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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.64B
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$311M
3
Goldman Sachs
3
Goldman Sachs
New York
$471M
4
GQG Partners
4
GQG Partners
Florida
$118M
5
CS
5
Credit Suisse
Switzerland
$1.3B

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.73B
2
Franklin Resources
2
Franklin Resources
California
$183M
3
Invesco
3
Invesco
Georgia
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$164M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$96M -$26.6M -2,112,304 -22%
Invesco
27
Invesco
Georgia
$88.2M -$133M -10,557,127 -60%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$79.7M -$692K -54,849 -0.9%
Fidelity International
29
Fidelity International
Bermuda
$77.9M +$8.57M +678,787 +12%
MGIM
30
M&G Investment Management
United Kingdom
$69.1M +$69.1M +5,575,160 New
Citigroup
31
Citigroup
New York
$68.9M -$2.78M -220,430 -4%
BCV
32
Banque Cantonale Vaudoise
Switzerland
$57.8M +$57.8M +4,575,321 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$50M -$875K -69,554 -2%
Northern Trust
34
Northern Trust
Illinois
$49.1M +$3.65M +290,390 +8%
Morgan Stanley
35
Morgan Stanley
New York
$48.4M +$16.4M +1,305,804 +51%
Wells Fargo
36
Wells Fargo
California
$46.3M -$71.6M -5,689,586 -61%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$45.6M +$10.7M +842,986 +31%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$44.4M -$102K -8,054 -0.2%
BIP
39
Brandes Investment Partners
California
$43.8M -$5.16M -410,114 -11%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$42.2M -$427K -33,979 -1%
ED
41
Exane Derivatives
France
$34.7M -$23.9M -1,829,861 -41%
OTPPB
42
Ontario Teachers' Pension Plan Board
Ontario, Canada
$33.7M +$9.88M +781,836 +41%
BBVA
43
Banco Bilbao Vizcaya Argentaria
Spain
$33M +$33M +2,613,573 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$32.9M +$6.31M +501,430 +24%
CLOS
45
Compagnie Lombard Odier SCmA
Switzerland
$32.6M +$943K +74,696 +3%
PPA
46
Parametric Portfolio Associates
Washington
$30.3M +$6.5M +517,063 +27%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$29M -$91M -7,211,362 -76%
NIMC
48
NWQ Investment Management Company
California
$28.8M -$1.78M -141,245 -6%
SCCM
49
Schafer Cullen Capital Management
New York
$28.7M -$3.72M -295,431 -11%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.4M -$591K -44,786 -2%
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