UBS icon

UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.54%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$858M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.7B
3
SP
3
SIH Partners
Delaware
$215M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$1.07B
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$134M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
5
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGF
51
LGT Group Foundation
Liechtenstein
$92.7M -$40.5M -1,326,268 -30%
Ameriprise
52
Ameriprise
Minnesota
$91.6M +$1.72M +56,614 +2%
Korea Investment Corp
53
Korea Investment Corp
South Korea
$80.7M -$18.8M -613,635 -19%
LIP
54
Liontrust Investment Partners
United Kingdom
$80M +$2.38M +77,723 +3%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$77.4M +$12.1M +394,026 +18%
AP
56
Antipodes Partners
Australia
$75M +$17.9M +585,319 +31%
Invesco
57
Invesco
Georgia
$72.9M +$12.1M +400,694 +20%
Credit Agricole
58
Credit Agricole
France
$68.1M +$32.2M +1,060,443 +89%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$66.2M +$15.6M +510,068 +31%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$65.2M -$323K -10,642 -0.5%
BTCPP
61
Border to Coast Pensions Partnership
United Kingdom
$63.9M +$8.34M +272,789 +15%
PCM
62
Patient Capital Management
Maryland
$61.9M +$619K +20,401 +1%
Canada Life
63
Canada Life
Manitoba, Canada
$61.6M +$2.87M +93,931 +5%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$59.7M -$3.54M -115,617 -6%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$58.5M -$10.1M -331,077 -15%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$56.9M +$37.5M +1,229,630 +194%
JAM
67
Jupiter Asset Management
United Kingdom
$56.6M -$3.57M -116,785 -6%
Franklin Resources
68
Franklin Resources
California
$54.8M +$14M +457,273 +34%
Marshall Wace
69
Marshall Wace
United Kingdom
$54.4M +$54.4M +1,781,263 New
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$53.9M +$449K +14,817 +0.8%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$50.9M -$783K -25,833 -2%
BIP
72
Brandes Investment Partners
California
$49.5M +$351K +11,583 +0.7%
AAB
73
ABN AMRO Bank
Netherlands
$45.4M +$680K +22,473 +2%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$44.2M +$225K +7,345 +0.5%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.3M +$67.3K +2,192 +0.2%
1 2
3
4 5