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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$829M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.2B
4
Norges Bank
4
Norges Bank
Norway
$4.4B
5
Amundi
5
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.38B
2
CS
2
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
4
Deutsche Bank
Germany
$416M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$167M +$62.8M +2,532,066 +60%
Citigroup
27
Citigroup
New York
$163M -$59.7M -2,407,508 -27%
MGIM
28
M&G Investment Management
United Kingdom
$160M +$6.31M +250,947 +4%
AIM
29
ARGA Investment Management
Connecticut
$154M +$44M +1,775,715 +40%
Allianz Asset Management
30
Allianz Asset Management
Germany
$154M -$10.1M -407,583 -6%
Pzena Investment Management
31
Pzena Investment Management
New York
$151M -$575K -23,346 -0.4%
BCV
32
Banque Cantonale Vaudoise
Switzerland
$150M -$2.8M -112,934 -2%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$148M +$148M +5,991,557 New
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$124M -$5.2M -208,218 -4%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$111M +$93.9M +3,787,579 +544%
Aviva
36
Aviva
United Kingdom
$110M +$11.1M +446,492 +11%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$101M +$6.55M +265,660 +7%
Korea Investment Corp
38
Korea Investment Corp
South Korea
$92.5M -$4.65M -187,427 -5%
BlackRock
39
BlackRock
New York
$91M -$3.34M -135,490 -4%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$79.1M +$29.4M +1,185,408 +59%
Ameriprise
41
Ameriprise
Minnesota
$67.5M +$4.21M +169,365 +7%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$65.7M +$960K +38,729 +1%
PCM
43
Patient Capital Management
Maryland
$61.2M -$139K -5,653 -0.2%
CLOS
44
Compagnie Lombard Odier SCmA
Switzerland
$57.9M +$6.46M +260,593 +13%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$57.7M -$4.28M -179,325 -7%
Axa
46
Axa
France
$56.3M -$27.9M -1,131,883 -33%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$54.5M -$692K -28,056 -1%
DFO
48
Duquesne Family Office
New York
$54.1M +$35.3M +1,423,945 +187%
Canada Life
49
Canada Life
Manitoba, Canada
$53.1M -$11.8M -475,914 -18%
Northern Trust
50
Northern Trust
Illinois
$47M -$23.6K -958 -0.1%
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