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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
26
Banque Cantonale Vaudoise
Switzerland
$115M +$8.12M +504,903 +8%
Fidelity International
27
Fidelity International
Bermuda
$112M -$4.02M -249,395 -3%
Ameriprise
28
Ameriprise
Minnesota
$97.7M -$24.8M -1,508,416 -20%
Invesco
29
Invesco
Georgia
$94.8M -$2.97M -183,211 -3%
Korea Investment Corp
30
Korea Investment Corp
South Korea
$90.3M +$5.25M +326,634 +6%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$86.8M +$33M +2,050,380 +61%
Aviva
32
Aviva
United Kingdom
$83M +$14.9M +926,708 +22%
Pzena Investment Management
33
Pzena Investment Management
New York
$82.5M -$23.9M -1,474,186 -22%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M +$53.8M +3,346,105 +205%
Royal London Asset Management
35
Royal London Asset Management
United Kingdom
$70.6M +$45.9M +2,827,392 +185%
TIM
36
Thornburg Investment Management
New Mexico
$68.9M -$61.2M -3,794,800 -47%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$68.1M +$2.68M +166,152 +4%
AIM
38
ARGA Investment Management
Connecticut
$63.9M -$72.8M -4,516,858 -53%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$55.9M +$126K +7,795 +0.2%
Capital International Investors
40
Capital International Investors
California
$54.5M -$96.8M -6,003,709 -64%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$52.3M +$3.9M +240,716 +8%
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$51.7M -$3.28M -203,955 -6%
Canada Life
43
Canada Life
Manitoba, Canada
$48.7M -$733K -45,576 -1%
BlackRock
44
BlackRock
New York
$42.7M +$2.67M +164,875 +7%
EAM
45
Exane Asset Management
France
$37.8M -$16.2M -1,002,935 -30%
TAM
46
Todd Asset Management
Kentucky
$37.2M +$127K +7,804 +0.3%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$36.8M -$1.65M -102,420 -4%
ZIG
48
Zurich Insurance Group
Switzerland
$35.2M +$10.4M +646,974 +42%
Northern Trust
49
Northern Trust
Illinois
$33.8M +$573K +35,333 +2%
Citigroup
50
Citigroup
New York
$33.6M -$15.6M -970,962 -32%
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