UBS icon

UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.01B
2
BIP
2
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
5
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$242K
2
Dodge & Cox
2
Dodge & Cox
California
$1.29B
3
CS
3
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
5
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
51
Compagnie Lombard Odier SCmA
Switzerland
$30.6M -$842K -59,681 -3%
BPC
52
Banque Pictet & Cie
Switzerland
$28.3M -$667K -47,252 -2%
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$28.2M +$28.2M +1,998,998 New
HSBC Holdings
54
HSBC Holdings
United Kingdom
$27.4M +$10.6M +748,617 +63%
AG
55
Aperio Group
California
$27.1M +$921K +65,185 +4%
Wells Fargo
56
Wells Fargo
California
$27M +$4.15M +293,397 +18%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.6M -$307K -21,736 -1%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25M -$3.93M -278,272 -14%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$24.5M +$2.49M +175,947 +11%
ACI
60
AMP Capital Investors
Australia
$20.4M -$378K -26,820 -2%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$19.7M -$1.33M -94,376 -6%
OAMG
62
Odey Asset Management Group
United Kingdom
$18.7M -$5.13M -363,324 -22%
RJA
63
Raymond James & Associates
Florida
$18.5M +$249K +17,608 +1%
Calamos Advisors
64
Calamos Advisors
Illinois
$15.8M +$11.3M +802,540 +255%
TAM
65
Todd Asset Management
Kentucky
$15.2M +$434K +30,720 +3%
TAM
66
Tocqueville Asset Management
New York
$15.2M +$7.6M +537,900 +100%
ZIG
67
Zurich Insurance Group
Switzerland
$15M +$3.49M +247,333 +30%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$14.6M +$4.53M +320,254 +45%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$14.6M +$4.17M +294,823 +40%
EDRH
70
Edmond de Rothschild Holding
Switzerland
$14.2M +$862K +60,863 +6%
EAM
71
Exane Asset Management
France
$13.8M +$6.22M +441,346 +82%
AllianceBernstein
72
AllianceBernstein
Tennessee
$13.8M -$809K -57,234 -6%
PNAA
73
Pictet North America Advisors
Switzerland
$13.1M – – –
AIM
74
Artemis Investment Management
United Kingdom
$12.1M +$1.07M +75,675 +10%
Credit Agricole
75
Credit Agricole
France
$11.5M +$3.77M +266,668 +49%
1 2
3
4 5