Signals

UBS

827 in-universe funds with a nonzero position in UBS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#526
Score / z0.353 / 0.30
Consensus229.73 over 427 funds
Momentumno 12m return

Price & positioning

227 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
UBS Group AG (UBS) CIK 0001610520 0.954 9044 4,176.2 0.7% 4 -0.5 pp -0.3 pp -0.1 pp +0.7 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,601.5 0.9% 4 -0.2 pp -0.1 pp +0.2 pp +0.9 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,581.5 0.9% 4 -0.1 pp -0.0 pp +0.1 pp +0.9 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2,167.4 4.7% 4 -0.3 pp -0.2 pp -0.2 pp +4.7 pp
FMR LLC CIK 0000315066 0.989 5571 2,101.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,909.1 0.4% 4 -0.1 pp -0.1 pp +0.2 pp +0.4 pp
Cevian Capital II GP LTD CIK 0001365341 0.979 3 1,880.0 60.3% 4 -0.6 pp +2.4 pp +2.9 pp +60.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1,361.1 1.4% 4 -0.2 pp +0.0 pp +0.2 pp +1.4 pp
DODGE & COX CIK 0000200217 0.944 222 1,308.6 0.7% 4 -0.1 pp -0.2 pp -0.1 pp +0.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,247.2 0.4% 6 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1,072.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital World Investors CIK 0001422849 0.974 637 913.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 910.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 895.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 815.7 2.6% 4 -0.6 pp -0.5 pp -0.0 pp +2.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 728.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 599.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 581.5 2.0% 4 -0.1 pp +0.2 pp +0.5 pp +2.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 550.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 431.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 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 377.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 332.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 305.9 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 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 303.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 298.8 4.9% 4 -3.5 pp -8.8 pp -7.1 pp +4.9 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 295.4 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 292.9 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 273.1 10.3% 4 -0.9 pp -0.1 pp +1.1 pp +10.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 254.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 236.9 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 235.7 0.7% 4 -0.0 pp +0.2 pp +0.3 pp +0.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 227.9 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 223.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.6 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 214.5 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 201.6 2.5% 4 -0.3 pp +0.1 pp +0.1 pp +2.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 199.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 198.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M&G Plc CIK 0001802539 0.820 370 193.2 1.0% 4 -0.1 pp +0.1 pp +0.2 pp +1.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 180.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 178.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 170.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 153.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 150.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 137.4 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
AVIVA PLC CIK 0001140022 0.925 854 136.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LGT Group Foundation CIK 0001911278 0.801 284 132.2 1.6% 4 -0.3 pp +0.1 pp +0.4 pp +1.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 128.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 121.4 3.7% 4 -3.3 pp +1.4 pp +2.6 pp +3.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 115.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 104.2 1.5% 4 +0.0 pp +0.5 pp +0.5 pp +1.5 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 101.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 98.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 95.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 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 94.6 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 92.0 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 87.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 81.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 81.6 1.7% 5 -0.2 pp +0.1 pp +0.5 pp +0.7 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 79.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 78.3 2.9% 4 +0.8 pp +1.5 pp +1.2 pp +2.9 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 74.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Exane Asset Management CIK 0001666256 0.048 28 66.7 13.6% 4 +7.5 pp +3.5 pp +0.8 pp +13.6 pp
FIL Ltd CIK 0000318989 0.878 1140 64.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 63.7 0.7% 4 +0.0 pp +0.2 pp +0.4 pp +0.7 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 61.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 61.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 58.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 56.7 0.6% 6 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 53.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 53.5 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
Life Cycle Investment Partners Ltd CIK 0002072459 0.833 158 52.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 51.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 50.4 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
Crocodile Capital Partners GmbH CIK 0001956498 0.772 12 49.6 35.5% 4 +5.8 pp +1.7 pp -21.1 pp +35.5 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 48.5 1.8% 4 -0.3 pp -0.7 pp -1.1 pp +1.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 47.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 47.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 44.5 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 41.5 0.7% 4 -0.1 pp -0.4 pp -0.3 pp +0.7 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 36.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
EFG International AG CIK 0002109868 0.615 1088 34.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 27.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 26.9 2.4% 4 -0.7 pp +0.2 pp +0.3 pp +2.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 26.8 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 0.471 41 26.2 15.3% 4 -5.1 pp -3.7 pp -0.8 pp +15.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 25.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 25.2 23.7% 4 +0.8 pp +3.8 pp +5.8 pp +23.7 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 25.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 24.8 1.9% 4 -0.8 pp -0.7 pp -0.5 pp +1.9 pp
Systrade AG CIK 0001818160 0.744 14 24.5 16.4% 4 -1.3 pp -2.4 pp -7.3 pp +16.4 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 24.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 24.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 22.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 22.5 0.4% 4 -0.4 pp -0.6 pp -2.1 pp +0.4 pp
Fiera Capital Corp CIK 0001505817 0.842 401 22.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 22.2 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 21.7 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 20.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 20.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 20.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 19.9 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 18.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 18.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 16.0 0.7% 4 -0.4 pp -0.2 pp -0.0 pp +0.7 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 15.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 14.9 3.2% 4 +2.7 pp +2.6 pp +2.7 pp +3.2 pp
Creative Planning CIK 0001540235 0.979 4196 14.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 14.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 14.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 14.2 3.1% 4 -1.2 pp -0.9 pp -0.0 pp +3.1 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 14.1 1.4% 4 -0.2 pp -0.1 pp +0.1 pp +1.4 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 13.7 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
Andra AP-fonden CIK 0001535452 0.270 396 13.6 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
RBF Capital, LLC CIK 0001134621 0.512 506 13.3 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.0 0.0% 4 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 12.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 12.4 1.2% 4 -0.2 pp -0.0 pp +0.2 pp +1.2 pp
PDT Partners, LLC CIK 0001564702 0.042 489 11.7 0.7% 4 -0.2 pp -0.1 pp +0.1 pp +0.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 11.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 11.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 11.4 2.3% 4 -0.5 pp -0.2 pp +0.0 pp +2.3 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 11.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.8 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 10.6 3.8% 4 -1.1 pp -0.7 pp -0.3 pp +3.8 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 9.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 9.4 0.7% 4 -0.1 pp -0.1 pp +0.0 pp +0.7 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 9.1 2.4% 4 -0.5 pp -0.2 pp -0.0 pp +2.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 8.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 8.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 8.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 8.2 1.7% 4 -0.5 pp +0.3 pp +0.3 pp +1.7 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Osmosis Investment Management UK Ltd CIK 0001780700 0.507 452 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 7.6 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 7.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MCF Advisors LLC CIK 0001602905 0.682 1403 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
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 0.0 0.0% 0 -0.3 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
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.5 pp +0.0 pp -0.6 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 0.0 0.0% 0 -1.1 pp -1.4 pp -0.3 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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