UBS icon

UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.84B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.3B
2
Barclays
2
Barclays
United Kingdom
$0
3
Capital International Investors
3
Capital International Investors
California
$183M
4
Goldman Sachs
4
Goldman Sachs
New York
$541M
5
DZ Bank
5
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
ARGA Investment Management
Connecticut
$167M +$49.1M +2,495,171 +42%
TIM
27
Thornburg Investment Management
New Mexico
$159M -$588K -29,912 -0.4%
Ameriprise
28
Ameriprise
Minnesota
$149M -$28.4M -1,417,958 -16%
Fidelity International
29
Fidelity International
Bermuda
$142M +$50.7M +2,581,273 +56%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$135M -$3.63M -185,867 -3%
BCV
31
Banque Cantonale Vaudoise
Switzerland
$131M +$110K +5,576 +0.1%
Pzena Investment Management
32
Pzena Investment Management
New York
$128M -$865K -44,269 -0.7%
Invesco
33
Invesco
Georgia
$118M -$18.7M -954,531 -14%
Korea Investment Corp
34
Korea Investment Corp
South Korea
$104M +$24.2M +1,227,167 +30%
PPA
35
Parametric Portfolio Associates
Washington
$101M +$5.38M +275,414 +6%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$85M +$8.87M +453,906 +12%
Aviva
37
Aviva
United Kingdom
$83.2M +$27.6M +1,399,275 +50%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$81.6M +$81.6M +4,150,095 New
Neuberger Berman Group
39
Neuberger Berman Group
New York
$80M -$31.3M -1,588,948 -28%
CLOS
40
Compagnie Lombard Odier SCmA
Switzerland
$67.5M +$8.4M +425,963 +14%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$67.2M -$14.1M -721,106 -17%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$66.1M – – –
Marshall Wace
43
Marshall Wace
United Kingdom
$65.8M -$26.7M -1,356,249 -29%
EAM
44
Exane Asset Management
France
$65.8M -$20.5M -1,043,624 -24%
Morgan Stanley
45
Morgan Stanley
New York
$64.6M +$2.22M +113,559 +4%
Canada Life
46
Canada Life
Manitoba, Canada
$64M -$2.72M -130,591 -4%
Citigroup
47
Citigroup
New York
$60.4M -$5.84M -296,049 -9%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$58.3M -$735K -37,625 -1%
BlackRock
49
BlackRock
New York
$48.2M +$2.78M +142,328 +6%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$47.2M -$21.4M -1,084,984 -31%
1
2
3 4 5