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UBS Group

552 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 180 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $780M

36% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 180

3% more funds holding

Funds holding: 537552 (+15)

0.69% more ownership

Funds ownership: 43.08%43.77% (+0.69%)

2% less capital invested

Capital invested by funds: $42.3B → $41.3B (-$1.02B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
7.97%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
180
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$255M -$56.4M -1,898,654 -18%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$254M +$25.1M +843,903 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$232M +$6.36M +214,112 +3%
BCV
29
Banque Cantonale Vaudoise
Switzerland
$225M +$14.2M +476,078 +7%
Royal London Asset Management
30
Royal London Asset Management
United Kingdom
$210M -$16M -537,728 -7%
Fidelity International
31
Fidelity International
Bermuda
$208M +$24.4M +820,656 +13%
Citigroup
32
Citigroup
New York
$208M -$101M -3,393,665 -32%
AIM
33
ARGA Investment Management
Connecticut
$192M +$11.6M +389,518 +6%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$168M -$23M -772,900 -12%
WCM Investment Management
35
WCM Investment Management
California
$155M -$1.03M -34,627 -0.7%
Viking Global Investors
36
Viking Global Investors
Connecticut
$153M +$154M +5,186,506 New
SIS
37
Susquehanna International Securities
Ireland
$148M +$92.3M +3,103,747 +162%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$146M +$10M +336,813 +7%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$141M +$9.88M +332,338 +8%
Axa
40
Axa
France
$131M +$26.9M +905,612 +26%
MGP
41
M&G plc
United Kingdom
$127M -$36.3M -1,220,235 -22%
Aviva
42
Aviva
United Kingdom
$123M -$7.21M -242,681 -5%
Allianz Asset Management
43
Allianz Asset Management
Germany
$122M -$16.1M -541,409 -12%
Korea Investment Corp
44
Korea Investment Corp
South Korea
$113M -$5.07M -170,683 -4%
BlackRock
45
BlackRock
New York
$112M +$20.3M +681,292 +22%
LGF
46
LGT Group Foundation
Liechtenstein
$101M +$17.7M +594,347 +21%
Northern Trust
47
Northern Trust
Illinois
$99.6M +$755K +25,408 +0.8%
Ameriprise
48
Ameriprise
Minnesota
$83.2M +$5.48M +184,375 +7%
LIP
49
Liontrust Investment Partners
United Kingdom
$74.7M +$4.25M +142,982 +6%
Optiver Holding
50
Optiver Holding
Netherlands
$72.9M +$73.4M +2,467,461 New

UBS Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2024, worth a combined $41.3B — down 2.4% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UBS positions and 56 closed out — a net gain of 20 holders — while 216 added to existing stakes and 180 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $2.65B. The largest seller was Fidelity Investments, cutting an estimated $417M.

  • 552 institutional investors held UBS Group (UBS) as of Q2 2024, up from 537 in Q1 2024.
  • Funds reported $41.3B of UBS Group stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 76 funds opened new UBS Group positions in Q2 2024 and 56 closed out, a net change of +20 holders.
  • The largest UBS Group buyer in Q2 2024 was UBS AM, an estimated $2.65B added.
  • The largest UBS Group seller in Q2 2024 was Fidelity Investments, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.