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UBS Group
UBS

Overview Fund Activity

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.45B
2
Norges Bank
2
Norges Bank
Norway
$3.24B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$762M
4
CCM
4
Causeway Capital Management
California
$204M
5
CS
5
Credit Suisse
Switzerland
$2.23B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$406M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.39B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$227M
4
Goldman Sachs
4
Goldman Sachs
New York
$804M
5
Axa
5
Axa
France
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
76
Capital International Investors
California
$16.2M -$54.3M -2,573,281 -77%
UIM
77
USS Investment Management
United Kingdom
$16.1M +$258K +12,250 +2%
EDRH
78
Edmond de Rothschild Holding
Switzerland
$15.9M -$5.84M -277,456 -27%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$15.7M -$302K -14,303 -2%
Franklin Resources
80
Franklin Resources
California
$15.5M -$4.06M -191,655 -21%
PNAA
81
Pictet North America Advisors
Switzerland
$15.5M – – –
JCM
82
Janney Capital Management
Pennsylvania
$15.4M -$122K -5,710 -0.8%
AllianceBernstein
83
AllianceBernstein
Tennessee
$15.2M -$607K -28,434 -4%
American Century Companies
84
American Century Companies
Missouri
$14.7M +$1.4M +65,671 +11%
MOACM
85
Mutual of America Capital Management
New York
$14.1M – – –
LCS
86
Levin Capital Strategies
New York
$14M +$13.5M +634,485 +3,172%
CGPCS
87
Capital Group Private Client Services
California
$13.9M -$351K -16,659 -2%
QOP
88
Quinn Opportunity Partners
Virginia
$12.3M +$12.3M +578,366 New
SGDR
89
SPX Gestao de Recursos
Brazil
$11.8M +$11.8M +551,483 New
MCM
90
Moore Capital Management
New York
$11M +$11M +515,000 New
KLCMU
91
Kite Lake Capital Management (UK)
United Kingdom
$10.6M +$10.6M +500,000 New
HJIM
92
Henry James International Management
New York
$10.3M +$372K +17,414 +4%
CM
93
Caption Management
Oklahoma
$10.2M +$10.2M +480,000 New
CGA
94
Channing Global Advisors
Florida
$10.2M -$324K -15,323 -3%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$9.93M +$232K +10,972 +2%
BAAM
96
Baker Avenue Asset Management
California
$9.92M +$6.4M +299,795 +182%
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
$9.86M +$3.18M +150,638 +48%
BBA
98
Baader Bank Aktiengesellschaft
Germany
$9.65M +$2.31M +120,000 +32%
AIM
99
Artemis Investment Management
United Kingdom
$8.71M +$8.71M +413,397 New
Two Sigma Advisers
100
Two Sigma Advisers
New York
$8.53M -$14M -657,270 -62%
2 3
4
5 6