Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
UBS Group AG
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Finance, Insurance, And Real Estate
Prev close 51.44 · gapped below the open, then crossed back over prior close. High/low 51.67 at 9:15 am ET, 50.60 at 5:15 am ET.
106 institutional managers report a position in UBS Group AG worth $862.7M between them, filed on form 13F for the quarter ending 2023-12-31. 5 of them hold 80% of it, the largest being Bank of New York Mellon Corp at 35.85%.
81 more managers in the register
5 managers hold 80% of the $862.7M institutional base. The other 101 hold the rest.
Positions as filed with the SEC for the quarter ended Dec 31 '23. A 13F is due 45 days after the quarter closes, so this register is 990 days old and does not move with the price above it.
via WCM Investment Management, DekaBank Deutsche Girozentrale, Raymond James & Associates +3 more · 16.64% of UBS, 16.68% of CNQ
via WCM Investment Management, DekaBank Deutsche Girozentrale, Raymond James & Associates +1 more · 16.64% of UBS, 57.20% of WCN
via DekaBank Deutsche Girozentrale, Compagnie Lombard Odier SCmA, Raymond James & Associates +1 more · 16.77% of UBS, 15.81% of AEM
via WCM Investment Management, Raymond James & Associates, DekaBank Deutsche Girozentrale +2 more · 16.64% of UBS, 41.18% of TRI
via DekaBank Deutsche Girozentrale, Mutual of America Capital Management LLC, Comprehensive Portfolio Management, LLC +2 more · 16.77% of UBS, 69.96% of DB
via DekaBank Deutsche Girozentrale, Raymond James & Associates, Cerity Partners LLC · 16.77% of UBS, 24.46% of BCE
Managers holding a meaningful stake in UBS also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.
UBS (UBS Group AG) has 0 disclosed suppliers and 12 disclosed customers, strongest disclosure first.
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: BOBS −10.00%, in consumer.