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UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
201
Cookson Peirce & Co
Pennsylvania
$420K -$33.8K -2,328 -7%
SIS
202
Susquehanna International Securities
Ireland
$410K +$256K +17,251 +166%
WPA
203
Winning Points Advisors
Florida
$409K – – –
WFA
204
Wipfli Financial Advisors
Wisconsin
$404K +$404K +27,853 New
BRWA
205
B. Riley Wealth Advisors
Florida
$383K +$17.9K +1,222 +5%
HF
206
HRT Financial
New York
$382K +$382K +26,332 New
QCG
207
Quadrant Capital Group
Ohio
$375K +$58K +3,999 +18%
ONB
208
Old National Bancorp
Indiana
$373K -$305 -21 -0.1%
BEAM
209
Baker Ellis Asset Management
Washington
$371K +$7.25K +500 +2%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$352K -$24.3K -1,674 -6%
Fisher Asset Management
211
Fisher Asset Management
Washington
$352K -$9.05K -624 -3%
FCI
212
Financial Counselors Inc
Kansas
$352K -$2.28K -157 -0.6%
CGL
213
Clarius Group LLC
Washington
$349K +$95.4K +6,570 +38%
SW
214
SVB Wealth
Massachusetts
$347K +$145K +10,014 +72%
GI
215
Gradient Investments
Minnesota
$343K -$9.12K -629 -3%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$323K -$2.83K -195 -0.9%
SIM
217
Studio Investment Management
Illinois
$318K +$4.64K +320 +1%
MYIA
218
Mount Yale Investment Advisors
Colorado
$314K +$36.9K +2,547 +13%
Squarepoint
219
Squarepoint
New York
$314K +$314K +21,649 New
API
220
Advisor Partners II
California
$312K +$312K +21,486 New
SWM
221
Spire Wealth Management
Virginia
$301K -$15.6K -1,072 -5%
ATIA
222
American Trust Investment Advisors
New Hampshire
$299K – – –
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$292K -$200K -13,743 -41%
Walleye Capital
224
Walleye Capital
New York
$292K +$292K +20,095 New
CCP
225
Corient Capital Partners
California
$291K +$5.01K +309 +2%
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9
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