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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.01B
2
BIP
2
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
5
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$242K
2
Dodge & Cox
2
Dodge & Cox
California
$1.29B
3
CS
3
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
5
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
26
Pzena Investment Management
New York
$84.4M -$875K -61,940 -1%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$72.2M -$3.32M -235,426 -4%
Citigroup
28
Citigroup
New York
$71.1M +$11.9M +843,233 +20%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$69.9M -$2.4M -170,055 -3%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$63.5M -$68.5M -4,854,100 -52%
Marshall Wace
31
Marshall Wace
United Kingdom
$63.4M -$52.3M -3,705,132 -45%
PPA
32
Parametric Portfolio Associates
Washington
$55.3M +$4.01M +283,728 +8%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$50.3M -$869K -61,528 -2%
Northern Trust
34
Northern Trust
Illinois
$49.4M -$747K -52,891 -1%
MWA
35
Marshall Wace Asia
Hong Kong
$49.2M +$38M +2,696,469 +340%
Ameriprise
36
Ameriprise
Minnesota
$48.5M +$43.5M +3,068,793 +865%
Aviva
37
Aviva
United Kingdom
$46.4M +$32.6M +2,310,799 +238%
SCCM
38
Schafer Cullen Capital Management
New York
$45.9M -$3.62M -256,225 -7%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$44.9M -$57.3M -4,596,795 -56%
Franklin Resources
40
Franklin Resources
California
$44.3M -$1.4M -99,573 -3%
Canada Life
41
Canada Life
Manitoba, Canada
$43M +$2.53M +179,937 +6%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$41.9M +$834K +58,996 +2%
Morgan Stanley
43
Morgan Stanley
New York
$40.3M -$2.63M -186,220 -6%
AIM
44
ARGA Investment Management
Connecticut
$38.4M +$9.85M +699,114 +34%
CCMG
45
Clark Capital Management Group
Pennsylvania
$36M -$686K -48,553 -2%
CBT
46
Capital Bank & Trust
California
$34.7M +$1.26M +89,300 +4%
CII
47
Capital International Inc
California
$32.9M +$6.32M +448,615 +24%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$31.4M +$731K +51,791 +2%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$31.3M -$36.3M -2,570,300 -54%
Aristotle Capital Management
50
Aristotle Capital Management
California
$30.8M +$2.03M +143,881 +7%
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