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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$234M +$4.1M +132,829 +2%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$223M -$1.61M -51,664 -0.7%
Royal London Asset Management
28
Royal London Asset Management
United Kingdom
$211M -$236K -7,650 -0.1%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$203M -$7.25M -233,794 -3%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$195M +$96.4M +3,107,761 +97%
BCV
31
Banque Cantonale Vaudoise
Switzerland
$188M +$871K +28,076 +0.5%
AIM
32
ARGA Investment Management
Connecticut
$185M -$7.28M -234,677 -4%
Allianz Asset Management
33
Allianz Asset Management
Germany
$182M -$10.5M -337,148 -5%
MGIM
34
M&G Investment Management
United Kingdom
$173M -$24.8M -801,709 -13%
Fidelity International
35
Fidelity International
Bermuda
$152M -$57.8M -1,863,600 -28%
CCM
36
Causeway Capital Management
California
$149M -$130M -4,188,922 -47%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$146M +$6.96M +224,454 +5%
DekaBank Deutsche Girozentrale
38
DekaBank Deutsche Girozentrale
Germany
$145M -$8.89M -286,962 -6%
WCM Investment Management
39
WCM Investment Management
California
$144M +$141M +4,568,457 +6,797%
Aviva
40
Aviva
United Kingdom
$137M -$396K -12,742 -0.3%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$137M +$11M +356,742 +9%
Korea Investment Corp
42
Korea Investment Corp
South Korea
$122M +$6.84M +220,570 +6%
BlackRock
43
BlackRock
New York
$110M -$3.72M -120,435 -3%
Northern Trust
44
Northern Trust
Illinois
$108M +$48.6M +1,574,049 +83%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$106M +$23.4M +755,403 +28%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$102M +$46.9M +1,510,259 +85%
Ameriprise
47
Ameriprise
Minnesota
$84.2M +$72K +2,324 +0.1%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$79.8M +$4.83M +155,765 +6%
PCM
49
Patient Capital Management
Maryland
$75.7M -$979K -31,675 -1%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$75.1M +$62M +1,987,508 +470%