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UBS Group
UBS

Overview Fund Activity

550 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, 178 reducing their positions, and 56 closing their positions.

Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
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
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.63B
2
Legal & General Group
2
Legal & General Group
United Kingdom
$823M
3
UBS Group
3
UBS Group
Switzerland
$4.63B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$524M
5
Deutsche Bank
5
Deutsche Bank
Germany
$624M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$255M 8,630,696 -1,898,654 -18%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$254M 8,630,819 +843,903 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$232M 7,864,798 +214,112 +3%
BCV
29
Banque Cantonale Vaudoise
Switzerland
$225M 7,631,688 +476,078 +7%
Royal London Asset Management
30
Royal London Asset Management
United Kingdom
$210M 7,105,268 -537,728 -7%
Fidelity International
31
Fidelity International
Bermuda
$208M 7,081,061 +820,656 +13%
Citigroup
32
Citigroup
New York
$208M 7,060,099 -3,393,665 -32%
AIM
33
ARGA Investment Management
Connecticut
$192M 6,519,904 +389,518 +6%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$168M 5,696,198 -772,900 -12%
WCM Investment Management
35
WCM Investment Management
California
$155M 5,275,437 -34,627 -0.7%
Viking Global Investors
36
Viking Global Investors
Connecticut
$153M 5,186,506 +5,186,506 New
SIS
37
Susquehanna International Securities
Ireland
$148M 5,016,425 +3,103,747 +162%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$146M 4,949,855 +336,813 +7%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$141M 4,698,760 +332,338 +8%
Axa
40
Axa
France
$131M 4,441,397 +905,612 +26%
MGP
41
M&G plc
United Kingdom
$127M 4,372,181 -1,220,235 -22%
Aviva
42
Aviva
United Kingdom
$123M 4,181,176 -242,681 -5%
Allianz Asset Management
43
Allianz Asset Management
Germany
$122M 4,145,372 -541,409 -12%
Korea Investment Corp
44
Korea Investment Corp
South Korea
$113M 3,826,322 -170,683 -4%
BlackRock
45
BlackRock
New York
$112M 3,780,238 +681,292 +22%
LGF
46
LGT Group Foundation
Liechtenstein
$101M 3,429,731 +594,347 +21%
Northern Trust
47
Northern Trust
Illinois
$99.6M 3,370,203 +25,408 +0.8%
Ameriprise
48
Ameriprise
Minnesota
$83.2M 2,828,923 +184,375 +7%
LIP
49
Liontrust Investment Partners
United Kingdom
$74.7M 2,537,727 +142,982 +6%
Optiver Holding
50
Optiver Holding
Netherlands
$72.9M 2,467,461 +2,467,461 New
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