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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GQG Partners
26
GQG Partners
Florida
$159M +$159M +9,646,845 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$155M -$2.33M -148,217 -1%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$143M +$39.2M +2,467,258 +38%
Axa
29
Axa
France
$141M +$3.24M +205,979 +2%
DZ Bank
30
DZ Bank
Germany
$132M +$8.05M +507,450 +6%
Pzena Investment Management
31
Pzena Investment Management
New York
$125M -$44.9M -2,855,140 -26%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$123M +$90.4M +5,748,525 +275%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$96.7M +$7.63M +480,898 +9%
PP
34
Prudential plc
United Kingdom
$94.1M -$40.6M -2,578,674 -30%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$86.8M -$2.1M -132,763 -2%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$69.8M +$11M +695,848 +19%
Northern Trust
37
Northern Trust
Illinois
$69.1M +$2.51M +159,510 +4%
Citigroup
38
Citigroup
New York
$64.7M -$32.2M -1,983,142 -33%
Morgan Stanley
39
Morgan Stanley
New York
$64.1M -$31.3M -1,989,984 -33%
BIP
40
Brandes Investment Partners
California
$62.3M -$2.21M -140,187 -3%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$60.1M +$5.63M +357,898 +10%
SCCM
42
Schafer Cullen Capital Management
New York
$59.9M -$5.71M -362,718 -9%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$56.7M +$11.6M +743,580 +26%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$55.4M -$5.41M -340,651 -9%
DekaBank Deutsche Girozentrale
45
DekaBank Deutsche Girozentrale
Germany
$51M +$4.66M +297,177 +10%
CGT
46
Capital Guardian Trust
California
$50M +$1.62M +102,478 +3%
PPA
47
Parametric Portfolio Associates
Washington
$47.5M +$6.79M +431,558 +17%
CLOS
48
Compagnie Lombard Odier SCmA
Switzerland
$45.6M +$1.03M +64,937 +2%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$40.6M +$11.7M +739,617 +41%
Aviva
50
Aviva
United Kingdom
$37.4M +$11.9M +750,809 +47%
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