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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.58B
2
Dodge & Cox
2
Dodge & Cox
California
$1.65B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$166M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$266M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$64.7M
2
Invesco
2
Invesco
Georgia
$199M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$213M
4
BIP
4
Brandes Investment Partners
California
$44M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$59.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Pzena Investment Management
26
Pzena Investment Management
New York
$79.5M 7,030,706 -652,057 -8%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$72.4M 6,371,524 -55,855 -0.9%
UBS Group
28
UBS Group
Switzerland
$64.7M 5,719,306 -130,089,150 -96%
Citigroup
29
Citigroup
New York
$64.5M 5,674,147 -107,273 -2%
Fidelity International
30
Fidelity International
Bermuda
$62.3M 5,487,012 +7,532 +0.1%
PP
31
Prudential plc
United Kingdom
$61.9M 5,618,493 +69,195 +1%
Capital Research Global Investors
32
Capital Research Global Investors
California
$59.7M 5,257,745 -16,446,439 -76%
ED
33
Exane Derivatives
France
$51M 4,484,255 +678,377 +18%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$45.7M 4,043,622 +11,315 +0.3%
BIP
35
Brandes Investment Partners
California
$44M 3,889,779 -16,906,546 -81%
Northern Trust
36
Northern Trust
Illinois
$40.9M 3,612,391 -260,225 -7%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$40.1M 3,528,478 +275,033 +8%
DekaBank Deutsche Girozentrale
38
DekaBank Deutsche Girozentrale
Germany
$38.8M 3,389,964 +33,028 +1%
Canada Life
39
Canada Life
Manitoba, Canada
$36.8M 3,238,132 +138,379 +4%
O
40
Ossiam
France
$31.8M 2,799,990 +2,799,990 New
HSBC Holdings
41
HSBC Holdings
United Kingdom
$31.2M 2,761,819 -9,843,639 -78%
SCCM
42
Schafer Cullen Capital Management
New York
$29.2M 2,578,646 -66,220 -3%
Morgan Stanley
43
Morgan Stanley
New York
$28.8M 2,542,869 +20,888 +0.8%
CLOS
44
Compagnie Lombard Odier SCmA
Switzerland
$28.5M 2,504,943 -222,149 -8%
NIMC
45
NWQ Investment Management Company
California
$27.5M 2,428,107 -105,306 -4%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25M 2,200,116 +90,029 +4%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$24.9M 2,192,731 -1,590,496 -42%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$23.9M 2,115,631 -246,902 -10%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.1M 2,035,271 +231,137 +13%
ACI
50
AMP Capital Investors
Australia
$22.6M 2,001,497 +26,149 +1%
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