Stock TransactionsUBS GROUP AG

Total Bought
53,513,841
88 transactions
Total Sold
66,095,636
107 transactions
Net
-12,581,795
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
PZENA INVESTMENT MANAGEMENT LLC6,117,60830,145,113+24,027,5050.652.96+2.31buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP5,991,55715,930,635+9,939,0780.180.520.00buy
WCM INVESTMENT MANAGEMENT, LLC67,2134,635,670+4,568,4570.000.40+0.39buy
Zurcher Kantonalbank (Zurich Cantonalbank)42,108,70445,949,099+3,840,3954.725.590.00buy
Capital World Investors33,536,72337,059,828+3,523,1050.160.20+0.04buy
CANADA PENSION PLAN INVESTMENT BOARD3,188,9206,296,681+3,107,7610.120.250.00buy
JANUS HENDERSON GROUP PLC2,650,9253,406,328+755,4030.040.060.00buy
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main12,693,83713,352,862+659,0250.450.51+0.07buy
BRANDES INVESTMENT PARTNERS, LP1,292,7391,946,975+654,236100.000.91-99.09buy
Grantham, Mayo, Van Otterloo & Co. LLC414,927996,771+581,8440.050.14+0.09buy
NATIXIS ADVISORS, LLC4,087,9874,444,729+356,7420.310.370.00buy
RENAISSANCE TECHNOLOGIES LLC837,991500,391+337,6000.040.03-0.01sell
Allianz Asset Management GmbH6,196,1815,859,033+337,1480.320.34+0.02sell
Duquesne Family Office LLC2,183,4452,414,735+231,2901.942.23+0.29buy
Azora Capital LP443,374669,386+226,0121.171.78+0.61buy
Korea Investment CORP3,727,6553,948,225+220,5700.270.32+0.05buy
CANADA LIFE ASSURANCE Co2,142,1921,959,140+183,0520.130.14+0.01sell
PINNBROOK CAPITAL MANAGEMENT LP56,535216,435+159,9000.921.56+0.65buy
LEVIN CAPITAL STRATEGIES, L.P.1,077,2451,155,312+78,0673.163.85+0.69buy
Fullerton Fund Management Co Ltd.138,304205,503+67,1990.220.31+0.09buy
GARDNER LEWIS ASSET MANAGEMENT L P65,610114,362+48,7520.591.23+0.64buy
FORSTA AP-FONDEN727,806775,692+47,8860.000.000.00buy
ELEVATION POINT WEALTH PARTNERS, LLC23,71769,896+46,1790.060.21+0.14buy
Rockefeller Capital Management L.P.422,780458,064+35,2840.040.050.00buy
Penserra Capital Management LLC35,8444,736+31,1080.020.00-0.02sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC104,70075,500+29,2000.060.050.00sell
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE75,000100,000+25,0006.067.09+1.03buy
NatWest Group plc52,38574,947+22,5620.670.97+0.29buy
CHANNING GLOBAL ADVISORS, LLC535,334555,432+20,09812.9413.44+0.50buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC437,253455,302+18,0490.160.19+0.03buy
Compound Planning, Inc.10,74926,845+16,0960.090.11+0.03buy
Orion Porfolio Solutions, LLC146,828131,137+15,6910.050.050.00sell
Baader Bank Aktiengesellschaft525,000539,880+14,8800.801.21+0.41buy
Baker Avenue Asset Management, LP477,945492,395+14,4500.590.67+0.08buy
Metis Global Partners, LLC109,788122,455+12,6670.130.15+0.02buy
Quantinno Capital Management LP85,09797,278+12,1810.100.110.00buy
UNITED SERVICES AUTOMOBILE ASSOCIATION110,247122,096+11,8490.070.08+0.02buy
Valeo Financial Advisors, LLC16,87228,372+11,5000.020.04+0.02buy
RITHOLTZ WEALTH MANAGEMENT141,341152,639+11,2980.160.18+0.03buy
Covenant Partners, LLC9,90821,046+11,1380.090.21+0.12buy
Power Corp of Canada142,628152,967+10,3390.220.49+0.27buy
Mariner, LLC138,668148,814+10,1460.010.010.00buy
Beverly Hills Private Wealth, LLC16,22026,127+9,9070.120.21+0.09buy
OPPENHEIMER ASSET MANAGEMENT INC.43,43433,819+9,6150.020.010.00sell
TD ASSET MANAGEMENT INC717,853727,274+9,4210.020.02+0.00buy
