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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.63B
2
Legal & General Group
2
Legal & General Group
United Kingdom
$823M
3
UBS Group
3
UBS Group
Switzerland
$4.63B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$524M
5
Deutsche Bank
5
Deutsche Bank
Germany
$624M
Name Market Value Shares Shares
Change 		Shares
Change %
CLOS
51
Compagnie Lombard Odier SCmA
Switzerland
$72.9M 2,474,995 +361,876 +17%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$64.5M 2,184,024 -260,110 -11%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$63.9M 2,173,977 +1,377,271 +173%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$63.8M 2,149,849 -7,683,787 -78%
Invesco
55
Invesco
Georgia
$60.6M 2,052,602 +252,635 +14%
PCM
56
Patient Capital Management
Maryland
$59.9M 2,028,937 -310,963 -13%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$59.7M 2,029,403 -1,218,086 -38%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$54.4M 1,848,918 -433,275 -19%
Canada Life
59
Canada Life
Manitoba, Canada
$53.8M 1,825,562 -194,401 -10%
BTCPP
60
Border to Coast Pensions Partnership
United Kingdom
$53.5M 1,817,211 – –
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.4M 1,813,088 +62,844 +4%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$52.2M 1,767,391 -65,936 -4%
BIP
63
Brandes Investment Partners
California
$51.2M 1,734,460 -134,417 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$46.2M 1,570,650 +1,570,650 New
Franklin Resources
65
Franklin Resources
California
$45.2M 1,539,143 -244,215 -14%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$42.9M 1,458,013 +7,755 +0.5%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.9M 1,390,667 -9,603 -0.7%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$39.3M 1,335,628 +116,412 +10%
TAM
69
Todd Asset Management
Kentucky
$30.4M 1,029,044 -116,056 -10%
RJA
70
Raymond James & Associates
Florida
$29.6M 1,002,585 +102,845 +11%
LCS
71
Levin Capital Strategies
New York
$27.3M 925,229 -83,081 -8%
American Century Companies
72
American Century Companies
Missouri
$27M 914,241 +26,660 +3%
Wells Fargo
73
Wells Fargo
California
$24.9M 841,483 +7,625 +0.9%
AllianceBernstein
74
AllianceBernstein
Tennessee
$23.2M 785,176 +62,934 +9%
Alyeska Investment Group
75
Alyeska Investment Group
Illinois
$21.9M 741,390 -558,059 -43%
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