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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

Holders
375
Holders Change
+8
Holders Change %
+2.18%
% 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
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.84B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.3B
2
Barclays
2
Barclays
United Kingdom
$0
3
Capital International Investors
3
Capital International Investors
California
$183M
4
Goldman Sachs
4
Goldman Sachs
New York
$541M
5
DZ Bank
5
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$46.4M -$20.7M -1,058,050 -31%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$46.3M -$794K -40,265 -2%
TAM
53
Todd Asset Management
Kentucky
$44.6M +$1.95M +99,726 +5%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$41.4M +$29.4M +1,565,545 +244%
BIP
55
Brandes Investment Partners
California
$40.8M -$4.12M -210,718 -9%
Northern Trust
56
Northern Trust
Illinois
$40M -$4.42M -226,454 -10%
UIM
57
USS Investment Management
United Kingdom
$39.5M -$925K -47,038 -2%
AllianceBernstein
58
AllianceBernstein
Tennessee
$37.9M -$3.44M -175,925 -8%
JAM
59
Jupiter Asset Management
United Kingdom
$37.4M +$34.1M +1,728,922 +1,023%
Franklin Resources
60
Franklin Resources
California
$37.2M +$3.59M +183,478 +11%
BPC
61
Banque Pictet & Cie
Switzerland
$37M -$2.3M -116,527 -6%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.4M -$63.9K -3,242 -0.2%
CGPCS
63
Capital Group Private Client Services
California
$34.1M -$18.1M -922,740 -35%
Credit Agricole
64
Credit Agricole
France
$34.1M +$2.33M +119,364 +7%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$33.9M +$1.89M +96,720 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.1M +$31.6M +1,601,294 +5,667%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.4M -$1.14M -57,916 -4%
ZIG
68
Zurich Insurance Group
Switzerland
$30.2M +$6.85M +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 +$1.25M +64,055 +4%
RJA
71
Raymond James & Associates
Florida
$28.9M -$538K -27,542 -2%
CCMG
72
Clark Capital Management Group
Pennsylvania
$28.8M -$32.6M -1,670,247 -53%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$28.1M +$14.1M +714,192 +100%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$27.8M -$2.16M -110,625 -7%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$25.2M +$10.1M +515,460 +67%
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