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UBS Group
UBS

Overview Fund Activity

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.6B
2
Norges Bank
2
Norges Bank
Norway
$2.66B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$443M
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$404M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$686M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$298M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$166M
3
UBS Group
3
UBS Group
Switzerland
$2.25B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.09B
5
CBT
5
Capital Bank & Trust
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$120M -$4.11M -257,951 -3%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$112M +$17.8M +1,105,553 +19%
Pzena Investment Management
28
Pzena Investment Management
New York
$106M +$1.83M +114,718 +2%
AIM
29
ARGA Investment Management
Connecticut
$96.4M +$652K +40,520 +0.7%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$91.4M -$875K -54,908 -0.9%
Invesco
31
Invesco
Georgia
$87M -$1.48M -92,815 -2%
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$72.4M -$24.1M -1,510,689 -25%
PPA
33
Parametric Portfolio Associates
Washington
$72.3M +$5.09M +319,370 +8%
Wells Fargo
34
Wells Fargo
California
$70.1M +$4.46M +280,058 +7%
EAM
35
Exane Asset Management
France
$65.8M +$21.9M +1,360,934 +50%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$60.4M +$1.44M +90,458 +2%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$54.7M -$875K -54,450 -2%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$53.9M +$12M +745,400 +29%
Korea Investment Corp
39
Korea Investment Corp
South Korea
$52.8M -$4.36M -271,391 -8%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$52.6M -$27.1M -1,808,059 -34%
Citigroup
41
Citigroup
New York
$51M -$3.16M -196,735 -6%
Canada Life
42
Canada Life
Manitoba, Canada
$50.4M +$924K +57,071 +2%
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$50.3M +$1.74M +107,954 +4%
Morgan Stanley
44
Morgan Stanley
New York
$48.4M -$936K -58,739 -2%
CCMG
45
Clark Capital Management Group
Pennsylvania
$47.9M +$11.7M +734,237 +32%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$45M +$2.38M +149,290 +6%
Aviva
47
Aviva
United Kingdom
$43.6M -$1.56M -96,869 -3%
CGPCS
48
Capital Group Private Client Services
California
$43.4M +$43.4M +2,694,394 New
BIP
49
Brandes Investment Partners
California
$37.9M +$535K +33,560 +1%
ZIG
50
Zurich Insurance Group
Switzerland
$36.5M +$16.1M +999,513 +79%
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