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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
1
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$132M
3
AL
3
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
5
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.72B
2
Norges Bank
2
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
5
Marshall Wace Asia
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.76B 156,263,642 -3,792,644 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.31B 131,835,832 +6,022,524 +5%
Norges Bank
3
Norges Bank
Norway
$1.97B 112,311,790 -14,531,974 -11%
UBS Group
4
UBS Group
Switzerland
$1.72B 97,622,691 -39,689,464 -29%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.66B 93,988,664 +2,679,669 +3%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.6B 91,024,983 -38,108 -0%
CS
7
Credit Suisse
Switzerland
$1.6B 90,650,172 -1,242,827 -1%
Franklin Resources
8
Franklin Resources
California
$1.19B 67,542,854 +2,487,565 +4%
Fisher Asset Management
9
Fisher Asset Management
Washington
$784M 44,392,584 +1,485,082 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$699M 39,606,006 +2,196,361 +6%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$680M 40,472,616 -211,063 -0.5%
Zurich Cantonal Bank
12
Zurich Cantonal Bank
Switzerland
$654M 37,300,636 -930,336 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$638M 36,218,014 +1,875,018 +5%
Invesco
14
Invesco
Georgia
$574M 32,524,432 -886,388 -3%
Deutsche Bank
15
Deutsche Bank
Germany
$387M 21,932,749 -3,042,446 -12%
Allianz Asset Management
16
Allianz Asset Management
Germany
$365M 20,836,633 -921,907 -4%
AAMU
17
Amundi Asset Management US
Massachusetts
$355M 20,097,982 +946,229 +5%
State Street
18
State Street
Massachusetts
$257M 14,579,412 -90,475 -0.6%
Goldman Sachs
19
Goldman Sachs
New York
$245M 13,900,733 -378,921 -3%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$226M 12,871,900 +2,100,700 +20%
Flossbach Von Storch
21
Flossbach Von Storch
Germany
$207M 11,740,600 +11,740,600 New
Pzena Investment Management
22
Pzena Investment Management
New York
$189M 10,688,586 -380,241 -3%
Bank of America
23
Bank of America
North Carolina
$188M 10,668,408 +2,648,675 +33%
PP
24
Prudential plc
United Kingdom
$183M 10,349,535 +760,079 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$172M 9,814,290 -244,114 -2%
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