UBS icon

UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
2
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$623M
5
O
5
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
4
DZ Bank
Germany
$8.42M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
26
Pzena Investment Management
New York
$96.7M +$1.92M +158,933 +2%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$93M +$19.6M +1,616,546 +27%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$78.1M +$13.5M +1,117,057 +21%
Citigroup
29
Citigroup
New York
$76.9M +$3.68M +307,989 +5%
UBS Group
30
UBS Group
Switzerland
$75.8M -$1.43B -118,074,025 -95%
PP
31
Prudential plc
United Kingdom
$67.9M +$3.86M +318,791 +6%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$66.9M +$44.2M +3,653,127 +194%
LIM
33
Lancaster Investment Management
United Kingdom
$62.2M +$5.61M +463,084 +10%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$59.7M -$7.54M -622,055 -11%
BS
35
Banco Santander
Spain
$54.6M – – –
BIP
36
Brandes Investment Partners
California
$52M +$8.35M +689,412 +19%
DekaBank Deutsche Girozentrale
37
DekaBank Deutsche Girozentrale
Germany
$51M -$20.1M -1,277,825 -28%
Fidelity International
38
Fidelity International
Bermuda
$50.7M +$44.2M +3,648,178 +678%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$49.4M +$1.03M +85,363 +2%
Northern Trust
40
Northern Trust
Illinois
$46.1M -$471K -38,862 -1%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$45.6M +$11.9M +982,219 +35%
Morgan Stanley
42
Morgan Stanley
New York
$45.3M +$5.64M +465,452 +14%
Axa
43
Axa
France
$42.2M -$38.5M -3,183,263 -48%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$34.4M +$5.3M +437,862 +18%
CLOS
45
Compagnie Lombard Odier SCmA
Switzerland
$33.5M -$4.17M -344,393 -11%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$31.5M -$21.4M -1,770,081 -40%
NIMC
47
NWQ Investment Management Company
California
$30.8M +$783K +64,655 +3%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.1M +$3.53M +291,550 +13%
SCCM
49
Schafer Cullen Capital Management
New York
$29.8M -$2.68M -221,197 -8%
PPA
50
Parametric Portfolio Associates
Washington
$28.3M +$171K +14,087 +0.6%
1
2
3 4 5