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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$68.1M 2,444,134 +213,914 +10%
LIP
52
Liontrust Investment Partners
United Kingdom
$66.4M 2,394,745 +2,394,745 New
CLOS
53
Compagnie Lombard Odier SCmA
Switzerland
$65.1M 2,113,119 -8,076 -0.4%
Canada Life
54
Canada Life
Manitoba, Canada
$62.3M 2,019,963 +60,823 +3%
SIS
55
Susquehanna International Securities
Ireland
$58.8M 1,912,678 +1,023,229 +115%
BIP
56
Brandes Investment Partners
California
$57.4M 1,868,877 -78,098 -4%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$56.3M 1,833,327 -116,475 -6%
BTCPP
58
Border to Coast Pensions Partnership
United Kingdom
$55.9M 1,817,211 – –
Invesco
59
Invesco
Georgia
$55.3M 1,799,967 -174,379 -9%
Franklin Resources
60
Franklin Resources
California
$54.9M 1,783,358 +942,871 +112%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.9M 1,750,244 +133,652 +8%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$44.7M 1,450,258 -24,192 -2%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.1M 1,400,270 -71,239 -5%
Alyeska Investment Group
64
Alyeska Investment Group
Illinois
$39.9M 1,299,449 +999,449 +333%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$37.6M 1,219,216 +491,942 +68%
TAM
66
Todd Asset Management
Kentucky
$35.2M 1,145,100 -191,857 -14%
Renaissance Technologies
67
Renaissance Technologies
New York
$33.8M 1,101,791 +601,400 +120%
ZIG
68
Zurich Insurance Group
Switzerland
$33M 1,072,560 +214,337 +25%
LCS
69
Levin Capital Strategies
New York
$31M 1,008,310 -147,002 -13%
RJA
70
Raymond James & Associates
Florida
$27.6M 899,740 -8,079 -0.9%
American Century Companies
71
American Century Companies
Missouri
$27.3M 887,581 -11,321 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.8M 872,061 -124,710 -13%
Wells Fargo
73
Wells Fargo
California
$25.6M 833,858 +3,841 +0.5%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$24.5M 796,706 -1,613,340 -67%
AllianceBernstein
75
AllianceBernstein
Tennessee
$22.2M 722,242 -65,077 -8%
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