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UBS Group

376 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 44

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more capital invested

Capital invested by funds: $24.7B → $26.5B (+$1.81B)

2% more funds holding

Funds holding: 367376 (+9)

0.7% more ownership

Funds ownership: 39.31%40.01% (+0.7%)

16% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 142

36% less call options, than puts

Call options by funds: $501M | Put options by funds: $782M

Holders
376
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
56
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$46.4M -$20M -1,058,050 -31%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$46.3M -$762K -40,265 -2%
TAM
53
Todd Asset Management
Kentucky
$44.6M +$1.89M +99,726 +5%
N
54
Nuveen
North Carolina
$41.4M +$29.6M +1,565,545 +244%
BIP
55
Brandes Investment Partners
California
$40.8M -$3.99M -210,718 -9%
Northern Trust
56
Northern Trust
Illinois
$40M -$4.28M -226,454 -10%
UIM
57
USS Investment Management
United Kingdom
$39.5M -$890K -47,038 -2%
AllianceBernstein
58
AllianceBernstein
Tennessee
$37.9M -$3.33M -175,925 -8%
JAM
59
Jupiter Asset Management
United Kingdom
$37.4M +$32.7M +1,728,922 +1,023%
Franklin Resources
60
Franklin Resources
California
$37.2M +$3.47M +183,478 +11%
BPC
61
Banque Pictet & Cie
Switzerland
$37M -$2.2M -116,527 -6%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.4M -$61.3K -3,242 -0.2%
CGPCS
63
Capital Group Private Client Services
California
$34.1M -$17.5M -922,740 -35%
Credit Agricole
64
Credit Agricole
France
$34.1M +$2.26M +119,364 +7%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$33.9M +$1.83M +96,720 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.1M +$30.3M +1,601,294 +5,667%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.4M -$1.1M -57,916 -4%
ZIG
68
Zurich Insurance Group
Switzerland
$30.2M +$6.57M +347,547 +29%
BTCPP
69
Border to Coast Pensions Partnership
United Kingdom
$30.2M
Royal London Asset Management
70
Royal London Asset Management
United Kingdom
$29.9M +$1.21M +64,055 +4%
RJA
71
Raymond James & Associates
Florida
$28.9M -$521K -27,542 -2%
CCMG
72
Clark Capital Management Group
Pennsylvania
$28.8M -$31.6M -1,670,247 -53%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$28.1M +$13.5M +714,192 +100%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$27.8M -$2.09M -110,625 -7%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$25.2M +$9.75M +515,460 +67%

UBS Hedge Fund Activity: Q1 2022 in Review

376 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2022, worth a combined $26.5B — up 7.3% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UBS positions and 44 closed out — a net gain of 12 holders — while 119 added to existing stakes and 142 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $778M. The largest seller was UBS Group, cutting an estimated $683M.

  • 376 institutional investors held UBS Group (UBS) as of Q1 2022, up from 367 in Q4 2021.
  • Funds reported $26.5B of UBS Group stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 56 funds opened new UBS Group positions in Q1 2022 and 44 closed out, a net change of +12 holders.
  • The largest UBS Group buyer in Q1 2022 was Dodge & Cox, an estimated $778M added.
  • The largest UBS Group seller in Q1 2022 was UBS Group, an estimated $683M sold.

Based on aggregated 13F filings for Q1 2022.