M +$385K +19,012 +21%
MCM
161
Mitchell Capital Management
Kansas
$2.16M +$632K +31,172 +41%
BCM
162
Bridgeway Capital Management
Texas
$2.12M -$418K -20,600 -16%
HCMT
163
Highland Capital Management (Tennessee)
Tennessee
$2.12M -$32.4K -1,600 -2%
RWM
164
Ritholtz Wealth Management
New York
$2.09M +$166K +8,193 +9%
CSS
165
Cubist Systematic Strategies
Connecticut
$2.05M +$1.15M +56,852 +128%
HFS
166
Hantz Financial Services
Michigan
$2.05M -$25.7K -1,270 -1%
PI
167
PEAK6 Investments
Illinois
$2M +$173K +8,530 +9%
IAA
168
Independent Advisor Alliance
North Carolina
$1.96M -$145K -7,157 -7%
USAA
169
United Services Automobile Association
Texas
$1.91M -$24.1K -1,194 -1%
PFO
170
Pathstone Family Office
New Jersey
$1.87M -$184K -9,079 -9%
Boston Partners
171
Boston Partners
Massachusetts
$1.87M -$226K -11,154 -11%
BIC
172
Beach Investment Counsel
Pennsylvania
$1.74M -$16.2K -800 -0.9%
OC
173
Oppenheimer & Co
New York
$1.64M -$196K -9,662 -11%
AW
174
Alaethes Wealth
Nevada
$1.62M +$21.2K +1,044 +1%
CCI
175
Credit Capital Investments
New Jersey
$1.52M +$608K +30,000 +67%
5 6
7
8 9