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UBS Group
UBS

Overview Fund Activity

222 hedge funds and large institutions have $13.2B invested in UBS Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 47 closing their positions.

Holders
222
Holders Change
-28
Holders Change %
-11.2%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
23
Increased
78
Reduced
88
Closed
47
Calls
$121M
Puts
$118M
Net Calls
+$3M
Net Calls Change
-$41.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$648M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$184M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$477M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$545M
5
NIMC
5
NWQ Investment Management Company
California
$29.9M

Top Sellers

1
O
1
OppenheimerFunds
New York
$0
2
CS
2
Credit Suisse
Switzerland
$1.26B
3
Macquarie Group
3
Macquarie Group
Australia
$0
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$0
5
Fidelity International
5
Fidelity International
Bermuda
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$2B 146,802,236 -2,533,423 -2%
Norges Bank
2
Norges Bank
Norway
$1.72B 131,864,975 +326,634 +0.2%
CS
3
Credit Suisse
Switzerland
$1.26B 92,489,007 -20,250,082 -18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.03B 75,957,857 -1,608,684 -2%
Franklin Resources
5
Franklin Resources
California
$648M 47,578,625 +14,321,548 +43%
Invesco
6
Invesco
Georgia
$570M 41,837,309 -1,690,394 -4%
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$545M 39,945,753 +2,748,407 +7%
Fisher Asset Management
8
Fisher Asset Management
Washington
$477M 35,026,108 +3,618,201 +12%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$448M 32,921,890 -1,436,588 -4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$432M 31,652,315 -383,883 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$407M 29,860,440 +519,170 +2%
Deutsche Bank
12
Deutsche Bank
Germany
$281M 20,628,935 +432,100 +2%
Goldman Sachs
13
Goldman Sachs
New York
$224M 16,462,615 +29,090 +0.2%
State Street
14
State Street
Massachusetts
$220M 16,186,296 -234,336 -1%
Allianz Asset Management
15
Allianz Asset Management
Germany
$202M 14,953,087 -519,700 -3%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$184M 13,926,731 +3,884,646 +39%
Fidelity International
17
Fidelity International
Bermuda
$169M 12,375,548 -4,251,338 -26%
Pzena Investment Management
18
Pzena Investment Management
New York
$158M 11,569,209 -818,102 -7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$145M 10,627,625 +323,593 +3%
EA
20
Emerald Acquisition
Washington
$134M 9,821,194 -2,830,772 -22%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$128M 9,393,333 +200,339 +2%
PP
22
Prudential plc
United Kingdom
$112M 8,236,025 -310,353 -4%
Axa
23
Axa
France
$107M 7,891,678 -203,789 -3%
BIP
24
Brandes Investment Partners
California
$87.5M 6,424,073 +583,956 +10%
Bank of America
25
Bank of America
North Carolina
$84.2M 6,179,684 -1,325,238 -18%
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