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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.63B
2
Legal & General Group
2
Legal & General Group
United Kingdom
$823M
3
UBS Group
3
UBS Group
Switzerland
$4.63B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$524M
5
Deutsche Bank
5
Deutsche Bank
Germany
$624M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
151
Cresset Asset Management
Illinois
$3.25M 110,041 +25,561 +30%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$3.19M 107,856 +107,856 New
MCM
153
Mitchell Capital Management
Kansas
$3.17M 107,374 -1,180 -1%
MGP
154
Metis Global Partners
California
$3.07M 104,114 +2,278 +2%
PBCM
155
Point Break Capital Management
Florida
$3.04M 102,927 +19,080 +23%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$3.02M 102,276 -13,113 -11%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$2.94M 99,610 +99,610 New
S
158
Systrade
Liechtenstein
$2.94M 100,000 +100,000 New
HCMT
159
Highland Capital Management (Tennessee)
Tennessee
$2.9M 98,272 -8,280 -8%
HCM
160
Helios Capital Management
Singapore
$2.89M 98,224 – –
NG
161
NatWest Group
United Kingdom
$2.71M 91,770 +13,594 +17%
US Bancorp
162
US Bancorp
Minnesota
$2.7M 91,388 +3,743 +4%
T. Rowe Price Associates
163
T. Rowe Price Associates
Maryland
$2.63M 88,900 +88,900 New
Cerity Partners
164
Cerity Partners
New York
$2.61M 88,495 -50,397 -36%
JWM
165
Jackson Wealth Management
Florida
$2.58M 87,393 -62,228 -42%
MML Investors Services
166
MML Investors Services
Massachusetts
$2.58M 87,343 -16,453 -16%
IAA
167
Independent Advisor Alliance
North Carolina
$2.54M 86,141 -790 -0.9%
TCCM
168
Timber Creek Capital Management
Massachusetts
$2.53M 85,659 +2,068 +2%
LCM
169
Logan Capital Management
Pennsylvania
$2.5M 84,485 -3,024 -3%
HFS
170
Hantz Financial Services
Michigan
$2.44M 82,516 -4,320 -5%
BIC
171
Beach Investment Counsel
Pennsylvania
$2.39M 80,756 -3,256 -4%
PCM
172
Permanent Capital Management
Illinois
$2.34M 69,327 +69,327 New
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$2.3M 77,924 +27,635 +55%
ET
174
Equitable Trust
Tennessee
$2.29M 77,597 -1,399 -2%
ITC
175
Inspire Trust Company
Nevada
$2.26M 76,417 +27,000 +55%
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