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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$635M
2
Credit Agricole
2
Credit Agricole
France
$238M
3
Deutsche Bank
3
Deutsche Bank
Germany
$384M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$67.1M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.63B
2
Invesco
2
Invesco
Georgia
$583M
3
Axa
3
Axa
France
$51.8M
4
CS
4
Credit Suisse
Switzerland
$1.38B
5
Fidelity International
5
Fidelity International
Bermuda
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$2.28B 142,694,984 -1,776,600 -1%
Norges Bank
2
Norges Bank
Norway
$2.02B 126,197,458 -1,605,353 -1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.63B 102,134,430 -7,118,687 -7%
CS
4
Credit Suisse
Switzerland
$1.38B 86,800,741 -3,847,437 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.3B 81,564,754 +3,064,547 +4%
Franklin Resources
6
Franklin Resources
California
$765M 47,809,916 +1,645,923 +4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$691M 43,315,261 +1,805,985 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$635M 39,721,107 +7,031,841 +22%
Fisher Asset Management
9
Fisher Asset Management
Washington
$599M 37,527,776 +895,877 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$598M 37,416,851 +1,731,136 +5%
Invesco
11
Invesco
Georgia
$583M 36,543,505 -5,422,674 -13%
Zurich Cantonal Bank
12
Zurich Cantonal Bank
Switzerland
$526M 32,836,354 -236,037 -0.7%
Deutsche Bank
13
Deutsche Bank
Germany
$384M 24,103,117 +4,645,473 +24%
Allianz Asset Management
14
Allianz Asset Management
Germany
$314M 19,620,016 +1,932,835 +11%
Goldman Sachs
15
Goldman Sachs
New York
$296M 18,527,437 +2,440,227 +15%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$283M 17,760,273 +1,772,144 +11%
State Street
17
State Street
Massachusetts
$247M 15,462,077 -162,042 -1%
Credit Agricole
18
Credit Agricole
France
$238M 14,932,920 +5,904,131 +65%
Pzena Investment Management
19
Pzena Investment Management
New York
$178M 11,174,816 -328,039 -3%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$176M 10,970,113 -105,800 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$173M 10,862,588 +272,745 +3%
Bank of America
22
Bank of America
North Carolina
$164M 10,270,290 +3,509,603 +52%
PP
23
Prudential plc
United Kingdom
$148M 9,308,233 +903,718 +11%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$130M 8,138,885 +384,655 +5%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$128M 7,981,726 -978,904 -11%
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