Capital International Sarl49,66358,200+8,5370.060.07+0.01buy
Integrated Wealth Concepts LLC57,86364,704+6,8410.030.030.00buy
Legacy Wealth Asset Management, LLC49,73155,608+5,8770.450.56+0.11buy
PITCAIRN CO9,05614,706+5,6500.940.93-0.01buy
IEQ CAPITAL, LLC9,76315,321+5,5580.000.01+0.00buy
Checchi Capital Advisers, LLC18,43423,508+5,0740.040.06+0.02buy
ATLAS CAPITAL ADVISORS INC.29,67434,306+4,6320.120.15+0.03buy
CIBC WORLD MARKET INC.369,845374,087+4,2420.030.03-0.00buy
Ballentine Partners, LLC22,16726,292+4,1250.010.02+0.00buy
Simmons Bank66,74070,844+4,1040.150.18+0.03buy
YOUSIF CAPITAL MANAGEMENT, LLC57,40361,353+3,9500.020.020.00buy
Vanguard Personalized Indexing Management, LLC115,181119,053+3,8720.090.100.00buy
Cresset Asset Management, LLC73,49377,220+3,7270.010.010.00buy
SYON CAPITAL LLC45,67549,175+3,5000.140.16+0.02buy
Atria Investments, Inc71,02773,553+2,5260.030.04+0.00buy
Solstein Capital, LLC25,55528,017+2,4620.540.64+0.10buy
TRANSATLANTIQUE PRIVATE WEALTH LLC87,35189,788+2,4371.161.30+0.14buy
AMERIPRISE FINANCIAL INC2,714,8912,717,215+2,3240.020.03+0.00buy
Advisors Asset Management, Inc.31,24829,197+2,0510.020.020.00sell
Vident Advisory, LLC34,84636,758+1,9120.030.030.00buy
TOWNSQUARE CAPITAL LLC30,85832,702+1,8440.010.020.00buy
PARK AVENUE SECURITIES LLC53,82655,666+1,8400.020.02+0.00buy
Jaffetilchin Investment Partners, LLC9,65311,104+1,4510.030.03+0.01buy
Jackson Wealth Management, LLC140,387141,754+1,3670.490.58+0.08buy
Kathmere Capital Management, LLC32,11033,306+1,1960.120.13+0.02buy
WHITTIER TRUST CO4,0005,000+1,0000.000.000.00buy
Stonegate Investment Group, LLC11,21612,216+1,0000.010.01+0.00buy
Harvest Fund Management Co., Ltd1,8682,819+9510.010.00-0.01buy
Connective Portfolio Management, LLC36,02636,826+8002.702.32-0.38buy
Legacy Capital Group California, Inc.42,28042,777+4970.450.51+0.06buy
HIGHLAND CAPITAL MANAGEMENT, LLC106,867107,362+4950.180.21+0.02buy
RFP Financial Group LLC451903+4520.000.01+0.01buy
Keel Point, LLC8,9449,389+4450.030.03+0.00buy
DRIVE WEALTH MANAGEMENT, LLC9,87310,302+4290.090.10+0.01buy
Forum Financial Management, LP53,53353,851+3180.030.03+0.00buy
CIGNA INVESTMENTS INC /NEW61,55861,860+3020.350.40+0.05buy
Rehmann Capital Advisory Group27,80828,101+2930.060.07+0.01buy
FINANCIAL COUNSELORS INC15,76616,054+2880.010.01+0.00buy
D'Orazio & Associates, Inc.10,68410,883+1990.060.06+0.00buy
Aprio Wealth Management, LLC8,8749,065+1910.060.06+0.00buy
Freedom Investment Management, Inc.19,07119,260+1890.060.05-0.01buy
MGO ONE SEVEN LLC8,9439,101+1580.020.02-0.00buy
COOKSON PEIRCE & CO INC25,90726,062+1550.040.05+0.01buy
Werba Rubin Papier Wealth Management10,23010,350+1200.090.11+0.02buy
Claro Advisors LLC9,7689,859+910.060.07+0.01buy
Ascent Group, LLC12,26112,316+550.030.03-0.00buy
BOURGEON CAPITAL MANAGEMENT LLC59101+420.000.00+0.00buy
Optas, LLC9,7549,783+290.080.09+0.01buy
Bell Investment Advisors, Inc213188+250.000.000.00sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4865+170.000.00+0.00buy
Resurgent Financial Advisors LLC1,0431,048+50.020.02+0.00buy
Provenance Wealth Advisors, LLC119120+10.000.00+0.00buy
CULLINAN ASSOCIATES INC26,50126,500-10.040.05+0.01sell
WOLFF WIESE MAGANA LLC124-80.000.00-0.00sell
CAROLINAS WEALTH CONSULTING LLC4332-110.000.00-0.00sell
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