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UBS Group
UBS

Overview Fund Activity

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.97B
2
UBS Group
2
UBS Group
Switzerland
$1.68B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.11B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$756M
5
Invesco
5
Invesco
Georgia
$599M

Top Sellers

1
CA
1
Cullinan Associates
Kentucky
$852K
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$1.97B 114,662,320 +114,662,320 New
UBS Group
2
UBS Group
Switzerland
$1.68B 98,249,484 +98,249,484 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.11B 64,914,641 +64,914,641 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$756M 44,087,231 +44,087,231 New
Invesco
5
Invesco
Georgia
$599M 34,887,555 +34,887,555 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$579M 33,940,918 +33,940,918 New
Fidelity International
7
Fidelity International
Bermuda
$521M 30,316,557 +30,316,557 New
Fisher Asset Management
8
Fisher Asset Management
Washington
$422M 24,721,456 +24,721,456 New
Credit Agricole
9
Credit Agricole
France
$299M 17,904,071 +17,904,071 New
Deutsche Bank
10
Deutsche Bank
Germany
$292M 17,102,114 +17,102,114 New
Goldman Sachs
11
Goldman Sachs
New York
$287M 16,856,488 +16,856,488 New
Pzena Investment Management
12
Pzena Investment Management
New York
$268M 15,718,432 +15,718,432 New
Axa
13
Axa
France
$204M 11,864,495 +11,864,495 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$190M 11,155,329 +11,155,329 New
Zurich Cantonal Bank
15
Zurich Cantonal Bank
Switzerland
$172M 10,184,516 +10,184,516 New
RFC
16
Russell Frank Company
Washington
$161M 9,334,795 +9,334,795 New
Wells Fargo
17
Wells Fargo
California
$147M 8,615,873 +8,615,873 New
GTP
18
Global Thematic Partners
New York
$139M 8,130,232 +8,130,232 New
Aviva
19
Aviva
United Kingdom
$136M 7,892,472 +7,892,472 New
PP
20
Prudential plc
United Kingdom
$112M 6,596,190 +6,596,190 New
Franklin Resources
21
Franklin Resources
California
$112M 6,525,547 +6,525,547 New
TGI
22
Tradewinds Global Investors
California
$110M 6,476,792 +6,476,792 New
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$108M 6,261,846 +6,261,846 New
BIP
24
Brandes Investment Partners
California
$105M 6,172,407 +6,172,407 New
DekaBank Deutsche Girozentrale
25
DekaBank Deutsche Girozentrale
Germany
$100M 5,763,360 +5,763,360 New
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