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UBS Group
UBS

Overview Fund Activity

172 hedge funds and large institutions have $15.5B invested in UBS Group in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 27 closing their positions.

Holders
172
Holders Change
+27
Holders Change %
+18.62%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
54
Increased
58
Reduced
49
Closed
27
Calls
$1.04B
Puts
$240M
Net Calls
+$803M
Net Calls Change
+$809M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
O
2
OppenheimerFunds
New York
$578M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$486M
4
State Street
4
State Street
Massachusetts
$304M
5
Norges Bank
5
Norges Bank
Norway
$2.36B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B
2
UBS Group
2
UBS Group
Switzerland
$1.72B
3
Goldman Sachs
3
Goldman Sachs
New York
$228M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$71.1M
5
TIM
5
Thornburg Investment Management
New Mexico
$23.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$2.36B 125,398,364 +10,736,044 +9%
UBS Group
2
UBS Group
Switzerland
$1.72B 91,742,823 -6,506,661 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.09B 57,940,325 +57,940,325 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.03B 54,711,377 -10,203,264 -16%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$835M 44,331,940 +244,709 +0.6%
Invesco
6
Invesco
Georgia
$707M 37,479,534 +2,591,979 +7%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$631M 33,608,629 -332,289 -1%
Fidelity International
8
Fidelity International
Bermuda
$624M 33,120,432 +2,803,875 +9%
O
9
OppenheimerFunds
New York
$578M 30,806,912 +30,806,912 New
Zurich Cantonal Bank
10
Zurich Cantonal Bank
Switzerland
$486M 25,765,266 +15,580,750 +153%
Fisher Asset Management
11
Fisher Asset Management
Washington
$479M 25,508,172 +786,716 +3%
Credit Agricole
12
Credit Agricole
France
$363M 19,348,206 +1,444,135 +8%
Deutsche Bank
13
Deutsche Bank
Germany
$339M 18,048,162 +946,048 +6%
State Street
14
State Street
Massachusetts
$304M 16,215,069 +13,374,978 +471%
Pzena Investment Management
15
Pzena Investment Management
New York
$291M 15,506,768 -211,664 -1%
Franklin Resources
16
Franklin Resources
California
$291M 15,413,774 +8,888,227 +136%
Goldman Sachs
17
Goldman Sachs
New York
$228M 12,128,318 -4,728,170 -28%
Axa
18
Axa
France
$215M 11,403,517 -460,978 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$201M 10,972,991 -182,338 -2%
RFC
20
Russell Frank Company
Washington
$164M 8,724,709 -610,086 -7%
GTP
21
Global Thematic Partners
New York
$160M 8,511,481 +381,249 +5%
Wells Fargo
22
Wells Fargo
California
$157M 8,342,754 -273,119 -3%
Aviva
23
Aviva
United Kingdom
$152M 8,071,906 +179,434 +2%
PP
24
Prudential plc
United Kingdom
$124M 6,579,833 -16,357 -0.2%
BIP
25
Brandes Investment Partners
California
$119M 6,314,323 +141,916 +2%
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