UBS icon

UBS Group
UBS

Overview Fund Activity

172 hedge funds and large institutions have $15.5B invested in UBS Group in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 27 closing their positions.

Holders
172
Holders Change
+27
Holders Change %
+18.62%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
54
Increased
58
Reduced
49
Closed
27
Calls
$1.04B
Puts
$240M
Net Calls
+$803M
Net Calls Change
+$809M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
O
2
OppenheimerFunds
New York
$578M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$486M
4
State Street
4
State Street
Massachusetts
$304M
5
Norges Bank
5
Norges Bank
Norway
$2.36B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B
2
UBS Group
2
UBS Group
Switzerland
$1.72B
3
Goldman Sachs
3
Goldman Sachs
New York
$228M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$71.1M
5
TIM
5
Thornburg Investment Management
New Mexico
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ED
51
Exane Derivatives
France
$17.8M -$14.8M -787,179 -45%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$15.4M +$1.28M +68,395 +9%
CT
53
Cambridge Trust
Massachusetts
$13.4M -$1.35M -71,774 -9%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$13.1M +$2.35M +125,324 +22%
AllianceBernstein
55
AllianceBernstein
Tennessee
$11.4M -$670K -35,680 -6%
WBC
56
Westpac Banking Corp
Australia
$11.2M +$2.77M +147,700 +33%
Aristotle Capital Management
57
Aristotle Capital Management
California
$10.8M +$10.8M +577,717 New
Natixis Advisors
58
Natixis Advisors
Massachusetts
$10.5M +$7.28M +387,789 +223%
RJA
59
Raymond James & Associates
Florida
$10.1M +$1.63M +86,510 +19%
PC
60
Polar Capital
United Kingdom
$9.91M -$815K -42,494 -8%
CAM
61
Capstone Asset Management
Texas
$9.35M +$2.5M +133,314 +37%
VRS
62
Virginia Retirement Systems
Virginia
$9.34M +$9.34M +495,382 New
VOYA Investment Management
63
VOYA Investment Management
Georgia
$8.38M -$31.4K -1,666 -0.4%
TCM
64
Tran Capital Management
California
$6.92M +$6.92M +368,450 New
Massachusetts Financial Services
65
Massachusetts Financial Services
Massachusetts
$6.05M +$324K +17,243 +6%
CPS
66
Counsel Portfolio Services
Ontario, Canada
$5.46M +$5.46M +289,900 New
WHG
67
Westwood Holdings Group
Texas
$5.32M +$5.32M +282,107 New
FM
68
Forward Management
California
$5.24M -$842K -44,846 -14%
FMT
69
First Mercantile Trust
Tennessee
$5.2M +$135K +7,203 +3%
SI
70
Sentry Investments
Ontario, Canada
$4.48M +$4.48M +244,490 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$4.41M +$3.64M +193,929 +474%
CCM
72
Crestwood Capital Management
New York
$3.9M +$3.9M +208,000 New
Comerica Bank
73
Comerica Bank
Texas
$3.89M +$3.89M +207,031 New
Stifel Financial
74
Stifel Financial
Missouri
$3.57M +$130K +6,923 +4%
VAM
75
Vontobel Asset Management
New York
$3.57M +$3.57M +190,009 New
1 2
3
4 5