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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
1
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$132M
3
AL
3
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
5
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.72B
2
Norges Bank
2
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
5
Marshall Wace Asia
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$165M +$90.8M +5,140,784 +123%
Axa
27
Axa
France
$146M +$24M +1,358,942 +20%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$144M -$40.1M -2,282,406 -22%
Morgan Stanley
29
Morgan Stanley
New York
$144M +$11.9M +675,896 +9%
DZ Bank
30
DZ Bank
Germany
$138M -$4.12M -234,754 -3%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$132M +$132M +7,544,047 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$124M +$13.7M +777,054 +12%
AL
33
Appaloosa LP
New Jersey
$122M +$122M +6,955,399 New
HSBC Holdings
34
HSBC Holdings
United Kingdom
$122M -$24.2M -1,368,323 -17%
Citigroup
35
Citigroup
New York
$111M +$41.4M +2,362,520 +60%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$82.6M +$1.28M +73,076 +2%
SCCM
37
Schafer Cullen Capital Management
New York
$77.3M +$833K +47,170 +1%
Northern Trust
38
Northern Trust
Illinois
$73.9M +$1.54M +86,994 +2%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$67.6M -$5.82M -332,070 -8%
BIP
40
Brandes Investment Partners
California
$67.1M -$6.52M -369,051 -9%
CGT
41
Capital Guardian Trust
California
$55.5M +$1.16M +66,004 +2%
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$54.9M -$19.2M -1,088,978 -26%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$50M -$1.29M -73,048 -3%
Capital International Investors
44
Capital International Investors
California
$49.9M +$78.1K +4,439 +0.2%
CLOS
45
Compagnie Lombard Odier SCmA
Switzerland
$49.7M -$59.6M -3,398,943 -55%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$49.1M +$6.63M +375,252 +16%
NIMC
47
NWQ Investment Management Company
California
$44.8M -$748K -44,084 -2%
PPA
48
Parametric Portfolio Associates
Washington
$43.5M +$4.75M +269,199 +12%
ClearBridge Investments
49
ClearBridge Investments
New York
$39.2M +$267K +15,130 +0.7%
GH
50
GAM Holding
Switzerland
$37.2M -$2.6M -147,957 -7%
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