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UBS Group
UBS

Overview Fund Activity

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.6B
2
Norges Bank
2
Norges Bank
Norway
$2.66B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$443M
4
Vontobel Holding
4
Vontobel Holding
Switzerland
$404M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$686M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$298M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$166M
3
UBS Group
3
UBS Group
Switzerland
$2.25B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.09B
5
CBT
5
Capital Bank & Trust
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
101
Virginia Retirement Systems
Virginia
$5.35M -$3.46M -215,222 -39%
CIM
102
Contravisory Investment Management
Massachusetts
$5.23M -$80.6K -5,054 -2%
FI
103
Fosun International
China
$5.15M +$357K +25,412 +7%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$5.05M -$609K -38,218 -11%
WBC
105
Westpac Banking Corp
Australia
$4.57M -$2.96M -197,156 -39%
AIM
106
Achmea Investment Management
Netherlands
$3.91M +$67.5K +4,197 +2%
MIM
107
MetLife Investment Management
New Jersey
$3.91M -$157K -9,835 -4%
CGH
108
Crossmark Global Holdings
Texas
$3.9M -$156K -9,772 -4%
Geode Capital Management
109
Geode Capital Management
Massachusetts
$3.51M -$596K -37,388 -15%
ClearBridge Investments
110
ClearBridge Investments
New York
$3.5M -$68.7K -4,310 -2%
Millennium Management
111
Millennium Management
New York
$3.34M -$8.15M -511,045 -71%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$3.32M -$10.8M -677,652 -77%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$3.29M – – –
SC
114
Scotia Capital
Ontario, Canada
$3.11M +$164K +10,294 +6%
American Century Companies
115
American Century Companies
Missouri
$3.06M +$8.48K +532 +0.3%
OAM
116
Oppenheimer Asset Management
New York
$3M +$13.5K +848 +0.5%
AC
117
Amia Capital
United Kingdom
$2.98M -$242K -15,000 -8%
Bank Julius Baer & Co
118
Bank Julius Baer & Co
Switzerland
$2.9M -$801K -49,806 -22%
VIA
119
Vident Investment Advisory
Georgia
$2.9M -$51K -3,174 -2%
BCI
120
Brinker Capital Investments
Pennsylvania
$2.88M – – –
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$2.82M +$2.82M +175,519 New
Stifel Financial
122
Stifel Financial
Missouri
$2.76M +$33K +2,070 +1%
LPL Financial
123
LPL Financial
California
$2.71M +$89.5K +5,614 +3%
BCM
124
Bridgeway Capital Management
Texas
$2.61M – – –
RC
125
RBF Capital
California
$2.55M +$1.91M +120,000 +300%
3 4
5
6 7