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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 %
AW
176
Alaethes Wealth
Nevada
$2.23M 75,657 +920 +1%
GJL
177
Gendell Jeffrey L
$2.22M 75,000 – –
CCG
178
Cloverfields Capital Group
Minnesota
$2.19M 74,087 +556 +0.8%
FTDI
179
First Trust Direct Indexing
Massachusetts
$2.16M 73,273 +3,356 +5%
OC
180
Oppenheimer & Co
New York
$2.16M 73,101 -119,102 -62%
S
181
SignatureFD
Georgia
$2.15M 72,636 +3,281 +5%
BS
182
Banco Santander
Spain
$2.11M 71,281 +16,127 +29%
QT
183
Quantbot Technologies
New York
$2.07M 70,089 -70,487 -50%
AI
184
Atria Investments
North Carolina
$2.05M 69,478 +4,035 +6%
USGIU
185
U.S. Global Investors (USGI)
Texas
$2.01M 68,000 – –
AA
186
Altman Advisors
Illinois
$2.01M 67,912 +103 +0.2%
CIS
187
Capital International Sarl
California
$1.92M 65,445 -3,560 -5%
IWC
188
Integrated Wealth Concepts
Massachusetts
$1.92M 65,112 +26 +0%
IHL
189
Investment House LLC
California
$1.91M 64,818 +64,818 New
GT
190
Glenmede Trust
Pennsylvania
$1.91M 64,574 +2,238 +4%
Corient Private Wealth
191
Corient Private Wealth
Florida
$1.89M 64,098 +12,762 +25%
WAAG
192
Wealth Alliance Advisory Group
Kansas
$1.88M 63,567 – –
Truist Financial
193
Truist Financial
North Carolina
$1.86M 63,068 -3,341 -5%
MYIA
194
Mount Yale Investment Advisors
Colorado
$1.85M 62,721 -16,548 -21%
Bessemer Group
195
Bessemer Group
New Jersey
$1.83M 62,059 +43 +0.1%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$1.83M 61,847 -3,182 -5%
Fiera Capital (Canada)
197
Fiera Capital (Canada)
Quebec, Canada
$1.82M 61,459 +17,834 +41%
CI
198
Cigna Investments
Connecticut
$1.81M 61,655 – –
P
199
Pitcairn
Pennsylvania
$1.81M 61,212 +11,882 +24%
LWAM
200
Legacy Wealth Asset Management
Minnesota
$1.78M 60,267 +3,330 +6%
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