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UBS Group
UBS

Overview Fund Activity

251 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$650M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$174M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$559M
5
CGT
5
Capital Guardian Trust
California
$93.8M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$51M
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$519M
3
Norges Bank
3
Norges Bank
Norway
$2.01B
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
UBS Group
5
UBS Group
Switzerland
$2.31B
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$2.31B 144,471,584 -2,330,652 -2%
Norges Bank
2
Norges Bank
Norway
$2.01B 127,802,811 -4,062,164 -3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.71B 109,253,117 +109,253,117 New
CS
4
Credit Suisse
Switzerland
$1.42B 90,648,178 -1,840,829 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.23B 78,500,207 +2,542,350 +3%
Franklin Resources
6
Franklin Resources
California
$723M 46,163,993 -1,414,632 -3%
Invesco
7
Invesco
Georgia
$658M 41,966,179 +128,870 +0.3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$650M 41,509,276 +8,587,386 +26%
Fisher Asset Management
9
Fisher Asset Management
Washington
$574M 36,631,899 +1,605,791 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$559M 35,685,715 +5,825,275 +20%
Zurich Cantonal Bank
11
Zurich Cantonal Bank
Switzerland
$519M 33,072,391 -6,873,362 -17%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$513M 32,689,266 +1,036,951 +3%
Deutsche Bank
13
Deutsche Bank
Germany
$305M 19,457,644 -1,171,291 -6%
Allianz Asset Management
14
Allianz Asset Management
Germany
$278M 17,687,181 +2,734,094 +18%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$255M 15,988,129 +2,061,398 +15%
Goldman Sachs
16
Goldman Sachs
New York
$252M 16,087,210 -375,405 -2%
State Street
17
State Street
Massachusetts
$245M 15,624,119 -562,177 -3%
Pzena Investment Management
18
Pzena Investment Management
New York
$180M 11,502,855 -66,354 -0.6%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$174M 11,075,913 +6,394,623 +137%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$166M 10,589,843 -37,782 -0.4%
Credit Agricole
21
Credit Agricole
France
$141M 9,028,789 +3,017,912 +50%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$140M 8,960,630 +8,960,630 New
PP
23
Prudential plc
United Kingdom
$132M 8,404,515 +168,490 +2%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$122M 7,754,230 -1,639,103 -17%
Axa
25
Axa
France
$115M 7,328,429 -563,249 -7%
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