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UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
76
Acadian Asset Management
Massachusetts
$10.7M +$10.7M +728,844 New
JCM
77
Janney Capital Management
Pennsylvania
$10.4M +$48.2K +3,323 +0.5%
CGPCS
78
Capital Group Private Client Services
California
$10.1M -$171K -11,683 -2%
EVM
79
Eaton Vance Management
Massachusetts
$9.47M -$2.89K -199 -0%
LGF
80
LGT Group Foundation
Liechtenstein
$9.34M +$383K +26,100 +4%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$8.5M -$4.53M -306,248 -35%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$7.66M +$89.3K +6,070 +1%
Calamos Advisors
83
Calamos Advisors
Illinois
$7.56M -$1.3M -89,420 -15%
American Century Companies
84
American Century Companies
Missouri
$7.05M +$1.07M +73,726 +18%
HJIM
85
Henry James International Management
New York
$6.77M +$29 +2 +0%
AAM
86
Abeille Asset Management
France
$6.47M – – –
RG
87
Renaissance Group
Kentucky
$6.05M -$243K -16,778 -4%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$5.93M -$3.6M -245,519 -38%
CGA
89
Channing Global Advisors
Florida
$5.08M -$394K -26,807 -7%
CIM
90
Contravisory Investment Management
Massachusetts
$4.95M +$53.6K +3,694 +1%
Jane Street
91
Jane Street
New York
$4.85M -$10.2M -696,130 -68%
VPI
92
Value Partners Investments
Manitoba, Canada
$4.75M -$10.1K -697 -0.2%
OTPPB
93
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.74M +$1.17M +80,116 +33%
Twin Tree Management
94
Twin Tree Management
Texas
$4.73M +$1.35M +92,829 +40%
Credit Agricole
95
Credit Agricole
France
$4.54M -$5.06M -349,033 -53%
First Trust Advisors
96
First Trust Advisors
Illinois
$4.38M -$746K -51,317 -15%
AIM
97
Achmea Investment Management
Netherlands
$4.27M +$602K +40,921 +16%
SEI Investments
98
SEI Investments
Pennsylvania
$4.16M -$112K -7,692 -3%
CGH
99
Crossmark Global Holdings
Texas
$3.65M -$68.3K -4,709 -2%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$3.5M -$60.5K -4,172 -2%
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4
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