Stock TransactionsUBS GROUP AG

Total Bought
28,465,165
112 transactions
Total Sold
23,996,168
112 transactions
Net
+4,468,997
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP15,930,63528,558,110+12,627,4750.520.820.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)45,949,09948,551,715+2,602,6165.595.350.00buy
LGT Group Foundation328,5672,835,384+2,506,8170.222.06+1.83buy
CANADA PENSION PLAN INVESTMENT BOARD6,296,6817,786,916+1,490,2350.250.250.00buy
FIL Ltd4,893,3536,260,405+1,367,0520.160.19+0.03buy
Allianz Asset Management GmbH5,859,0334,686,781+1,172,2520.340.25-0.10sell
Capital World Investors37,059,82838,207,664+1,147,8360.200.19-0.01buy
Banque Cantonale Vaudoise6,058,0117,155,610+1,097,5998.158.63+0.48buy
Alyeska Investment Group, L.P.300,0001,299,449+999,4490.060.25+0.18buy
ROYAL LONDON ASSET MANAGEMENT LTD6,840,1797,642,996+802,8170.600.59-0.02buy
WCM INVESTMENT MANAGEMENT, LLC4,635,6705,310,064+674,3940.400.39-0.01buy
RENAISSANCE TECHNOLOGIES LLC500,3911,101,791+601,4000.030.06+0.03buy
TD ASSET MANAGEMENT INC727,2741,219,216+491,9420.020.04+0.01buy
GARDNER LEWIS ASSET MANAGEMENT L P114,362377,712+263,3501.233.49+2.26buy
Zurich Insurance Group Ltd/FI858,2231,072,560+214,3370.270.30+0.03buy
Moran Wealth Management, LLC284,159496,382+212,2230.310.49+0.18buy
NATIXIS ADVISORS, LLC4,444,7294,613,042+168,3130.370.330.00buy
ARGA Investment Management, LP5,971,4476,130,386+158,9396.426.32-0.10buy
JANUS HENDERSON GROUP PLC3,406,3283,247,489+158,8390.060.060.00sell
Bank Julius Baer & Co. Ltd, Zurich315,451459,833+144,3820.210.06-0.15buy
RPg Family Wealth Advisory, LLC132,428264,266+131,8381.512.57+1.06buy
Rockefeller Capital Management L.P.458,064553,620+95,5560.050.050.00buy
CANADA LIFE ASSURANCE Co1,959,1402,019,963+60,8230.140.13-0.01buy
Korea Investment CORP3,948,2253,997,005+48,7800.320.31-0.01buy
Henry James International Management Inc.451,778497,783+46,0055.244.63-0.61buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC455,302496,213+40,9110.190.17-0.02buy
PRUDENTIAL PLC261,932301,443+39,5110.080.07-0.01buy
Quantinno Capital Management LP97,278134,528+37,2500.110.090.00buy
PITCAIRN CO14,70649,330+34,6240.930.10-0.83buy
Fiera Capital Corp9,35043,625+34,2750.000.00+0.00buy
LGT Fund Management Co Ltd.13,20039,388+26,1880.170.50+0.33buy
INSPIRE TRUST CO, N.A.26,63749,417+22,7800.850.85-0.00buy
Y-Intercept (Hong Kong) Ltd78,74656,924+21,8220.230.140.00sell
Qtron Investments LLC38,12658,957+20,8310.190.26+0.06buy
Baker Avenue Asset Management, LP492,395512,015+19,6200.670.62-0.05buy
U S GLOBAL INVESTORS INC48,50068,000+19,5000.100.17+0.07buy
Azora Capital LP669,386687,607+18,2211.781.53-0.25buy
OPPENHEIMER ASSET MANAGEMENT INC.33,81916,623+17,1960.010.010.00sell
Vanguard Personalized Indexing Management, LLC119,053135,472+16,4190.100.090.00buy
Quinn Opportunity Partners LLC437,587451,587+14,000100.001.53-98.47buy
Zhang Financial LLC23,08234,337+11,2550.060.08+0.02buy
Capital International Sarl58,20069,005+10,8050.070.07+0.00buy
WEDBUSH SECURITIES INC6,75317,383+10,6300.010.020.00buy
Compton Wealth Advisory Group, LLC12,59122,591+10,0000.120.19+0.07buy
RITHOLTZ WEALTH MANAGEMENT152,639162,421+9,7820.180.17-0.01buy
ELEVATION POINT WEALTH PARTNERS, LLC69,89679,269+9,3730.210.19-0.02buy
