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UBS Group
UBS

Overview Fund Activity

250 hedge funds and large institutions have $13.5B invested in UBS Group in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
250
Holders Change
+15
Holders Change %
+6.38%
% of All Funds
6.68%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
45
Increased
84
Reduced
88
Closed
26
Calls
$141M
Puts
$96.5M
Net Calls
+$44.2M
Net Calls Change
+$66.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
UBS Group
2
UBS Group
Switzerland
$1.94B
3
EA
3
Emerald Acquisition
Washington
$163M
4
Macquarie Group
4
Macquarie Group
Australia
$116M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$119M

Top Sellers

1
GTP
1
Global Thematic Partners
New York
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$445M
4
Fidelity International
4
Fidelity International
Bermuda
$216M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$414M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.94B 149,335,659 +13,163,135 +10%
Norges Bank
2
Norges Bank
Norway
$1.7B 131,538,341 -2,349,368 -2%
CS
3
Credit Suisse
Switzerland
$1.46B 112,739,089 +5,186,336 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.01B 77,566,541 +3,488,096 +5%
Invesco
5
Invesco
Georgia
$564M 43,527,703 -2,374,521 -5%
Zurich Cantonal Bank
6
Zurich Cantonal Bank
Switzerland
$480M 37,197,346 -3,364,314 -8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$445M 34,358,478 -9,518,544 -22%
Franklin Resources
8
Franklin Resources
California
$428M 33,257,077 +28,557,465 +608%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$414M 32,036,198 -4,454,772 -12%
O
10
OppenheimerFunds
New York
$393M 30,406,565 +726,052 +2%
Fisher Asset Management
11
Fisher Asset Management
Washington
$393M 31,407,907 +1,128,110 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$381M 29,341,270 +631,703 +2%
Deutsche Bank
13
Deutsche Bank
Germany
$262M 20,196,835 -3,015,397 -13%
Fidelity International
14
Fidelity International
Bermuda
$216M 16,626,886 -5,321,992 -24%
Goldman Sachs
15
Goldman Sachs
New York
$213M 16,433,525 +4,073,521 +33%
State Street
16
State Street
Massachusetts
$213M 16,420,632 +894,017 +6%
Allianz Asset Management
17
Allianz Asset Management
Germany
$200M 15,472,787 -12,157,447 -44%
EA
18
Emerald Acquisition
Washington
$163M 12,651,966 +12,651,966 New
Pzena Investment Management
19
Pzena Investment Management
New York
$161M 12,387,311 +245,607 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$134M 10,304,032 +138,875 +1%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$126M 10,042,085 -679,326 -6%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$119M 9,192,994 +6,966,024 +313%
Macquarie Group
23
Macquarie Group
Australia
$116M 8,948,214 +8,947,939 +3,253,796%
PP
24
Prudential plc
United Kingdom
$111M 8,546,378 +730,887 +9%
Axa
25
Axa
France
$104M 8,095,467 -3,681,202 -31%
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