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UBS Group
UBS

Overview Fund Activity

234 hedge funds and large institutions have $19.4B invested in UBS Group in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 30 closing their positions.

Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
6.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.36%
New
63
Increased
91
Reduced
65
Closed
30
Calls
$339M
Puts
$231M
Net Calls
+$108M
Net Calls Change
-$35.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.2B
2
Dodge & Cox
2
Dodge & Cox
California
$566M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$647M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.29B

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$62.8M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$36.7M
3
Fidelity International
3
Fidelity International
Bermuda
$536M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$146M
5
UBS Group
5
UBS Group
Switzerland
$1.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
26
DekaBank Deutsche Girozentrale
Germany
$136M +$8.76M +472,949 +7%
Wells Fargo
27
Wells Fargo
California
$135M -$1.88M -101,647 -1%
BIP
28
Brandes Investment Partners
California
$101M -$11.2M -605,793 -10%
TGI
29
Tradewinds Global Investors
California
$101M -$7.67M -414,354 -7%
Morgan Stanley
30
Morgan Stanley
New York
$99.6M +$28M +1,513,479 +39%
EDRH
31
Edmond de Rothschild Holding
Switzerland
$92M -$17.8M -961,422 -16%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$92M +$5.77M +320,140 +7%
GTP
33
Global Thematic Partners
New York
$91.6M -$24.6M -1,327,166 -21%
SCCM
34
Schafer Cullen Capital Management
New York
$91.1M +$2.2M +118,615 +2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$81.4M +$3.13M +169,238 +4%
Northern Trust
36
Northern Trust
Illinois
$75M +$782K +42,244 +1%
EDRAMF
37
Edmond de Rothschild Asset Management (France)
France
$66.4M -$21.1M -1,138,850 -24%
OTPPB
38
Ontario Teachers' Pension Plan Board
Ontario, Canada
$65.8M +$3.19M +173,309 +5%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$64.1M -$2.95M -159,803 -4%
Aviva
40
Aviva
United Kingdom
$62.8M -$103M -5,560,649 -62%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$53.6M +$15.7M +848,079 +41%
WI
42
WHV Investments
California
$52M -$9.54M -461,275 -15%
ClearBridge Investments
43
ClearBridge Investments
New York
$51.9M +$2.01M +108,576 +4%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$47.1M +$5.9M +320,003 +14%
ACI
45
AMP Capital Investors
Australia
$46.5M -$3.35M -184,493 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
46
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.2M +$2.4M +130,447 +6%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$43.2M +$11.9M +641,415 +38%
TIM
48
Thornburg Investment Management
New Mexico
$39.5M -$24.1M -1,302,200 -38%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$36.7M -$76M -4,123,700 -67%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$33.9M +$5.24M +283,155 +18%
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