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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.84B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.3B
2
Barclays
2
Barclays
United Kingdom
$0
3
Capital International Investors
3
Capital International Investors
California
$183M
4
Goldman Sachs
4
Goldman Sachs
New York
$541M
5
DZ Bank
5
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
101
Simplex Trading
Illinois
$7.25M +$7.25M +371,095 New
HJIM
102
Henry James International Management
New York
$7.03M +$366K +18,707 +5%
American Century Companies
103
American Century Companies
Missouri
$6.77M +$1.98M +101,557 +42%
CIM
104
Contravisory Investment Management
Massachusetts
$6.44M -$72.1K -3,688 -1%
VPI
105
Value Partners Investments
Manitoba, Canada
$6.4M -$879K -45,000 -12%
First Trust Advisors
106
First Trust Advisors
Illinois
$6.25M -$1.53M -77,818 -20%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$5.86M -$614K -31,446 -9%
SEI Investments
108
SEI Investments
Pennsylvania
$5.72M +$3.29M +169,106 +136%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$5.42M +$5.1M +261,002 +1,594%
CGH
110
Crossmark Global Holdings
Texas
$5.01M +$130K +6,658 +3%
MFS
111
Mirabella Financial Services
United Kingdom
$4.99M +$4.99M +255,289 New
AIM
112
Achmea Investment Management
Netherlands
$4.92M +$4.92M +249,691 New
CIS
113
Capital International Sarl
California
$4.78M -$5.48M -278,992 -53%
CGA
114
Channing Global Advisors
Florida
$4.62M +$4.62M +234,663 New
MIM
115
MetLife Investment Management
New Jersey
$4.62M – – –
DWA
116
Dorsey Wright & Associates
California
$4.53M -$74.6K -3,820 -2%
NG
117
NatWest Group
United Kingdom
$4.31M +$4.31M +220,563 New
Geode Capital Management
118
Geode Capital Management
Massachusetts
$4.17M -$69.5K -3,555 -2%
ClearBridge Investments
119
ClearBridge Investments
New York
$4.17M +$175K +9,199 +4%
SC
120
Scotia Capital
Ontario, Canada
$4.16M +$328K +16,763 +9%
PL
121
Parkwood LLC
Ohio
$4.06M +$4.06M +207,534 New
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$3.87M – – –
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$3.83M +$1.28M +65,741 +51%
Assenagon Asset Management
124
Assenagon Asset Management
Luxembourg
$3.57M +$1.1M +55,537 +44%
BCI
125
Brinker Capital Investments
Pennsylvania
$3.42M -$163K -8,351 -5%
3 4
5
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