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UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
ED
5
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$523M
2
CS
2
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$605M
4
UBS Group
4
UBS Group
Switzerland
$2.39B
5
BIP
5
Brandes Investment Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
26
DZ Bank
Germany
$131M +$1.8M +105,330 +1%
Axa
27
Axa
France
$121M +$12.9M +753,142 +12%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$111M -$17.1M -995,085 -13%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$103M +$14.7M +859,649 +17%
Morgan Stanley
30
Morgan Stanley
New York
$82.5M +$9.16M +534,320 +12%
Wells Fargo
31
Wells Fargo
California
$75M +$19.2M +1,118,473 +34%
SCCM
32
Schafer Cullen Capital Management
New York
$74M +$1.97M +114,954 +3%
BIP
33
Brandes Investment Partners
California
$73.5M -$39.5M -2,303,780 -35%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$73.4M +$390K +22,824 +0.5%
Citigroup
35
Citigroup
New York
$72.5M +$15.9M +931,210 +28%
DekaBank Deutsche Girozentrale
36
DekaBank Deutsche Girozentrale
Germany
$71.4M +$2.81M +165,424 +4%
Northern Trust
37
Northern Trust
Illinois
$69.3M +$1.37M +80,032 +2%
CGT
38
Capital Guardian Trust
California
$68.9M -$533K -31,185 -0.8%
ED
39
Exane Derivatives
France
$68.1M +$59.8M +3,505,876 +719%
Aviva
40
Aviva
United Kingdom
$63.9M -$3.81M -223,066 -6%
CLOS
41
Compagnie Lombard Odier SCmA
Switzerland
$54.3M -$14.6M -853,923 -21%
Capital International Investors
42
Capital International Investors
California
$48.3M +$62.9K +3,680 +0.1%
NIMC
43
NWQ Investment Management Company
California
$47.2M -$777K -45,288 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$44.6M +$1.12M +65,274 +3%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$39.5M +$131K +7,645 +0.3%
ClearBridge Investments
46
ClearBridge Investments
New York
$37.9M -$730K -42,570 -2%
TIM
47
Thornburg Investment Management
New Mexico
$35.3M -$1.82M -105,872 -5%
PPA
48
Parametric Portfolio Associates
Washington
$34.1M +$5.33M +311,053 +19%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.6M -$10.3M -598,098 -23%
CBT
50
Capital Bank & Trust
California
$30.9M +$1.03M +60,124 +3%
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