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UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$311M
2
UBS Group
2
UBS Group
Switzerland
$2.22B
3
Invesco
3
Invesco
Georgia
$85.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$427M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$321M

Top Sellers

1
BIP
1
Brandes Investment Partners
California
$35.9M
2
CS
2
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
3
Goldman Sachs
New York
$435M
4
GQG Partners
4
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
26
Axa
France
$112M +$5.41M +352,728 +5%
Pzena Investment Management
27
Pzena Investment Management
New York
$99.9M +$4.21M +274,382 +4%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$92.9M -$3.03M -197,601 -3%
AIM
29
ARGA Investment Management
Connecticut
$91.1M +$5.91M +385,990 +7%
BCV
30
Banque Cantonale Vaudoise
Switzerland
$90.2M +$7.98M +520,675 +10%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$88.3M +$1.84M +120,846 +2%
Invesco
32
Invesco
Georgia
$85.1M +$85.1M +5,549,580 New
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$75.2M +$18.3M +1,295,104 +32%
PPA
34
Parametric Portfolio Associates
Washington
$64.7M +$3.2M +208,537 +5%
Wells Fargo
35
Wells Fargo
California
$63.2M +$14.6M +949,963 +30%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$56.8M -$1.12M -73,076 -2%
Korea Investment Corp
37
Korea Investment Corp
South Korea
$54.5M +$219K +14,317 +0.4%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$53M -$13.6M -889,278 -20%
Citigroup
39
Citigroup
New York
$51.6M -$7.52M -491,183 -13%
Morgan Stanley
40
Morgan Stanley
New York
$47.5M +$3.22M +209,870 +7%
Canada Life
41
Canada Life
Manitoba, Canada
$46.8M -$1.31M -85,414 -3%
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$46.3M -$1.02M -66,809 -2%
Northern Trust
43
Northern Trust
Illinois
$45.4M -$9.95M -648,965 -18%
Aviva
44
Aviva
United Kingdom
$43.1M -$3.31M -215,626 -7%
EAM
45
Exane Asset Management
France
$41.9M +$24.7M +1,613,005 +144%
CBT
46
Capital Bank & Trust
California
$41.2M +$1.13M +73,891 +3%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$41M -$4.15M -270,459 -9%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$39.9M -$10.6M -692,417 -21%
AllianceBernstein
49
AllianceBernstein
Tennessee
$37.7M +$5.7M +371,345 +18%
BPC
50
Banque Pictet & Cie
Switzerland
$36.6M +$5.65M +368,544 +18%
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