Signals

← Signals

☆UBS

654 in-universe funds with a nonzero position in UBS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#178
Score / z1.087 / 1.63
Consensus230.31 over 408 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 5,646.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5,431.6 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 3,171.5 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,601.6 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,507.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2,157.2 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,980.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cevian Capital II GP LTD CIK 0001365341 0.979 3 1,972.8 57.9% 2 +0.5 pp +57.9 pp +57.9 pp +57.9 pp
☆DODGE & COX CIK 0000200217 0.944 222 1,752.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,525.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1,442.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,425.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,019.3 0.3% 4 +0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 967.1 3.1% 2 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 956.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 857.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 820.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 794.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 698.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 565.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 534.9 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 437.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 380.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 352.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 338.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 323.2 13.7% 2 +1.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 317.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 316.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 276.2 10.4% 2 +1.1 pp +10.4 pp +10.4 pp +10.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 274.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 233.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 215.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 213.4 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 208.3 0.2% 3 -0.1 pp -0.6 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 185.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 182.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 181.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 172.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&G Plc CIK 0001802539 0.820 370 170.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 147.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AVIVA PLC CIK 0001140022 0.925 854 139.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LGT Group Foundation CIK 0001911278 0.801 284 131.4 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 115.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 112.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 101.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 87.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 87.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 79.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 78.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 76.0 1.6% 3 +0.4 pp +0.6 pp +1.6 pp +1.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 73.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 71.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 71.8 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 71.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 70.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 70.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 70.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ARGA Investment Management, LP CIK 0001556915 0.380 121 68.9 1.8% 2 -4.9 pp +1.8 pp +1.8 pp +1.8 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 67.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 67.5 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 65.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 65.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 64.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patient Capital Management, LLC CIK 0001854794 0.748 39 61.5 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PLATINUM INVESTMENT MANAGEMENT LTD CIK 0001256071 0.198 85 59.0 3.8% 2 -2.4 pp +3.8 pp +3.8 pp +3.8 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 58.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 57.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 54.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 53.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 47.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 45.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 44.5 1.0% 2 -1.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Crocodile Capital Partners GmbH CIK 0001956498 0.772 12 41.4 33.7% 2 -22.8 pp +33.7 pp +33.7 pp +33.7 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 36.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GAM Holding AG CIK 0001438848 0.338 273 35.7 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 34.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 33.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 32.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Exane Asset Management CIK 0001666256 0.048 28 30.1 10.2% 2 -2.6 pp +10.2 pp +10.2 pp +10.2 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 29.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 28.6 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Global Partners, LLC CIK 0002051846 0.535 8 27.7 19.9% 2 +2.0 pp +19.9 pp +19.9 pp +19.9 pp
☆CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 0.471 41 27.5 19.0% 2 +2.9 pp +19.0 pp +19.0 pp +19.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 27.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 26.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 26.5 2.3% 2 +1.2 pp +2.3 pp +2.3 pp +2.3 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 25.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Systrade AG CIK 0001818160 0.744 14 25.5 18.8% 2 -4.9 pp +18.8 pp +18.8 pp +18.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 21.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 20.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 20.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 18.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 16.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 15.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 15.6 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 15.1 4.0% 2 +0.8 pp +4.0 pp +4.0 pp +4.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henry James International Management Inc. CIK 0001750423 0.252 91 15.0 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 14.7 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 14.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 13.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 13.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 13.3 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 12.5 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 11.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LGT Fund Management Co Ltd. CIK 0001911284 0.522 235 11.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.6 0.0% 2 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 9.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Promethos Capital, LLC CIK 0001908619 0.314 54 9.8 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 6.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Permanens Capital L.P. CIK 0001599637 0.387 100 6.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 0.375 26 5.6 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
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☆Sienna Gestion CIK 0002021242 0.252 178 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.497 244 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UBS). Qtrs Held counts distinct quarters this fund has actually held UBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UBS position size. Δ columns are the percentage-point change in UBS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status