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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 %
JC
201
JBF Capital
Colorado
$1.06M +$1.01M +50,000 +2,000%
NG
202
NatWest Group
United Kingdom
$1.04M -$62.4K -3,080 -6%
HighTower Advisors
203
HighTower Advisors
Illinois
$1.02M +$442K +21,887 +76%
PAPAIJV
204
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.01M +$1.01M +50,000 New
MML Investors Services
205
MML Investors Services
Massachusetts
$990K +$355K +17,516 +56%
OAM
206
Oppenheimer Asset Management
New York
$983K -$62.2K -3,071 -6%
GT
207
Greenleaf Trust
Michigan
$978K -$993 -49 -0.1%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$978K +$978K +48,233 New
QCM
209
Quantinno Capital Management
New York
$960K +$14.7K +727 +2%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$952K -$77.5K -3,821 -8%
Truist Financial
211
Truist Financial
North Carolina
$946K -$83.1K -4,098 -8%
PAS
212
Park Avenue Securities
New York
$945K +$134K +6,602 +16%
NA
213
Nordwand Advisors
Pennsylvania
$943K +$26.2K +1,293 +3%
IRC
214
Investors Research Corp
Georgia
$936K +$3.02K +149 +0.3%
Corient Private Wealth
215
Corient Private Wealth
Florida
$919K +$6.72K +332 +0.7%
GCM
216
Genus Capital Management
British Columbia, Canada
$910K +$910K +44,917 New
Charles Schwab
217
Charles Schwab
California
$887K +$448K +22,112 +102%
BCM
218
BTC Capital Management
Iowa
$873K -$20.4K -1,004 -2%
GWM
219
Greenwich Wealth Management
Connecticut
$869K +$869K +42,858 New
LCGC
220
Legacy Capital Group California
California
$851K +$121K +5,993 +17%
RJT
221
Raymond James Trust
Florida
$850K +$61.1K +3,014 +8%
BEAM
222
Baker Ellis Asset Management
Washington
$849K -$44.9K -2,214 -5%
PWM
223
Perigon Wealth Management
California
$846K +$61K +3,007 +8%
MIS
224
Morningstar Investment Services
Illinois
$825K +$131K +6,575 +19%
LOIM
225
Liberty One Investment Management
Illinois
$809K -$185K -9,143 -19%
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