Stamos Capital Partners, L.P.17,10025,690+8,5900.140.18+0.04buy
Jackson Wealth Management, LLC141,754149,621+7,8670.580.57-0.00buy
Cresset Asset Management, LLC77,22084,480+7,2600.010.010.00buy
Mariner, LLC148,814155,734+6,9200.010.010.00buy
Vident Advisory, LLC36,75842,548+5,7900.030.030.00buy
OPPENHEIMER & CO INC186,500192,203+5,7030.110.10-0.01buy
MITCHELL CAPITAL MANAGEMENT CO103,627108,554+4,9270.670.64-0.03buy
Compound Planning, Inc.26,84531,706+4,8610.110.09-0.02buy
Penserra Capital Management LLC4,736261+4,4750.000.00-0.00sell
Ballentine Partners, LLC26,29230,076+3,7840.020.02+0.00buy
NatWest Group plc74,94778,176+3,2290.970.92-0.04buy
TOWNSQUARE CAPITAL LLC32,70235,340+2,6380.020.020.00buy
Forum Financial Management, LP53,85156,356+2,5050.030.03-0.00buy
Vise Technologies, Inc.38,00340,419+2,4160.250.24-0.01buy
BESSEMER GROUP INC59,62962,016+2,3870.000.00-0.00buy
SYON CAPITAL LLC49,17551,473+2,2980.160.15-0.01buy
Advisors Asset Management, Inc.29,19726,972+2,2250.020.020.00sell
Bleakley Financial Group, LLC9,61211,734+2,1220.010.01+0.00buy
EQUITABLE TRUST CO77,02678,996+1,9700.180.17-0.01buy
Claro Advisors LLC9,85911,682+1,8230.070.06-0.00buy
Activest Wealth Management1111,817+1,7060.000.03+0.03buy
Sowell Financial Services LLC10,11511,767+1,6520.020.02+0.00buy
Kathmere Capital Management, LLC33,30634,652+1,3460.130.12-0.01buy
Legacy Wealth Asset Management, LLC55,60856,937+1,3290.560.49-0.08buy
PDS Planning, Inc15,30416,554+1,2500.050.05-0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC61,35360,133+1,2200.020.020.00sell
EVERGREEN CAPITAL MANAGEMENT LLC22,90524,088+1,1830.030.03-0.00buy
PARK NATIONAL CORP /OH/6,5557,645+1,0900.010.01+0.00buy
Altman Advisors, Inc.66,76167,809+1,0481.081.01-0.08buy
&PARTNERS9,45310,485+1,0320.070.04-0.03buy
STUDIO INVESTMENT MANAGEMENT LLC13,90614,908+1,0020.110.11-0.00buy
Advisors Capital Management, LLC27,62628,554+9280.020.02-0.00buy
Perigon Wealth Management, LLC14,41515,324+9090.010.01-0.00buy
Rakuten Securities, Inc.1001,000+9000.000.01+0.01buy
Aprio Wealth Management, LLC9,0659,956+8910.060.06-0.00buy
LORD, ABBETT & CO. LLC55,22156,100+8790.010.01-0.00buy
BAILARD, INC.35,45236,267+8150.030.03-0.00buy
Financial Perspectives, Inc4,0944,894+8000.050.06+0.01buy
Valeo Financial Advisors, LLC28,37229,144+7720.040.03-0.01buy
COLDSTREAM CAPITAL MANAGEMENT INC13,04613,770+7240.010.01-0.00buy
Laird Norton Wetherby Wealth Management, LLC137,761138,481+7200.220.20-0.02buy
GREAT LAKES ADVISORS, LLC8,5879,218+6310.000.00-0.00buy
OneAscent Financial Services LLC8,0058,595+5900.030.03-0.00buy
Advisor OS, LLC7,7038,238+5350.030.03-0.00buy
RFP Financial Group LLC9031,429+5260.010.02+0.01buy
DRIVE WEALTH MANAGEMENT, LLC10,30210,751+4490.100.09-0.01buy
Integrated Wealth Concepts LLC64,70465,086+3820.030.030.00buy
D'Orazio & Associates, Inc.10,88311,264+3810.060.06-0.00buy
GREENLEAF TRUST48,32047,954+3660.010.010.00sell
Stonegate Investment Group, LLC12,21612,558+3420.010.01-0.00buy
Traveka Wealth, LLC6,6967,031+3350.100.10-0.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC65394+3290.000.00+0.00buy
Simmons Bank70,84471,166+3220.180.16-0.01buy
Sage Mountain Advisors LLC7,0387,324+2860.030.02-0.00buy
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