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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$841M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
5
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.18B
2
CS
2
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$129M -$3.02M -162,472 -2%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$114M -$9.47M -509,396 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$108M -$15.1M -812,996 -12%
Aviva
29
Aviva
United Kingdom
$107M +$8.51M +456,940 +9%
Marshall Wace
30
Marshall Wace
United Kingdom
$103M +$98.3M +5,286,562 +2,242%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$98.8M -$9.26M -498,096 -9%
Korea Investment Corp
32
Korea Investment Corp
South Korea
$96.4M -$11.4M -610,490 -11%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$84.1M +$13.1M +701,804 +18%
AIM
34
ARGA Investment Management
Connecticut
$82.9M +$7.06M +379,425 +9%
Pzena Investment Management
35
Pzena Investment Management
New York
$81.3M -$10.7M -574,420 -12%
TIM
36
Thornburg Investment Management
New Mexico
$79.6M – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$77.7M +$34.7M +1,846,204 +81%
Royal London Asset Management
38
Royal London Asset Management
United Kingdom
$76.4M -$1.32M -70,490 -2%
MGIM
39
M&G Investment Management
United Kingdom
$69.5M -$14.4M -782,691 -17%
Invesco
40
Invesco
Georgia
$68.5M -$17.8M -951,995 -21%
Capital International Investors
41
Capital International Investors
California
$62.3M -$509K -27,325 -0.8%
AAM
42
Abeille Asset Management
France
$55.8M – – –
Neuberger Berman Group
43
Neuberger Berman Group
New York
$52M -$15.7M -841,309 -23%
Canada Life
44
Canada Life
Manitoba, Canada
$51.1M -$1.03M -54,882 -2%
BlackRock
45
BlackRock
New York
$49.7M +$88.2K +4,725 +0.2%
TAM
46
Todd Asset Management
Kentucky
$45.5M +$141K +7,571 +0.3%
Citigroup
47
Citigroup
New York
$44.3M +$16.2M +870,691 +58%
Ameriprise
48
Ameriprise
Minnesota
$43.2M -$4.85M -258,872 -10%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$42.7M -$628K -33,637 -1%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$38.3M -$44.2M -2,378,200 -54%
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