UBS icon

UBS Group

526 hedge funds and large institutions have $41.6B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.9% more ownership

Funds ownership: 37.06%38.96% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 173

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

Holders
526
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.37B
Puts
$945M
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$632M
3 +$591M
4
Morgan Stanley
Morgan Stanley
New York
+$349M
5
N
Nuveen
North Carolina
+$309M

Top Sellers

1 -$1.17B
2 -$424M
3 -$316M
4
Goldman Sachs
Goldman Sachs
New York
-$286M
5
Amundi
Amundi
France
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.97M
202
$1.92M
203
$1.91M
204
$1.9M
205
$1.86M
206
$1.84M
207
$1.81M
208
$1.72M
209
$1.72M
210
$1.71M
211
$1.67M
212
$1.66M
213
$1.65M
214
$1.62M
215
$1.56M
216
$1.52M
217
$1.5M
218
$1.48M
219
$1.47M
220
$1.44M
221
$1.34M
222
$1.33M
223
$1.33M
224
$1.32M
225
$1.31M