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UBS Group
UBS

Overview Fund Activity

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.45B
2
Norges Bank
2
Norges Bank
Norway
$3.24B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$762M
4
CCM
4
Causeway Capital Management
California
$204M
5
CS
5
Credit Suisse
Switzerland
$2.23B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$406M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.39B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$227M
4
Goldman Sachs
4
Goldman Sachs
New York
$804M
5
Axa
5
Axa
France
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$48M -$866K -40,571 -2%
TAM
52
Todd Asset Management
Kentucky
$47.1M -$4.95M -232,061 -10%
Northern Trust
53
Northern Trust
Illinois
$41.3M +$419K +19,617 +1%
CLOS
54
Compagnie Lombard Odier SCmA
Switzerland
$41.1M +$2.69M +127,190 +7%
BPC
55
Banque Pictet & Cie
Switzerland
$41.1M +$2.35M +111,143 +6%
JAM
56
Jupiter Asset Management
United Kingdom
$38.4M +$19.1M +905,813 +99%
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$33.9M -$43.6K -2,041 -0.1%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.7M +$1.61M +76,104 +5%
BIP
59
Brandes Investment Partners
California
$33.6M +$31.1M +1,456,691 +1,240%
BDCM
60
Black Diamond Capital Management
Connecticut
$32.8M +$10.9M +510,700 +50%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.8M +$1.62M +76,612 +6%
CCMG
62
Clark Capital Management Group
Pennsylvania
$29.3M -$13.1M -614,272 -31%
TRSOTSOK
63
Teachers Retirement System of the State of Kentucky
Kentucky
$25.8M -$3.25M -152,500 -11%
MVP
64
Miller Value Partners
Florida
$25.1M +$25.1M +1,178,255 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$23.9M +$16.9M +790,216 +238%
RJA
66
Raymond James & Associates
Florida
$23M -$4.19M -196,154 -15%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$22.4M +$16.2M +3,349,230 +264%
PCOC
68
Power Corp of Canada
Canada
$22.4M -$653K -4,100 -3%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$22.3M +$22.3M +1,056,041 New
ZIG
70
Zurich Insurance Group
Switzerland
$19.8M -$12.3M -581,164 -38%
SIS
71
Susquehanna International Securities
Ireland
$19.4M +$13.6M +637,412 +233%
Wells Fargo
72
Wells Fargo
California
$19.2M -$6.13M -287,456 -24%
VSI
73
Verde Servicos Internacionais
Brazil
$18.7M +$18.7M +955,705 New
SIG
74
Senator Investment Group
New York
$18.1M +$18.1M +850,000 New
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$16.3M -$136K -6,429 -0.8%
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