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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 %
US Bancorp
176
US Bancorp
Minnesota
$1.48M -$315K -15,536 -18%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$1.42M +$99.3K +4,899 +8%
DA
178
Duality Advisers
Florida
$1.4M -$142K -7,010 -9%
AI
179
Atria Investments
North Carolina
$1.37M +$156K +7,679 +13%
ACM
180
Ativo Capital Management
Illinois
$1.36M -$77K -3,800 -5%
FHB
181
First Hawaiian Bank
Hawaii
$1.35M +$4.16K +205 +0.3%
MA
182
MYDA Advisors
New York
$1.3M +$1.3M +64,000 New
WAAG
183
Wealth Alliance Advisory Group
Kansas
$1.29M +$20 +1 +0%
SB
184
Simmons Bank
Arkansas
$1.29M +$192K +9,471 +17%
CAM
185
Cresset Asset Management
Illinois
$1.29M +$1.29M +63,623 New
CI
186
Cigna Investments
Connecticut
$1.25M -$10.4K -516 -0.8%
YCM
187
Yousif Capital Management
Michigan
$1.25M +$47.9K +2,362 +4%
Victory Capital Management
188
Victory Capital Management
Texas
$1.23M -$143K -7,052 -10%
WCM Investment Management
189
WCM Investment Management
California
$1.18M +$1.18M +59,144 New
SIA
190
Schechter Investment Advisors
Michigan
$1.18M +$116K +5,729 +11%
IWC
191
Integrated Wealth Concepts
Massachusetts
$1.17M -$45.3K -2,237 -4%
AWM
192
Adams Wealth Management
Utah
$1.15M +$222K +10,970 +24%
S
193
SignatureFD
Georgia
$1.15M +$16.9K +833 +1%
MWM
194
Massachusetts Wealth Management
Massachusetts
$1.14M +$16K +789 +1%
WSL
195
Western Standard LLC
California
$1.11M +$1.11M +55,000 New
FTDI
196
First Trust Direct Indexing
Massachusetts
$1.11M -$8.07K -398 -0.7%
Simplex Trading
197
Simplex Trading
Illinois
$1.11M +$331K +16,343 +43%
FFM
198
Forum Financial Management
Illinois
$1.09M – – –
WA
199
Watchtower Advisors
Connecticut
$1.08M -$2.74M -135,084 -72%
MPPW
200
Mitchell & Pahl Private Wealth
Oklahoma
$1.07M -$284 -14 -0%
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