UBS icon

UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.53%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$858M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
SP
SIH Partners
Delaware
$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.07B
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$134M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
176
Independent Advisor Alliance
North Carolina
$2.61M +$10.3K +339 +0.4%
HFS
177
Hantz Financial Services
Michigan
$2.39M -$75.8K -2,499 -3%
S
178
SignatureFD
Georgia
$2.39M +$127K +4,178 +6%
ET
179
Equitable Trust
Tennessee
$2.28M -$41.4K -1,364 -2%
GJL
180
Gendell Jeffrey L
$2.27M – – –
Corient Private Wealth
181
Corient Private Wealth
Florida
$2.22M +$24.2K +797 +1%
O
182
Ossiam
France
$2.21M -$299K -9,780 -12%
BIC
183
Beach Investment Counsel
Pennsylvania
$2.18M -$272K -8,981 -11%
AW
184
Alaethes Wealth
Nevada
$2.18M +$19.2K +632 +0.9%
GLA
185
Great Lakes Advisors
Illinois
$2.12M +$163K +5,389 +8%
AA
186
Altman Advisors
Illinois
$2.09M +$7.67K +253 +0.4%
GT
187
Glenmede Trust
Pennsylvania
$2.08M +$64.5K +2,126 +3%
FFM
188
Forum Financial Management
Illinois
$2.06M +$356K +11,749 +21%
IWC
189
Integrated Wealth Concepts
Massachusetts
$2M +$9.7K +320 +0.5%
WAAG
190
Wealth Alliance Advisory Group
Kansas
$1.92M -$5.06K -167 -0.3%
CI
191
Cigna Investments
Connecticut
$1.87M -$6.36K -208 -0.3%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$1.84M +$16.3K +538 +0.9%
LWAM
193
Legacy Wealth Asset Management
Minnesota
$1.83M -$11.6K -383 -0.6%
OWM
194
Orca Wealth Management
Florida
$1.83M +$1.83M +60,208 New
CIS
195
Capital International Sarl
California
$1.82M – – –
P
196
Pitcairn
Pennsylvania
$1.81M +$198K +6,544 +12%
Bessemer Group
197
Bessemer Group
New Jersey
$1.78M +$16.3K +538 +0.9%
Truist Financial
198
Truist Financial
North Carolina
$1.78M -$110K -3,633 -6%
CL
199
Choreo LLC
Illinois
$1.78M -$105K -3,421 -6%
SCP
200
Stamos Capital Partners
California
$1.74M +$474K +15,620 +37%
6 7
8
9 10