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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.3B
2
Barclays
Barclays
United Kingdom
$0
3
Capital International Investors
Capital International Investors
California
$183M
4
Goldman Sachs
Goldman Sachs
New York
$541M
5
DZ Bank
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
176
Vanguard Personalized Indexing Management
California
$1.12M +$385K +19,737 +52%
YCM
177
Yousif Capital Management
Michigan
$1.07M – – –
FHB
178
First Hawaiian Bank
Hawaii
$1.06M +$1.06M +54,225 New
FFM
179
Forum Financial Management
Illinois
$1.05M -$20 -1 -0%
LWAC
180
Laurel Wealth Advisors (California)
California
$1.03M +$1.03M +52,509 New
MML Investors Services
181
MML Investors Services
Massachusetts
$1.02M -$374K -19,153 -27%
MPPW
182
Mitchell & Pahl Private Wealth
Oklahoma
$1.01M +$64.2K +3,287 +7%
VAS
183
Vestmark Advisory Solutions
Massachusetts
$994K -$117K -5,971 -11%
FTDI
184
First Trust Direct Indexing
Massachusetts
$993K +$75.3K +3,855 +8%
ACA
185
Atlas Capital Advisors
Wyoming
$988K +$23K +1,176 +2%
GT
186
Greenleaf Trust
Michigan
$972K +$19.8K +1,012 +2%
LSAG
187
Lake Street Advisors Group
New Hampshire
$961K -$1.54K -79 -0.2%
IRC
188
Investors Research Corp
Georgia
$923K – – –
HighTower Advisors
189
HighTower Advisors
Illinois
$873K -$3.37K -173 -0.4%
ED
190
Exane Derivatives
France
$871K -$5.28M -268,874 -86%
SCM
191
SOL Capital Management
Maryland
$854K -$19.6K -1,000 -2%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$821K -$12.9K -662 -2%
Mariner
193
Mariner
Kansas
$821K +$214K +10,953 +35%
Creative Planning
194
Creative Planning
Kansas
$769K +$87.6K +4,481 +13%
RJT
195
Raymond James Trust
Florida
$723K -$70.2K -3,595 -9%
GF
196
Gabelli Funds
New York
$723K – – –
S
197
SignatureFD
Georgia
$720K +$34.5K +1,766 +5%
CSS
198
Cubist Systematic Strategies
Connecticut
$716K +$33.6K +1,721 +5%
PAS
199
Park Avenue Securities
New York
$706K -$290K -14,836 -29%
QI
200
Qtron Investments
Massachusetts
$703K – – –
6 7
8
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