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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$85.3M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$10.9M
2
Norges Bank
2
Norges Bank
Norway
$2.34B
3
ED
3
Exane Derivatives
France
$33.1M
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
TIM
5
Thornburg Investment Management
New Mexico
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.94B 160,056,286 +253,290 +0.2%
UBS Group
2
UBS Group
Switzerland
$2.53B 137,312,155 -1,869,594 -1%
Norges Bank
3
Norges Bank
Norway
$2.34B 126,843,764 -2,458,709 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.32B 125,813,308 +29,929,208 +31%
CS
5
Credit Suisse
Switzerland
$1.69B 91,892,999 -1,927,237 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.68B 91,308,995 +2,903,259 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.67B 91,063,091 +4,250,147 +5%
Franklin Resources
8
Franklin Resources
California
$1.2B 65,055,289 +2,520,690 +4%
Fisher Asset Management
9
Fisher Asset Management
Washington
$789M 42,907,502 +1,604,297 +4%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$730M 40,683,679 -672,822 -2%
Zurich Cantonal Bank
11
Zurich Cantonal Bank
Switzerland
$699M 38,230,972 -211,170 -0.5%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$688M 37,409,645 +1,754,930 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$632M 34,342,996 -35,645 -0.1%
Invesco
14
Invesco
Georgia
$614M 33,410,820 +2,914,239 +10%
Deutsche Bank
15
Deutsche Bank
Germany
$459M 24,975,195 +3,038,816 +14%
Allianz Asset Management
16
Allianz Asset Management
Germany
$401M 21,758,540 +938,277 +5%
AAMU
17
Amundi Asset Management US
Massachusetts
$352M 19,151,753 +19,151,753 New
State Street
18
State Street
Massachusetts
$270M 14,669,887 -1,613,524 -10%
Goldman Sachs
19
Goldman Sachs
New York
$263M 14,279,654 +635,552 +5%
Pzena Investment Management
20
Pzena Investment Management
New York
$204M 11,068,827 -4,768 -0%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$198M 10,771,200 -472,100 -4%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$192M 10,458,951 +740,383 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$185M 10,058,404 -130,827 -1%
PP
24
Prudential plc
United Kingdom
$176M 9,589,456 +44,023 +0.5%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$152M 8,292,223 +1,840,644 +29%
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