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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$337M
2
DZ Bank
2
DZ Bank
Germany
$228M
3
Norges Bank
3
Norges Bank
Norway
$1.84B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
5
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
2
Dodge & Cox
California
$1.48B
3
Deutsche Bank
3
Deutsche Bank
Germany
$237M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$68.7M -$1.57M -136,285 -2%
Renaissance Technologies
27
Renaissance Technologies
New York
$64M -$44.7M -3,876,700 -41%
BCV
28
Banque Cantonale Vaudoise
Switzerland
$54.6M +$305K +26,473 +0.6%
MGIM
29
M&G Investment Management
United Kingdom
$51.4M -$18.9M -1,630,973 -27%
Axa
30
Axa
France
$50.2M +$16.6M +1,434,861 +49%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$45.3M -$18.8M -1,634,600 -29%
PPA
32
Parametric Portfolio Associates
Washington
$43.8M +$7.23M +626,472 +20%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$43.2M -$691K -59,898 -2%
SCCM
34
Schafer Cullen Capital Management
New York
$42.3M +$13.6M +1,175,607 +47%
Northern Trust
35
Northern Trust
Illinois
$42M -$2.92M -253,119 -7%
Citigroup
36
Citigroup
New York
$41.2M -$5.11M -443,931 -11%
Morgan Stanley
37
Morgan Stanley
New York
$37.2M -$5.98M -518,474 -14%
MWA
38
Marshall Wace Asia
Hong Kong
$35.6M +$35.6M +3,097,754 New
BIP
39
Brandes Investment Partners
California
$35.3M -$3.54M -306,712 -9%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$33.2M +$11.7M +1,010,765 +54%
CCMG
41
Clark Capital Management Group
Pennsylvania
$30.8M +$12.2M +1,060,682 +66%
Canada Life
42
Canada Life
Manitoba, Canada
$29.8M -$1.55M -135,328 -5%
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$28.9M -$3.03M -263,488 -9%
Franklin Resources
44
Franklin Resources
California
$28.1M -$15.6M -1,280,662 -36%
BBVA
45
Banco Bilbao Vizcaya Argentaria
Spain
$25.8M +$25.8M +2,238,922 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$24.8M +$2.65M +230,451 +12%
BPC
47
Banque Pictet & Cie
Switzerland
$24M +$3.44M +298,669 +17%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.2M -$1.24M -107,793 -6%
AG
49
Aperio Group
California
$21M +$3.84M +332,923 +22%
Aristotle Capital Management
50
Aristotle Capital Management
California
$20.5M +$754K +65,355 +4%
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