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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.64B
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$311M
3
Goldman Sachs
3
Goldman Sachs
New York
$471M
4
GQG Partners
4
GQG Partners
Florida
$118M
5
CS
5
Credit Suisse
Switzerland
$1.3B

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.73B
2
Franklin Resources
2
Franklin Resources
California
$183M
3
Invesco
3
Invesco
Georgia
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$164M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$25.6M +$3.59M +285,711 +16%
O
52
Ossiam
France
$25.2M -$10.1M -799,990 -29%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.7M -$978K -77,452 -4%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$23.7M -$4.02M -318,320 -15%
ACI
55
AMP Capital Investors
Australia
$22.9M -$2.34M -185,663 -9%
BPC
56
Banque Pictet & Cie
Switzerland
$19.7M +$19.7M +1,558,923 New
RJA
57
Raymond James & Associates
Florida
$19.6M -$4.05M -320,853 -17%
DZ Bank
58
DZ Bank
Germany
$19.1M +$349K +27,670 +2%
Calamos Advisors
59
Calamos Advisors
Illinois
$18.5M -$6.45M -513,000 -26%
OAMG
60
Odey Asset Management Group
United Kingdom
$18.2M +$18.2M +1,447,984 New
Axa
61
Axa
France
$17.5M +$5.15M +409,717 +42%
Capital International Investors
62
Capital International Investors
California
$17M – – –
TAM
63
Tocqueville Asset Management
New York
$16.5M +$9.38M +745,800 +132%
AG
64
Aperio Group
California
$16.3M +$2.11M +167,749 +15%
Aristotle Capital Management
65
Aristotle Capital Management
California
$16.2M +$501K +39,818 +3%
EDRH
66
Edmond de Rothschild Holding
Switzerland
$16M +$1.29M +102,121 +9%
ZIG
67
Zurich Insurance Group
Switzerland
$15.2M +$1.18M +93,676 +8%
GH
68
GAM Holding
Switzerland
$14.7M -$9.26M -732,571 -39%
AllianceBernstein
69
AllianceBernstein
Tennessee
$14.1M -$30.1K -2,396 -0.2%
Aviva
70
Aviva
United Kingdom
$12.1M -$658K -52,095 -5%
JCM
71
Janney Capital Management
Pennsylvania
$11.8M -$1.66M -132,343 -12%
TAM
72
Todd Asset Management
Kentucky
$11.1M -$51.2K -4,066 -0.5%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$10.1M -$59K -4,681 -0.6%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$8.71M +$540K +42,952 +7%
TIM
75
Thornburg Investment Management
New Mexico
$8.47M -$2.43M -193,232 -22%
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