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UBS Group
UBS

Overview Fund Activity

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.45B
2
Norges Bank
2
Norges Bank
Norway
$3.24B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$762M
4
CCM
4
Causeway Capital Management
California
$204M
5
CS
5
Credit Suisse
Switzerland
$2.23B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$406M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.39B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$227M
4
Goldman Sachs
4
Goldman Sachs
New York
$804M
5
Axa
5
Axa
France
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
26
Capital World Investors
California
$130M +$130M +6,156,757 New
BCV
27
Banque Cantonale Vaudoise
Switzerland
$129M -$704K -33,326 -0.5%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$127M +$15.1M +716,625 +13%
Axa
29
Axa
France
$111M -$134M -6,268,328 -55%
MGIM
30
M&G Investment Management
United Kingdom
$104M +$25.9M +1,248,292 +33%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$102M +$14.8M +693,954 +17%
TIM
32
Thornburg Investment Management
New Mexico
$102M +$11.8M +560,000 +13%
PL
33
Perpetual Ltd
Australia
$99.6M +$99.6M +4,724,217 New
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$93.4M -$29.3M -1,389,962 -24%
AIM
35
ARGA Investment Management
Connecticut
$93.2M -$737K -34,969 -0.8%
Korea Investment Corp
36
Korea Investment Corp
South Korea
$93.1M -$16.4M -777,128 -15%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$88.7M -$7.44M -348,735 -8%
Aviva
38
Aviva
United Kingdom
$88.6M -$32.7M -1,545,946 -27%
Pzena Investment Management
39
Pzena Investment Management
New York
$80.9M -$12.1M -568,332 -13%
Citigroup
40
Citigroup
New York
$79.1M +$28.8M +1,361,825 +57%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$70.5M +$70.5M +3,347,373 New
Fidelity International
42
Fidelity International
Bermuda
$68.2M -$94.7M -4,485,845 -58%
Invesco
43
Invesco
Georgia
$65.5M -$12.8M -600,303 -16%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$63.6M +$47M +2,225,078 +283%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$60.3M +$16.7M +791,312 +38%
Canada Life
46
Canada Life
Manitoba, Canada
$59.7M +$1.93M +91,078 +3%
BlackRock
47
BlackRock
New York
$59.1M +$2.25M +105,532 +4%
OAMG
48
Odey Asset Management Group
United Kingdom
$54.8M +$54.8M +2,566,348 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$54M -$33.4M -1,578,940 -38%
Ameriprise
50
Ameriprise
Minnesota
$49.6M +$285K +13,360 +0.6%
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