UBS icon

UBS Group
UBS

Overview Fund Activity

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.61B
2
Norges Bank
2
Norges Bank
Norway
$1.32B
3
Invesco
3
Invesco
Georgia
$464M
4
BIP
4
Brandes Investment Partners
California
$246M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$149M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$157M
3
State Street
3
State Street
Massachusetts
$0
4
AAMU
4
Amundi Asset Management US
Massachusetts
$193M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$101M +$2.3M +194,105 +2%
Pzena Investment Management
27
Pzena Investment Management
New York
$91M -$3.62M -305,783 -4%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$79M +$13.2M +1,109,513 +20%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$76.4M -$267K -22,440 -0.3%
Citigroup
30
Citigroup
New York
$68.5M -$7.77M -655,542 -10%
PP
31
Prudential plc
United Kingdom
$68.2M -$721K -58,648 -1%
Fidelity International
32
Fidelity International
Bermuda
$65.1M +$15.4M +1,292,859 +31%
Renaissance Technologies
33
Renaissance Technologies
New York
$58.8M +$38.6M +3,256,300 +191%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$58.7M -$119M -10,000,000 -67%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$47.8M -$562K -47,449 -1%
Northern Trust
36
Northern Trust
Illinois
$45.9M +$827K +69,811 +2%
ED
37
Exane Derivatives
France
$45.2M +$34.3M +2,886,544 +314%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$45M -$13.6M -1,139,211 -23%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$39.8M +$1.25M +105,196 +3%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$38.7M -$6.07M -510,340 -14%
Canada Life
41
Canada Life
Manitoba, Canada
$36.9M +$35.9M +3,018,835 +3,731%
PPA
42
Parametric Portfolio Associates
Washington
$33.6M +$5.95M +502,192 +21%
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$32.5M -$459K -38,567 -1%
SCCM
44
Schafer Cullen Capital Management
New York
$32.3M +$2.26M +185,092 +8%
NIMC
45
NWQ Investment Management Company
California
$30M -$129K -10,845 -0.4%
Morgan Stanley
46
Morgan Stanley
New York
$29.9M -$14.5M -1,222,770 -33%
Axa
47
Axa
France
$29.5M -$11.8M -998,352 -29%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$28M +$6.5M +548,744 +30%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.1M -$4.45M -373,706 -15%
TAM
50
Tocqueville Asset Management
New York
$24.3M +$455K +38,410 +2%
1
2
3 4 5