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UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
51
Brandes Investment Partners
California
$27.7M -$1.35M -93,006 -5%
ZIG
52
Zurich Insurance Group
Switzerland
$27.1M -$5.08M -344,548 -16%
BTCPP
53
Border to Coast Pensions Partnership
United Kingdom
$25.4M – – –
Two Sigma Advisers
54
Two Sigma Advisers
New York
$24M +$100K +6,900 +0.4%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$24M +$7.34M +505,812 +44%
CLOS
56
Compagnie Lombard Odier SCmA
Switzerland
$23.5M -$23.8M -1,621,151 -50%
CCMG
57
Clark Capital Management Group
Pennsylvania
$23.1M +$727K +50,071 +3%
JAM
58
Jupiter Asset Management
United Kingdom
$22.8M +$923K +62,760 +4%
Citigroup
59
Citigroup
New York
$22.3M -$8.49M -577,489 -28%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.6M +$221K +14,864 +1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$20.3M -$30K -2,068 -0.1%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$19.7M +$19.7M +1,358,850 New
RJA
63
Raymond James & Associates
Florida
$19.6M -$1.27M -87,680 -6%
BDCM
64
Black Diamond Capital Management
Connecticut
$18.4M +$6.62M +456,000 +56%
Wells Fargo
65
Wells Fargo
California
$18.3M -$1.02M -70,102 -5%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$18M +$18M +1,225,457 New
Franklin Resources
67
Franklin Resources
California
$17.8M -$754K -51,961 -4%
EDRH
68
Edmond de Rothschild Holding
Switzerland
$16M -$278K -18,839 -2%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$12.2M +$97.9K +6,676 +0.8%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$11.9M -$427K -29,172 -3%
AllianceBernstein
71
AllianceBernstein
Tennessee
$11.8M +$108K +7,443 +0.9%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$11.8M -$2.4M -161,702 -17%
UIM
73
USS Investment Management
United Kingdom
$11M -$9.58M -653,055 -46%
TAM
74
Tocqueville Asset Management
New York
$10.8M -$5.52M -380,457 -34%
PNAA
75
Pictet North America Advisors
Switzerland
$10.7M – – –
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