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UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$311M
2
UBS Group
2
UBS Group
Switzerland
$2.22B
3
Invesco
3
Invesco
Georgia
$85.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$427M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$321M

Top Sellers

1
BIP
1
Brandes Investment Partners
California
$35.9M
2
CS
2
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
3
Goldman Sachs
New York
$435M
4
GQG Partners
4
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
51
Brandes Investment Partners
California
$35.9M -$232M -15,099,976 -87%
CCMG
52
Clark Capital Management Group
Pennsylvania
$34.9M +$1.45M +94,562 +4%
BlackRock
53
BlackRock
New York
$32.9M +$1.79M +116,892 +6%
TAM
54
Todd Asset Management
Kentucky
$32.9M +$334K +21,789 +1%
Franklin Resources
55
Franklin Resources
California
$32.2M +$523K +34,151 +2%
CII
56
Capital International Inc
California
$31.2M -$5.04M -329,287 -14%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$29.3M +$9.65M +630,845 +49%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$27.5M +$381K +24,852 +1%
FFM
59
Fullerton Fund Management
Singapore
$27.1M +$1.24M +80,623 +5%
CCM
60
Cullen Capital Management
New York
$26.6M -$19.1M -1,245,712 -42%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.4M +$99.8K +6,514 +0.4%
Royal London Asset Management
62
Royal London Asset Management
United Kingdom
$24.7M -$598K -38,973 -2%
ACI
63
AMP Capital Investors
Australia
$24.4M +$1.02M +66,407 +4%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.4M +$1.04M +68,039 +4%
BTCPP
65
Border to Coast Pensions Partnership
United Kingdom
$23.6M +$23.6M +1,532,890 New
RJA
66
Raymond James & Associates
Florida
$22.8M -$82.7K -5,400 -0.4%
PNAA
67
Pictet North America Advisors
Switzerland
$21.7M +$7.49M +488,800 +53%
O
68
Ossiam
France
$21.1M +$21.1M +1,280,993 New
ZIG
69
Zurich Insurance Group
Switzerland
$19.4M -$19.7M -1,283,862 -50%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$18.2M – – –
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$18.1M +$276K +17,964 +2%
TAM
72
Tocqueville Asset Management
New York
$18M -$68.3K -4,450 -0.4%
Calamos Advisors
73
Calamos Advisors
Illinois
$17.8M -$116K -7,530 -0.6%
ED
74
Exane Derivatives
France
$17.7M +$14.6M +976,648 +466%
EDRH
75
Edmond de Rothschild Holding
Switzerland
$16.6M +$1.82M +119,035 +12%
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