UBS icon

UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
ED
5
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$523M
2
CS
2
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$605M
4
UBS Group
4
UBS Group
Switzerland
$2.39B
5
BIP
5
Brandes Investment Partners
California
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.74B 159,802,996 -406,996 -0.3%
UBS Group
2
UBS Group
Switzerland
$2.39B 139,181,749 -2,519,072 -2%
Norges Bank
3
Norges Bank
Norway
$2.21B 129,302,473 -1,301,234 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.64B 95,884,100 +13,788,071 +17%
CS
5
Credit Suisse
Switzerland
$1.61B 93,820,236 -5,514,093 -6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.52B 88,405,736 +2,206,149 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.48B 86,812,944 +14 +0%
Franklin Resources
8
Franklin Resources
California
$1.07B 62,534,599 +4,598,874 +8%
Fisher Asset Management
9
Fisher Asset Management
Washington
$708M 41,303,205 +1,136,180 +3%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$680M 41,356,501 +18,879,029 +84%
Zurich Cantonal Bank
11
Zurich Cantonal Bank
Switzerland
$658M 38,442,142 +4,761,632 +14%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$605M 35,654,715 -4,870,730 -12%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$588M 34,378,641 -436,027 -1%
Invesco
14
Invesco
Georgia
$523M 30,496,581 -10,538,052 -26%
Deutsche Bank
15
Deutsche Bank
Germany
$376M 21,936,379 -1,130,692 -5%
Allianz Asset Management
16
Allianz Asset Management
Germany
$356M 20,820,263 +668,175 +3%
State Street
17
State Street
Massachusetts
$279M 16,283,411 +770,386 +5%
Credit Agricole
18
Credit Agricole
France
$246M 14,351,129 -1,558,284 -10%
Goldman Sachs
19
Goldman Sachs
New York
$234M 13,644,102 -2,010,713 -13%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$192M 11,243,300 – –
Pzena Investment Management
21
Pzena Investment Management
New York
$190M 11,073,595 -47,328 -0.4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$175M 10,189,231 +290,696 +3%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$166M 9,718,568 -149,918 -2%
PP
24
Prudential plc
United Kingdom
$164M 9,545,433 +230,220 +2%
Bank of America
25
Bank of America
North Carolina
$141M 8,247,652 +1,410,953 +21%
1
2 3 4 5