UBS icon

UBS Group
UBS

Overview Fund Activity

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.61B
2
Norges Bank
2
Norges Bank
Norway
$1.32B
3
Invesco
3
Invesco
Georgia
$464M
4
BIP
4
Brandes Investment Partners
California
$246M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$149M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$157M
3
State Street
3
State Street
Massachusetts
$0
4
AAMU
4
Amundi Asset Management US
Massachusetts
$193M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
351
Centaurus Financial
California
– -$35.6K -431 Closed
KL
352
KWMG LLC
Kansas
– -$5K -382 Closed
HCC
353
Hirtle Callaghan & Co
Pennsylvania
– -$3K -268 Closed
RCM
354
Requisite Capital Management
Texas
– -$3K -238 Closed
SAM
355
Strategy Asset Managers
California
– -$2K -200 Closed
LWA
356
Lenox Wealth Advisors
New York
– -$2K -194 Closed
RIA
357
Realta Investment Advisors
Delaware
– -$1K -109 Closed
GAM
358
Gemmer Asset Management
California
– -$1K -90 Closed
CGT
359
Capital Guardian Trust
California
– -$1K -50 Closed
MFW
360
Mosaic Family Wealth
Missouri
– -$1K -43 Closed
11 12 13 14
15