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UBS Group
UBS

Overview Fund Activity

234 hedge funds and large institutions have $19.4B invested in UBS Group in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 30 closing their positions.

Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
6.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.36%
New
63
Increased
91
Reduced
65
Closed
30
Calls
$339M
Puts
$231M
Net Calls
+$108M
Net Calls Change
-$35.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.2B
2
Dodge & Cox
2
Dodge & Cox
California
$566M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$647M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.29B

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$62.8M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$36.7M
3
Fidelity International
3
Fidelity International
Bermuda
$536M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$146M
5
UBS Group
5
UBS Group
Switzerland
$1.92B
Name Market Value Shares Shares
Change 		Shares
Change %
CS
1
Credit Suisse
Switzerland
$2.31B 124,941,851 +4,192,529 +3%
Norges Bank
2
Norges Bank
Norway
$2.2B 119,528,299 +116,330,699 +3,638%
UBS Group
3
UBS Group
Switzerland
$1.92B 103,446,561 -1,777,196 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.29B 69,707,806 +5,207,374 +8%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.05B 56,480,159 +7,299,165 +15%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$959M 51,828,074 +1,510,259 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$885M 47,944,431 +3,735,454 +8%
Invesco
8
Invesco
Georgia
$760M 41,032,859 +1,198,963 +3%
Zurich Cantonal Bank
9
Zurich Cantonal Bank
Switzerland
$647M 35,123,375 +8,770,124 +33%
Dodge & Cox
10
Dodge & Cox
California
$566M 30,534,700 +30,534,700 New
Fidelity International
11
Fidelity International
Bermuda
$536M 28,995,293 -3,828,203 -12%
Fisher Asset Management
12
Fisher Asset Management
Washington
$512M 27,651,070 +1,106,189 +4%
Deutsche Bank
13
Deutsche Bank
Germany
$446M 24,098,661 +3,376,104 +16%
Allianz Asset Management
14
Allianz Asset Management
Germany
$369M 19,406,598 +2,812,366 +17%
Credit Agricole
15
Credit Agricole
France
$321M 17,326,260 -1,567,351 -8%
State Street
16
State Street
Massachusetts
$293M 15,833,917 -62,633 -0.4%
Franklin Resources
17
Franklin Resources
California
$277M 14,987,802 -82,666 -0.5%
Goldman Sachs
18
Goldman Sachs
New York
$248M 13,377,410 +2,759,484 +26%
Pzena Investment Management
19
Pzena Investment Management
New York
$234M 12,635,636 -125,299 -1%
Axa
20
Axa
France
$218M 11,845,058 -95,445 -0.8%
RFC
21
Russell Frank Company
Washington
$207M 11,205,905 +808,683 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$187M 10,114,904 -378,989 -4%
Bank of America
23
Bank of America
North Carolina
$153M 8,253,534 +3,682,502 +81%
AllianceBernstein
24
AllianceBernstein
Tennessee
$146M 7,890,746 -2,269,121 -22%
PP
25
Prudential plc
United Kingdom
$138M 7,477,901 +864,025 +13%
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