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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$63.8M +$1.16M +37,446 +2%
PCM
52
Patient Capital Management
Maryland
$62.5M -$214K -6,918 -0.3%
Invesco
53
Invesco
Georgia
$62M -$1.49M -48,363 -2%
JAM
54
Jupiter Asset Management
United Kingdom
$60.8M +$39.4M +1,276,832 +185%
Canada Life
55
Canada Life
Manitoba, Canada
$59.4M +$2.98M +96,563 +5%
AP
56
Antipodes Partners
Australia
$57.6M +$57.6M +1,864,442 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$56.4M -$10.4M -334,123 -16%
BTCPP
58
Border to Coast Pensions Partnership
United Kingdom
$56M – – –
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$54.4M -$2.64M -85,688 -5%
JSSH
60
J. Safra Sarasin Holding
$54.2M +$31.4M +1,015,595 +138%
Caisse de Depot et Placement du Quebec (CDPQ)
61
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$54.1M +$5.6M +181,219 +12%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$52.7M -$1.93M -62,525 -4%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$50.9M -$16.1M -522,891 -24%
BIP
64
Brandes Investment Partners
California
$50.1M -$3.46M -112,029 -6%
AAB
65
ABN AMRO Bank
Netherlands
$45.3M +$44.4M +1,448,466 +5,118%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$44.4M -$671K -21,725 -1%
Franklin Resources
67
Franklin Resources
California
$43.9M -$6.81M -206,517 -13%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.7M +$587K +18,918 +1%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$37.4M -$4.19M -134,506 -10%
Credit Agricole
70
Credit Agricole
France
$36.7M +$16M +516,934 +77%
American Century Companies
71
American Century Companies
Missouri
$32.6M +$4.3M +139,055 +15%
Renaissance Technologies
72
Renaissance Technologies
New York
$31.6M +$12.7M +409,300 +67%
EAM
73
Exane Asset Management
France
$31.4M +$24.5M +795,132 +354%
RJA
74
Raymond James & Associates
Florida
$31.4M +$383K +12,380 +1%
Optiver Holding
75
Optiver Holding
Netherlands
$31.4M -$44.9M -1,452,583 -59%
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