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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$3.42B
2
Capital World Investors
2
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$411M
4
Bank of America
4
Bank of America
North Carolina
$346M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.31B
2
PL
2
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$134M -$45.5M -2,250,948 -25%
Pzena Investment Management
27
Pzena Investment Management
New York
$124M +$47.7M +2,352,289 +62%
BCV
28
Banque Cantonale Vaudoise
Switzerland
$124M +$998K +49,354 +0.8%
MGIM
29
M&G Investment Management
United Kingdom
$123M +$22.2M +1,104,364 +22%
Royal London Asset Management
30
Royal London Asset Management
United Kingdom
$116M +$18.6M +918,822 +19%
DekaBank Deutsche Girozentrale
31
DekaBank Deutsche Girozentrale
Germany
$104M -$53M -2,639,231 -34%
AIM
32
ARGA Investment Management
Connecticut
$89.6M +$177K +8,760 +0.2%
Fidelity International
33
Fidelity International
Bermuda
$85.5M +$20.1M +994,999 +31%
Aviva
34
Aviva
United Kingdom
$80.8M -$4.02M -198,691 -5%
Korea Investment Corp
35
Korea Investment Corp
South Korea
$79.2M -$9.97M -493,029 -11%
BlackRock
36
BlackRock
New York
$77.6M +$21.5M +1,061,179 +38%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$77.5M -$6.77M -333,773 -8%
Axa
38
Axa
France
$69.3M -$35.9M -1,770,948 -34%
TIM
39
Thornburg Investment Management
New Mexico
$57.2M -$40.5M -2,005,893 -41%
DCM
40
Discovery Capital Management
Connecticut
$56.9M +$56.9M +2,814,800 New
Canada Life
41
Canada Life
Manitoba, Canada
$53.2M -$4.17M -205,001 -7%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$53M -$15.3M -750,417 -22%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$52.8M -$4.83M -238,944 -8%
Ameriprise
44
Ameriprise
Minnesota
$51.5M +$4.55M +225,182 +10%
PCM
45
Patient Capital Management
Maryland
$50.4M +$45.9M +2,265,465 +1,017%
OAM
46
Odey Asset Management
United Kingdom
$48.1M +$48.1M +2,371,813 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$45.3M -$221K -10,918 -0.5%
CLOS
48
Compagnie Lombard Odier SCmA
Switzerland
$41.9M +$2.57M +127,177 +7%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$41.7M -$10.6M -515,234 -20%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M -$81.5M -4,027,593 -67%
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