UBS icon

UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$103M -$478K -32,952 -0.5%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$97.6M -$7.37M -501,473 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$97.4M +$24.3M +1,650,265 +33%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$85.5M +$6.06M +412,243 +8%
Korea Investment Corp
30
Korea Investment Corp
South Korea
$85.2M +$2.67M +181,597 +3%
Aviva
31
Aviva
United Kingdom
$77.7M +$1.93M +131,272 +3%
Pzena Investment Management
32
Pzena Investment Management
New York
$71.6M -$2.27M -156,614 -3%
Invesco
33
Invesco
Georgia
$67.1M -$17.7M -1,220,010 -21%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$65.3M +$31.6M +2,147,710 +94%
TIM
35
Thornburg Investment Management
New Mexico
$62.7M – – –
Royal London Asset Management
36
Royal London Asset Management
United Kingdom
$60.3M -$2.75M -189,873 -4%
AIM
37
ARGA Investment Management
Connecticut
$59.8M +$1.66M +112,826 +3%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$55.2M +$8.37M +576,716 +18%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$53.4M -$8.79M -598,532 -14%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$48.8M -$1.73M -118,160 -3%
Capital International Investors
41
Capital International Investors
California
$48.7M -$108K -7,490 -0.2%
BPC
42
Banque Pictet & Cie
Switzerland
$42.8M +$12.7M +863,073 +42%
Canada Life
43
Canada Life
Manitoba, Canada
$40.9M -$3.54M -240,847 -8%
BlackRock
44
BlackRock
New York
$38.6M +$400K +27,582 +1%
EAM
45
Exane Asset Management
France
$37.8M – – –
Ameriprise
46
Ameriprise
Minnesota
$37.4M -$49M -3,363,431 -57%
TAM
47
Todd Asset Management
Kentucky
$35.3M +$2M +137,557 +6%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$33.7M +$5.84M +402,218 +21%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30.6M +$4.86M +330,211 +19%
Northern Trust
50
Northern Trust
Illinois
$29.6M -$664K -45,759 -2%
1
2
3 4 5