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UBS Group
UBS

Overview Fund Activity

300 hedge funds and large institutions have $11.5B invested in UBS Group in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 50 closing their positions.

Holders
300
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
55
Increased
106
Reduced
93
Closed
50
Calls
$254M
Puts
$433M
Net Calls
-$179M
Net Calls Change
-$34.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.5B
2
Norges Bank
2
Norges Bank
Norway
$1.41B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.02B
4
Deutsche Bank
4
Deutsche Bank
Germany
$238M
5
DZ Bank
5
DZ Bank
Germany
$43.8M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$12.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$184M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$5.83M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aristotle Capital Management
51
Aristotle Capital Management
California
$15.9M +$3.91M +421,904 +33%
Wells Fargo
52
Wells Fargo
California
$15.6M -$18.5M -1,994,040 -54%
RJA
53
Raymond James & Associates
Florida
$15M +$354K +37,639 +2%
CCMG
54
Clark Capital Management Group
Pennsylvania
$14.9M +$9.47M +1,022,845 +174%
ACI
55
AMP Capital Investors
Australia
$14.9M -$2.11M -225,176 -12%
Marshall Wace
56
Marshall Wace
United Kingdom
$14.8M +$14.8M +1,578,381 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$14.7M +$14.7M +1,650,061 New
Jane Street
58
Jane Street
New York
$13.9M +$11.2M +1,189,628 +420%
AG
59
Aperio Group
California
$13.8M +$1.74M +188,392 +15%
Fisher Asset Management
60
Fisher Asset Management
Washington
$12.8M -$473M -51,059,052 -97%
Capital International Investors
61
Capital International Investors
California
$12.6M – – –
EAM
62
Exane Asset Management
France
$11.1M +$11.1M +1,189,591 New
OAMG
63
Odey Asset Management Group
United Kingdom
$11M -$2.45M -264,390 -18%
EDRH
64
Edmond de Rothschild Holding
Switzerland
$10.7M -$1.12M -119,972 -10%
AllianceBernstein
65
AllianceBernstein
Tennessee
$10.4M +$58.4K +6,304 +0.6%
ZIG
66
Zurich Insurance Group
Switzerland
$9.99M -$1.35M -143,305 -12%
O
67
Ossiam
France
$9.16M -$9.54M -1,020,000 -51%
Aviva
68
Aviva
United Kingdom
$8.91M -$46.7K -4,973 -0.5%
TAM
69
Tocqueville Asset Management
New York
$8.65M -$3.48M -376,280 -29%
AIM
70
Achmea Investment Management
Netherlands
$8.34M +$8.34M +891,624 New
TAM
71
Todd Asset Management
Kentucky
$8.24M +$81.6K +8,807 +1%
JCM
72
Janney Capital Management
Pennsylvania
$8.08M -$605K -65,277 -7%
OTPPB
73
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.71M -$17.4M -1,849,186 -69%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$7.65M +$111K +11,789 +1%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$6.48M +$64.8K +6,994 +1%
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