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UBS Group
UBS

Overview Fund Activity

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.61B
2
Norges Bank
2
Norges Bank
Norway
$1.32B
3
Invesco
3
Invesco
Georgia
$464M
4
BIP
4
Brandes Investment Partners
California
$246M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$149M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$157M
3
State Street
3
State Street
Massachusetts
$0
4
AAMU
4
Amundi Asset Management US
Massachusetts
$193M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
51
Calamos Advisors
Illinois
$23.5M – – –
ACI
52
AMP Capital Investors
Australia
$23.5M +$1.4M +117,702 +6%
Flossbach Von Storch
53
Flossbach Von Storch
Germany
$23.1M -$121M -10,230,600 -84%
GH
54
GAM Holding
Switzerland
$22.6M +$91.5K +7,700 +0.4%
DZ Bank
55
DZ Bank
Germany
$22.2M +$13.9M +1,170,172 +169%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.5M +$3.28M +275,971 +18%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$20.6M -$10.2M -860,302 -33%
RJA
58
Raymond James & Associates
Florida
$20.4M -$252K -21,199 -1%
SEI Investments
59
SEI Investments
Pennsylvania
$16.7M +$15.2M +1,281,024 +998%
Capital International Investors
60
Capital International Investors
California
$16M – – –
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$14.6M +$12.5M +1,051,428 +571%
Aviva
62
Aviva
United Kingdom
$13.5M +$132K +11,099 +1%
AllianceBernstein
63
AllianceBernstein
Tennessee
$13.4M +$52.9K +4,467 +0.4%
EDRH
64
Edmond de Rothschild Holding
Switzerland
$13.4M +$1.4M +118,077 +12%
JCM
65
Janney Capital Management
Pennsylvania
$13.3M +$2.99M +252,723 +29%
ZIG
66
Zurich Insurance Group
Switzerland
$12.9M +$2.44M +205,579 +23%
TAM
67
Todd Asset Management
Kentucky
$12.2M +$15.7K +1,325 +0.1%
TIM
68
Thornburg Investment Management
New Mexico
$10.9M -$1.65M -139,166 -13%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$10.8M -$1.81M -152,650 -14%
AG
70
Aperio Group
California
$10.8M -$773K -65,248 -7%
Marshall Wace
71
Marshall Wace
United Kingdom
$10.6M +$10.6M +894,525 New
OTPPB
72
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.4M +$7.06M +594,643 +212%
BAPIM
73
British Airways Pensions Investment Management
United Kingdom
$9.44M -$2.22M -186,430 -19%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$9M +$271K +22,887 +3%
CBOA
75
Commonwealth Bank of Australia
Australia
$8.89M +$1.27M +107,064 +17%
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