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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$247M +$3.81M +123,118 +2%
Royal London Asset Management
27
Royal London Asset Management
United Kingdom
$221M +$1.36M +43,881 +0.6%
AIM
28
ARGA Investment Management
Connecticut
$212M +$11.5M +372,258 +6%
Fidelity International
29
Fidelity International
Bermuda
$210M -$7.56M -245,381 -3%
BCV
30
Banque Cantonale Vaudoise
Switzerland
$210M -$25.9M -839,039 -11%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$185M -$117M -3,795,964 -39%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$170M -$6.45M -208,753 -4%
WCM Investment Management
33
WCM Investment Management
California
$161M -$2.54M -81,685 -2%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$161M +$7.98M +258,058 +5%
Axa
35
Axa
France
$155M +$17.3M +560,369 +13%
Citigroup
36
Citigroup
New York
$141M -$77.4M -2,506,211 -35%
MGP
37
M&G plc
United Kingdom
$139M +$4.17M +135,766 +3%
Allianz Asset Management
38
Allianz Asset Management
Germany
$135M +$7.03M +227,524 +5%
LGF
39
LGT Group Foundation
Liechtenstein
$133M +$28.4M +930,892 +27%
Aviva
40
Aviva
United Kingdom
$127M -$1.49M -48,388 -1%
BlackRock
41
BlackRock
New York
$120M +$3.01M +97,478 +3%
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$114M -$11.4M -429,255 -9%
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$109M +$32.9M +1,064,807 +43%
Northern Trust
44
Northern Trust
Illinois
$105M +$1.17M +37,933 +1%
Korea Investment Corp
45
Korea Investment Corp
South Korea
$100M -$17.8M -576,750 -15%
Ameriprise
46
Ameriprise
Minnesota
$91.5M +$4.14M +133,833 +5%
LIP
47
Liontrust Investment Partners
United Kingdom
$74.7M – – –
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$69.4M +$69.4M +2,247,230 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$66.8M -$721K -23,320 -1%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66M +$9.99M +323,310 +18%
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