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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.99B 160,907,868 +2,785,445 +2%
Dodge & Cox
2
Dodge & Cox
California
$1.61B 128,752,027 +23,219,757 +22%
UBS Group
3
UBS Group
Switzerland
$1.54B 124,336,932 +30,672,637 +33%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.27B 102,700,931 +3,202,416 +3%
CS
5
Credit Suisse
Switzerland
$1.19B 96,294,888 +3,058,117 +3%
Norges Bank
6
Norges Bank
Norway
$1.17B 94,579,984 -3,581,291 -4%
Franklin Resources
7
Franklin Resources
California
$940M 75,394,081 -2,831,376 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$859M 69,230,920 -34,602,280 -33%
Fisher Asset Management
9
Fisher Asset Management
Washington
$604M 48,827,266 +773,209 +2%
Zurich Cantonal Bank
10
Zurich Cantonal Bank
Switzerland
$541M 43,596,130 +3,553,379 +9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$530M 42,708,454 +5,966,426 +16%
Capital Research Global Investors
12
Capital Research Global Investors
California
$437M 35,092,719 -6,873,100 -16%
Deutsche Bank
13
Deutsche Bank
Germany
$388M 31,318,530 +4,800,263 +18%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$302M 24,378,077 -18,087,173 -43%
Invesco
15
Invesco
Georgia
$296M 23,948,673 -2,529,413 -10%
Bank of America
16
Bank of America
North Carolina
$203M 16,366,353 +447,164 +3%
Goldman Sachs
17
Goldman Sachs
New York
$191M 15,427,766 -742,336 -5%
Allianz Asset Management
18
Allianz Asset Management
Germany
$187M 15,067,635 +2,010,297 +15%
State Street
19
State Street
Massachusetts
$183M 14,743,607 -102,437 -0.7%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$181M 14,596,612 +5,568,387 +62%
Flossbach Von Storch
21
Flossbach Von Storch
Germany
$150M 12,016,850 +25,000 +0.2%
DZ Bank
22
DZ Bank
Germany
$132M 10,650,414 +2,315,129 +28%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$121M 9,771,525 -101,736 -1%
Wells Fargo
24
Wells Fargo
California
$107M 8,676,472 -2,164,641 -20%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$105M 8,505,116 -3,841,696 -31%
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