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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.54%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$858M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.7B
3
SP
3
SIH Partners
Delaware
$215M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$1.07B
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$134M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
5
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$253M +$11.3M +371,868 +5%
CDDEC
27
Caisse Des Depots Et Consignations
France
$234M +$234M +8,423,761 New
AIM
28
ARGA Investment Management
Connecticut
$224M +$13.6M +445,876 +6%
Fidelity International
29
Fidelity International
Bermuda
$215M +$6.23M +203,769 +3%
SP
30
SIH Partners
Delaware
$215M +$215M +7,076,063 New
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$208M +$25.1M +821,524 +14%
Royal London Asset Management
32
Royal London Asset Management
United Kingdom
$205M -$11.3M -373,194 -5%
Citigroup
33
Citigroup
New York
$201M +$61.5M +2,010,965 +44%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$188M -$92.4M -3,024,527 -33%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$172M +$4.29M +140,218 +3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$162M +$106M +3,480,421 +192%
WCM Investment Management
37
WCM Investment Management
California
$159M -$258K -8,419 -0.2%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$159M +$907K +29,916 +0.6%
Axa
39
Axa
France
$154M +$2.74M +90,518 +2%
Bank Julius Baer & Co
40
Bank Julius Baer & Co
Switzerland
$134M +$115M +3,759,134 +610%
Allianz Asset Management
41
Allianz Asset Management
Germany
$130M -$4.15M -135,516 -3%
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$126M +$17.8M +581,855 +16%
MGP
43
M&G plc
United Kingdom
$125M -$12.3M -404,172 -9%
Northern Trust
44
Northern Trust
Illinois
$125M +$21.3M +701,976 +21%
Fisher Asset Management
45
Fisher Asset Management
Washington
$122M +$99M +3,264,214 +422%
BlackRock
46
BlackRock
New York
$121M +$3.77M +124,274 +3%
JSSH
47
J. Safra Sarasin Holding
$121M +$67.5M +2,204,855 +126%
Aviva
48
Aviva
United Kingdom
$121M -$5.44M -177,881 -4%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$110M +$106M +3,459,997 +2,927%
DekaBank Deutsche Girozentrale
50
DekaBank Deutsche Girozentrale
Germany
$109M – – –
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