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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$3.42B
2
Capital World Investors
2
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$411M
4
Bank of America
4
Bank of America
North Carolina
$346M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.31B
2
PL
2
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
76
Teachers Retirement System of the State of Kentucky
Kentucky
$16M -$8.54M -421,500 -35%
American Century Companies
77
American Century Companies
Missouri
$15.4M +$1.49M +73,594 +11%
DFO
78
Duquesne Family Office
New York
$15.4M +$15.4M +759,500 New
CHCM
79
Columbus Hill Capital Management
New Jersey
$15.3M +$15.3M +757,000 New
SGDR
80
SPX Gestao de Recursos
Brazil
$14.9M +$3.77M +185,948 +34%
PNAA
81
Pictet North America Advisors
Switzerland
$14.8M +$13.9K +686 +0.1%
JCM
82
Janney Capital Management
Pennsylvania
$14.8M +$138K +6,803 +0.9%
VSI
83
Verde Servicos Internacionais
Brazil
$14.6M -$2.71M -149,705 -16%
TD Asset Management
84
TD Asset Management
Ontario, Canada
$14.5M -$599K -29,614 -4%
Acadian Asset Management
85
Acadian Asset Management
Massachusetts
$14.1M -$46.8M -2,314,955 -77%
EDRH
86
Edmond de Rothschild Holding
Switzerland
$14M -$1.16M -57,676 -8%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$13.5M +$10.1M +501,444 +299%
MOACM
88
Mutual of America Capital Management
New York
$13.5M – – –
PL
89
Perpetual Ltd
Australia
$13.4M -$82M -4,059,798 -86%
MP
90
Mangrove Partners
Connecticut
$13.4M +$13.4M +659,546 New
AllianceBernstein
91
AllianceBernstein
Tennessee
$13.1M -$1.38M -68,321 -10%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$12.2M -$3.39M -168,267 -22%
KLCMU
93
Kite Lake Capital Management (UK)
United Kingdom
$12.1M +$2.02M +100,000 +20%
ZIG
94
Zurich Insurance Group
Switzerland
$11.9M -$7.06M -349,339 -37%
Franklin Resources
95
Franklin Resources
California
$11.8M -$2.99M -147,544 -20%
LGF
96
LGT Group Foundation
Liechtenstein
$11.3M +$3.47M +171,758 +44%
UIM
97
USS Investment Management
United Kingdom
$11.2M -$4.25M -210,238 -28%
MCM
98
Moore Capital Management
New York
$10.4M – – –
CGA
99
Channing Global Advisors
Florida
$10.4M +$647K +31,999 +7%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$9.69M +$178K +8,818 +2%
2 3
4
5 6