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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 %
CL
201
Choreo LLC
Illinois
$1.75M 58,449 +58,449 New
GAM
202
Groupama Asset Management
France
$1.72M 58,428 -87,828 -60%
SC
203
Syon Capital
California
$1.7M 57,553 +6,080 +12%
FFM
204
Forum Financial Management
Illinois
$1.66M 56,356 – –
GLA
205
Great Lakes Advisors
Illinois
$1.66M 56,041 +46,823 +508%
YCM
206
Yousif Capital Management
Michigan
$1.64M 55,653 -4,480 -7%
QI
207
Qtron Investments
Massachusetts
$1.58M 53,790 -5,167 -9%
VA
208
Vident Advisory
Georgia
$1.58M 53,477 +10,929 +26%
MPPW
209
Mitchell & Pahl Private Wealth
Oklahoma
$1.57M 53,281 -540 -1%
NA
210
NewEdge Advisors
Louisiana
$1.56M 52,792 +7,711 +17%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$1.56M 52,746 -11,212 -18%
HCS
212
Himension Capital (Singapore)
Singapore
$1.53M 51,837 +51,837 New
MWM
213
Massachusetts Wealth Management
Massachusetts
$1.49M 50,563 -1,000 -2%
CCI
214
Credit Capital Investments
New Jersey
$1.48M 50,000 – –
RhumbLine Advisers
215
RhumbLine Advisers
Massachusetts
$1.46M 49,403 +1,760 +4%
VT
216
Vise Technologies
New York
$1.44M 48,890 +8,471 +21%
GT
217
Greenleaf Trust
Michigan
$1.42M 48,020 +66 +0.1%
Wolverine Trading
218
Wolverine Trading
Illinois
$1.41M 47,841 +517 +1%
SGI
219
Summit Global Investments
Utah
$1.41M 47,732 +47,732 New
Osaic Holdings
220
Osaic Holdings
Arizona
$1.35M 45,797 +5,072 +12%
AssetMark Inc
221
AssetMark Inc
California
$1.31M 44,185 +44,184 +4,418,400%
MIS
222
Morningstar Investment Services
Illinois
$1.28M 43,601 -608 -1%
CCIA
223
Campbell & Co Investment Adviser
Maryland
$1.26M 42,518 +42,518 New
O
224
Ossiam
France
$1.23M 41,868 -5,396 -11%
SIA
225
Schechter Investment Advisors
Michigan
$1.23M 41,661 +1,168 +3%
7 8
9
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