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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.

Holders
248
Holders Change
+14
Holders Change %
+5.98%
% of All Funds
6.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.39%
New
45
Increased
78
Reduced
90
Closed
28
Calls
$142M
Puts
$73.5M
Net Calls
+$68.6M
Net Calls Change
-$39.2M

Top Buyers

1
O
1
OppenheimerFunds
New York
$579M
2
Goldman Sachs
2
Goldman Sachs
New York
$431M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$746M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$461M
5
GTP
5
Global Thematic Partners
New York
$142M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$0
2
CS
2
Credit Suisse
Switzerland
$2.18B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
Franklin Resources
4
Franklin Resources
California
$121M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$814M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$2.35B 120,451,208 +922,909 +0.8%
CS
2
Credit Suisse
Switzerland
$2.18B 112,423,915 -12,517,936 -10%
UBS Group
3
UBS Group
Switzerland
$2.04B 105,307,237 +1,860,676 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.4B 72,068,428 +2,360,622 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.06B 54,689,939 -1,790,220 -3%
Invesco
6
Invesco
Georgia
$829M 42,817,639 +1,784,780 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$828M 42,724,209 -9,103,865 -18%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$814M 41,842,552 -6,101,879 -13%
Zurich Cantonal Bank
9
Zurich Cantonal Bank
Switzerland
$746M 38,259,693 +3,136,318 +9%
O
10
OppenheimerFunds
New York
$579M 30,088,433 +30,088,433 New
Fisher Asset Management
11
Fisher Asset Management
Washington
$564M 29,100,560 +1,449,490 +5%
Fidelity International
12
Fidelity International
Bermuda
$534M 27,509,301 -1,485,992 -5%
Deutsche Bank
13
Deutsche Bank
Germany
$510M 26,332,900 +2,234,239 +9%
Allianz Asset Management
14
Allianz Asset Management
Germany
$461M 22,352,500 +2,945,902 +15%
Goldman Sachs
15
Goldman Sachs
New York
$431M 22,231,394 +8,853,984 +66%
State Street
16
State Street
Massachusetts
$306M 15,783,256 -50,661 -0.3%
Credit Agricole
17
Credit Agricole
France
$258M 13,312,984 -4,013,276 -23%
Pzena Investment Management
18
Pzena Investment Management
New York
$239M 12,336,997 -298,639 -2%
Axa
19
Axa
France
$239M 12,242,749 +397,691 +3%
RFC
20
Russell Frank Company
Washington
$227M 11,537,942 +332,037 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$199M 10,284,444 +169,540 +2%
DekaBank Deutsche Girozentrale
22
DekaBank Deutsche Girozentrale
Germany
$163M 8,287,392 +952,911 +13%
Bank of America
23
Bank of America
North Carolina
$152M 7,846,383 -407,151 -5%
AllianceBernstein
24
AllianceBernstein
Tennessee
$149M 7,685,623 -205,123 -3%
PP
25
Prudential plc
United Kingdom
$146M 7,541,679 +63,778 +0.9%
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