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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$829M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.2B
4
Norges Bank
4
Norges Bank
Norway
$4.4B
5
Amundi
5
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.38B
2
CS
2
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
4
Deutsche Bank
Germany
$416M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$10.4M +$10.4M +422,780 New
Grantham, Mayo, Van Otterloo & Co (GMO)
102
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.3M -$38.5M -1,552,553 -79%
QCM
103
QRG Capital Management
Illinois
$10.3M +$10.3M +416,991 New
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$9.99M -$5.02M -202,389 -33%
LGF
105
LGT Group Foundation
Liechtenstein
$9.9M -$3.85M -157,078 -28%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$9.61M +$5.61M +229,915 +140%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$9.17M -$332K -13,370 -3%
Voloridge Investment Management
108
Voloridge Investment Management
Florida
$8.94M -$479K -19,442 -5%
Nuveen Asset Management
109
Nuveen Asset Management
Illinois
$8.75M +$76K +3,084 +0.9%
CIM
110
Contravisory Investment Management
Massachusetts
$8.43M -$363K -14,743 -4%
MSRPS
111
Maryland State Retirement & Pension System
Maryland
$8.39M -$19.3K -777 -0.2%
RC
112
RBF Capital
California
$8.38M – – –
AIM
113
Achmea Investment Management
Netherlands
$7.68M -$274K -11,041 -3%
VPI
114
Value Partners Investments
Manitoba, Canada
$7.47M -$13.6K -553 -0.2%
Credit Agricole
115
Credit Agricole
France
$7.43M -$462K -18,754 -6%
Legal & General Group
116
Legal & General Group
United Kingdom
$7.41M +$282K +11,352 +4%
LIM
117
Lingotto Investment Management
United Kingdom
$7.14M +$1.76M +71,000 +33%
SEI Investments
118
SEI Investments
Pennsylvania
$7.12M -$781K -31,667 -10%
SGDR
119
SPX Gestao de Recursos
Brazil
$7.1M -$11.1M -449,275 -61%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$7M +$1.25M +50,798 +22%
JFG
121
Jefferies Financial Group
New York
$6.93M +$6.93M +279,661 New
Assenagon Asset Management
122
Assenagon Asset Management
Luxembourg
$6.83M -$489K -19,700 -7%
AIM
123
Artemis Investment Management
United Kingdom
$6.66M -$3.37M -135,876 -34%
PP
124
Prudential plc
United Kingdom
$6.5M -$70.1K -2,829 -1%
Stifel Financial
125
Stifel Financial
Missouri
$5.76M -$13.7K -555 -0.2%
3 4
5
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