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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$743M
2
GQG Partners
2
GQG Partners
Florida
$114M
3
CS
3
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
3
Dodge & Cox
California
$1.38B
4
SCCM
4
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CII
51
Capital International Inc
California
$36.7M +$498K +32,158 +1%
CCMG
52
Clark Capital Management Group
Pennsylvania
$33.8M -$5.68M -365,669 -14%
TAM
53
Todd Asset Management
Kentucky
$33M +$16.2M +1,043,764 +97%
AllianceBernstein
54
AllianceBernstein
Tennessee
$32.4M +$17.2M +1,110,293 +114%
Franklin Resources
55
Franklin Resources
California
$32M -$16.8M -1,083,884 -34%
BlackRock
56
BlackRock
New York
$31.5M +$31.5M +2,029,539 +189,499%
BPC
57
Banque Pictet & Cie
Switzerland
$31.4M +$233K +14,957 +0.7%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$27.4M +$441K +28,420 +2%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.7M -$1.49M -95,830 -5%
FFM
60
Fullerton Fund Management
Singapore
$26.3M +$26.3M +1,688,531 New
Royal London Asset Management
61
Royal London Asset Management
United Kingdom
$25.6M +$25.6M +1,649,499 New
MWA
62
Marshall Wace Asia
Hong Kong
$25.6M -$28.7M -1,845,310 -53%
JAM
63
Jupiter Asset Management
United Kingdom
$24.4M +$23.1M +1,488,173 +1,794%
Marshall Wace
64
Marshall Wace
United Kingdom
$24.3M -$45.5M -2,928,999 -65%
ACI
65
AMP Capital Investors
Australia
$23.8M +$1.23M +79,348 +5%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.7M -$3.84M -247,378 -14%
RJA
67
Raymond James & Associates
Florida
$23.2M +$2.88M +185,531 +14%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$20.7M -$955K -61,439 -4%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$20M -$10.1M -648,268 -34%
AIM
70
Artemis Investment Management
United Kingdom
$18.5M +$5.13M +329,850 +38%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$18.4M +$8.4M +541,020 +84%
TAM
72
Tocqueville Asset Management
New York
$18.3M +$1.6M +102,900 +10%
Calamos Advisors
73
Calamos Advisors
Illinois
$18.1M +$786K +50,639 +5%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$18M +$1.99M +128,165 +12%
EAM
75
Exane Asset Management
France
$17.4M +$2.21M +142,254 +15%
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