UBS icon

UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
26
Pzena Investment Management
New York
$96.9M -$1.15M -92,837 -1%
Axa
27
Axa
France
$82.6M -$28.4M -2,290,101 -26%
Citigroup
28
Citigroup
New York
$76.1M +$26.6M +2,139,705 +54%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$75.2M +$75.1M +6,054,922 New
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$68.8M -$6.85M -551,990 -9%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$66.2M -$1.74M -140,301 -3%
PP
32
Prudential plc
United Kingdom
$65.5M -$8.54M -690,121 -12%
LIM
33
Lancaster Investment Management
United Kingdom
$57.9M +$57.9M +4,676,949 New
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$56.1M +$15.8M +1,277,825 +39%
BS
35
Banco Santander
Spain
$56M +$56M +4,503,970 New
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$54.1M -$344K -27,773 -0.6%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$49.5M +$2.19M +176,831 +5%
Northern Trust
38
Northern Trust
Illinois
$47.6M -$6.82M -551,073 -13%
BIP
39
Brandes Investment Partners
California
$44.6M -$4.46M -360,401 -9%
Morgan Stanley
40
Morgan Stanley
New York
$40.6M -$9.84M -794,684 -20%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$39.3M -$5.63M -454,938 -13%
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$38.6M +$2.96M +238,227 +8%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$34.5M -$8.82M -710,521 -20%
SCCM
44
Schafer Cullen Capital Management
New York
$33.2M -$13.9M -1,125,607 -30%
NIMC
45
NWQ Investment Management Company
California
$30.7M -$1.27M -102,313 -4%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$29.7M -$67.3M -5,438,245 -69%
PPA
47
Parametric Portfolio Associates
Washington
$28.7M -$8.62M -696,673 -23%
ClearBridge Investments
48
ClearBridge Investments
New York
$28.1M -$140K -11,294 -0.5%
GH
49
GAM Holding
Switzerland
$27.8M -$59.6K -4,794 -0.2%
Aviva
50
Aviva
United Kingdom
$27.6M -$1.74M -140,153 -6%
1
2
3 4 5