UBS icon

UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.49B 158,122,423 -1,492,178 -0.9%
Dodge & Cox
2
Dodge & Cox
California
$1.67B 105,532,270 +105,532,270 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.64B 103,833,200 +6,102,113 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.57B 99,498,515 +2,120,152 +2%
Norges Bank
5
Norges Bank
Norway
$1.56B 98,161,275 -11,770,484 -11%
UBS Group
6
UBS Group
Switzerland
$1.47B 93,664,295 -1,963,806 -2%
CS
7
Credit Suisse
Switzerland
$1.47B 93,236,771 -7,322,088 -7%
Franklin Resources
8
Franklin Resources
California
$1.24B 78,225,457 +7,711,053 +11%
Fisher Asset Management
9
Fisher Asset Management
Washington
$756M 48,054,057 +1,590,059 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$668M 42,465,250 +9,760,996 +30%
Capital Research Global Investors
11
Capital Research Global Investors
California
$663M 41,965,819 -28,171,894 -40%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$658M 42,442,056 +3,534,404 +9%
Zurich Cantonal Bank
13
Zurich Cantonal Bank
Switzerland
$635M 40,042,751 +3,136,535 +8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$579M 36,742,028 +1,544,547 +4%
Deutsche Bank
15
Deutsche Bank
Germany
$417M 26,518,267 -7,800,445 -23%
Invesco
16
Invesco
Georgia
$417M 26,478,086 -3,095,580 -10%
Capital World Investors
17
Capital World Investors
California
$331M 20,961,166 +20,961,166 New
Goldman Sachs
18
Goldman Sachs
New York
$254M 16,170,102 -3,334,044 -17%
Bank of America
19
Bank of America
North Carolina
$250M 15,919,189 +3,171,759 +25%
AAMU
20
Amundi Asset Management US
Massachusetts
$249M 15,857,046 +2,272,568 +17%
State Street
21
State Street
Massachusetts
$234M 14,846,044 -285,610 -2%
Allianz Asset Management
22
Allianz Asset Management
Germany
$207M 13,057,338 -1,663,762 -11%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$194M 12,346,812 +3,450,053 +39%
Flossbach Von Storch
24
Flossbach Von Storch
Germany
$190M 11,991,850 +236,000 +2%
Wells Fargo
25
Wells Fargo
California
$171M 10,841,113 -329,538 -3%
1
2 3 4 5