Forum Financial Management, LP - UBS GROUP AG ownership

UBS GROUP AG's ticker is UBS and the CUSIP is H42097107. A total of 362 filers reported holding UBS GROUP AG in Q3 2022. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of UBS GROUP AG
ValueSharesWeighting
Q3 2023$1,319,577
+21.6%
53,5330.0%0.03%
+20.8%
Q2 2023$1,085,104
-5.0%
53,5330.0%0.02%
-27.3%
Q1 2023$1,142,384
+14.3%
53,533
-0.0%
0.03%0.0%
Q4 2022$999,638
+28.7%
53,543
+0.0%
0.03%
-10.8%
Q3 2022$777,000
-10.5%
53,5330.0%0.04%
-15.9%
Q2 2022$868,000
-17.0%
53,533
+0.0%
0.04%
-12.0%
Q1 2022$1,046,000
+9.3%
53,532
-0.0%
0.05%
+2.0%
Q4 2021$957,00053,5330.05%
Other shareholders
UBS GROUP AG shareholders Q3 2022
NameSharesValueWeighting ↓
Lingohr Asset Management GmbH 725,994$13,351,0007.03%
Zurcher Kantonalbank (Zurich Cantonalbank) 38,230,972$698,985,0006.21%
EXANE DERIVATIVES 1,801,883$33,135,088,0005.71%
NEW VERNON INVESTMENT MANAGEMENT LLC 110,000$2,023,0002.11%
Compagnie Lombard Odier SCmA 6,235,058$114,782,0002.06%
Exane Asset Management 347,000$6,389,387,0001.98%
MARSHALL WACE ASIA Ltd 3,002,980$55,285,0001.91%
Wealth Alliance Advisory Group, LLC 100,842$1,854,0001.66%
FNY Partners Fund LP 523,031$9,618,0001.60%
BRANDES INVESTMENT PARTNERS, LP 4,167,469$76,640,0001.55%
View complete list of UBS GROUP AG shareholders