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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 %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$8.41M -$50.7M -2,393,711 -86%
Lord, Abbett & Co
102
Lord, Abbett & Co
New Jersey
$8.25M -$2.47M -117,144 -23%
LGF
103
LGT Group Foundation
Liechtenstein
$8.21M -$5.98M -283,452 -42%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$8.03M +$194K +9,207 +2%
Nuveen Asset Management
105
Nuveen Asset Management
Illinois
$7.43M +$4.82M +225,651 +184%
CIM
106
Contravisory Investment Management
Massachusetts
$7.34M -$109K -5,118 -1%
IHL
107
Investment House LLC
California
$7.06M +$7.06M +330,813 New
RC
108
RBF Capital
California
$6.94M +$747K +35,000 +12%
RG
109
Renaissance Group
Kentucky
$6.61M -$1.87M -87,664 -22%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$6.56M +$1.45M +68,223 +28%
Credit Agricole
111
Credit Agricole
France
$6.46M -$1.36M -63,762 -17%
AIM
112
Achmea Investment Management
Netherlands
$6.15M +$12.3K +584 +0.2%
SEI Investments
113
SEI Investments
Pennsylvania
$6.13M +$364K +17,049 +6%
CW
114
Connectus Wealth
Ohio
$6M +$1.11M +51,886 +23%
WBC
115
Westpac Banking Corp
Australia
$5.71M +$5.71M +296,223 New
PBCM
116
Point Break Capital Management
Florida
$5.25M +$5.25M +245,800 New
PCM
117
Patient Capital Management
Maryland
$4.75M +$4.75M +222,800 New
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$4.73M -$273K -12,789 -5%
CGH
119
Crossmark Global Holdings
Texas
$4.7M -$68.3K -3,202 -1%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$4.63M +$852K +40,850 +23%
Millennium Management
121
Millennium Management
New York
$4.6M +$4.6M +215,352 New
First Trust Advisors
122
First Trust Advisors
Illinois
$4.46M -$1.82M -86,054 -29%
MIM
123
MetLife Investment Management
New Jersey
$4.37M -$278K -13,155 -6%
VPI
124
Value Partners Investments
Manitoba, Canada
$4.34M -$2.56M -120,060 -37%
Osaic Holdings
125
Osaic Holdings
Arizona
$4.18M -$400K -18,764 -9%
3 4
5
6 7