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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.39B
3
CS
3
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
4
Franklin Resources
California
$981M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.47B
2
Bank of America
2
Bank of America
North Carolina
$116M
3
MME
3
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$688M
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.72B 160,209,992 +159,890,342 +50,020%
UBS Group
2
UBS Group
Switzerland
$2.41B 141,700,821 -994,163 -0.7%
Norges Bank
3
Norges Bank
Norway
$2.21B 130,603,707 +4,406,249 +3%
CS
4
Credit Suisse
Switzerland
$1.69B 99,334,329 +12,533,588 +14%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.47B 86,812,930 -15,321,500 -15%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.46B 86,199,587 +4,634,833 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.39B 82,096,029 +42,374,922 +107%
Franklin Resources
8
Franklin Resources
California
$981M 57,935,725 +10,125,809 +21%
Invesco
9
Invesco
Georgia
$697M 41,034,633 +4,491,128 +12%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$688M 40,525,445 -2,789,816 -6%
Fisher Asset Management
11
Fisher Asset Management
Washington
$682M 40,167,025 +2,639,249 +7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$590M 34,814,668 -2,602,183 -7%
Zurich Cantonal Bank
13
Zurich Cantonal Bank
Switzerland
$571M 33,680,510 +844,156 +3%
Deutsche Bank
14
Deutsche Bank
Germany
$392M 23,067,071 -1,036,046 -4%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$368M 22,477,472 +4,717,199 +27%
Allianz Asset Management
16
Allianz Asset Management
Germany
$343M 20,152,088 +532,072 +3%
Credit Agricole
17
Credit Agricole
France
$270M 15,909,413 +976,493 +7%
Goldman Sachs
18
Goldman Sachs
New York
$266M 15,654,815 -2,872,622 -16%
State Street
19
State Street
Massachusetts
$263M 15,513,025 +50,948 +0.3%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$191M 11,243,300 +273,187 +2%
Pzena Investment Management
21
Pzena Investment Management
New York
$189M 11,120,923 -53,893 -0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$168M 9,898,535 -964,053 -9%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$167M 9,868,486 +1,886,760 +24%
PP
24
Prudential plc
United Kingdom
$158M 9,315,213 +6,980 +0.1%
DZ Bank
25
DZ Bank
Germany
$128M 7,525,697 +1,715,165 +30%
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