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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$526M
2
CS
2
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
3
Goldman Sachs
New York
$299M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$502M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.45B 159,614,601 +3,350,959 +2%
Norges Bank
2
Norges Bank
Norway
$1.7B 109,931,759 -2,380,031 -2%
CS
3
Credit Suisse
Switzerland
$1.54B 100,558,859 +9,908,687 +11%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.51B 97,731,087 -34,104,745 -26%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.49B 97,378,363 +3,389,699 +4%
UBS Group
6
UBS Group
Switzerland
$1.47B 95,628,101 -1,994,590 -2%
Franklin Resources
7
Franklin Resources
California
$1.09B 70,514,404 +2,971,550 +4%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.09B 70,137,713 -20,887,270 -23%
Fisher Asset Management
9
Fisher Asset Management
Washington
$713M 46,463,998 +2,071,414 +5%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$589M 38,907,652 -1,564,964 -4%
Zurich Cantonal Bank
11
Zurich Cantonal Bank
Switzerland
$570M 36,906,216 -394,420 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$543M 35,197,481 -1,020,533 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$526M 34,318,712 +12,385,963 +56%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$502M 32,704,254 -6,901,752 -17%
Invesco
15
Invesco
Georgia
$454M 29,573,666 -2,950,766 -9%
ClearBridge Investments
16
ClearBridge Investments
New York
$346M 2,257,007 +38,616 +2%
Goldman Sachs
17
Goldman Sachs
New York
$299M 19,504,146 +5,603,413 +40%
State Street
18
State Street
Massachusetts
$232M 15,131,654 +552,242 +4%
Allianz Asset Management
19
Allianz Asset Management
Germany
$227M 14,721,100 -6,115,533 -29%
AAMU
20
Amundi Asset Management US
Massachusetts
$208M 13,584,478 -6,513,504 -32%
Bank of America
21
Bank of America
North Carolina
$196M 12,747,430 +2,079,022 +19%
Flossbach Von Storch
22
Flossbach Von Storch
Germany
$182M 11,755,850 +15,250 +0.1%
Wells Fargo
23
Wells Fargo
California
$171M 11,170,651 +1,844,479 +20%
Pzena Investment Management
24
Pzena Investment Management
New York
$165M 10,777,590 +89,004 +0.8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$155M 10,021,478 +207,188 +2%
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