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UBS Group
UBS

Overview Fund Activity

203 hedge funds and large institutions have $18.4B invested in UBS Group in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
+31
Holders Change %
+18.02%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
52
Increased
80
Reduced
53
Closed
19
Calls
$330M
Puts
$187M
Net Calls
+$143M
Net Calls Change
-$660M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$2.56B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$348M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.04B
4
UBS Group
4
UBS Group
Switzerland
$2.23B
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$215M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$67.8M
2
O
2
OppenheimerFunds
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.07B
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$2.74M
5
Barclays
5
Barclays
United Kingdom
$4.29M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
1
Credit Suisse
Switzerland
$2.56B 120,749,322 +120,749,322 New
UBS Group
2
UBS Group
Switzerland
$2.23B 105,223,757 +13,480,934 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.37B 64,500,432 +6,560,107 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.07B 50,317,815 -4,393,562 -8%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.04B 49,180,994 +15,572,365 +46%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$938M 44,208,977 -122,963 -0.3%
Invesco
7
Invesco
Georgia
$843M 39,833,896 +2,354,362 +6%
Fidelity International
8
Fidelity International
Bermuda
$696M 32,823,496 -296,936 -0.9%
Fisher Asset Management
9
Fisher Asset Management
Washington
$563M 26,544,881 +1,036,709 +4%
Zurich Cantonal Bank
10
Zurich Cantonal Bank
Switzerland
$559M 26,353,251 +587,985 +2%
Deutsche Bank
11
Deutsche Bank
Germany
$439M 20,722,557 +2,674,395 +15%
Credit Agricole
12
Credit Agricole
France
$401M 18,893,611 -454,595 -2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$348M 16,594,232 +16,594,232 New
State Street
14
State Street
Massachusetts
$337M 15,896,550 -318,519 -2%
Franklin Resources
15
Franklin Resources
California
$320M 15,070,468 -343,306 -2%
Pzena Investment Management
16
Pzena Investment Management
New York
$271M 12,760,935 -2,745,833 -18%
Axa
17
Axa
France
$253M 11,940,503 +536,986 +5%
Goldman Sachs
18
Goldman Sachs
New York
$225M 10,617,926 -1,510,392 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$222M 10,493,893 -479,098 -4%
RFC
20
Russell Frank Company
Washington
$220M 10,397,222 +1,672,513 +19%
AllianceBernstein
21
AllianceBernstein
Tennessee
$215M 10,159,867 +9,553,563 +1,576%
Aviva
22
Aviva
United Kingdom
$191M 8,952,559 +880,653 +11%
Wells Fargo
23
Wells Fargo
California
$157M 7,397,282 -945,472 -11%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$146M 6,861,532 +610,997 +10%
PP
25
Prudential plc
United Kingdom
$140M 6,613,876 +34,043 +0.5%
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