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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
2
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$623M
5
O
5
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
4
DZ Bank
Germany
$8.42M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$399M
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.91B 157,814,595 -3,093,273 -2%
Dodge & Cox
2
Dodge & Cox
California
$1.56B 129,000,027 +248,000 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.23B 101,364,310 -1,336,621 -1%
CS
4
Credit Suisse
Switzerland
$1.15B 94,878,848 -1,416,040 -1%
Norges Bank
5
Norges Bank
Norway
$1.1B 90,834,218 -3,745,766 -4%
Franklin Resources
6
Franklin Resources
California
$914M 75,381,847 -12,234 -0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$640M 52,800,402 -16,430,518 -24%
Fisher Asset Management
8
Fisher Asset Management
Washington
$623M 51,404,707 +2,577,441 +5%
Zurich Cantonal Bank
9
Zurich Cantonal Bank
Switzerland
$504M 41,589,223 -2,006,907 -5%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$418M 34,668,595 -5,633,341 -14%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$399M 32,945,609 -9,762,845 -23%
Capital Research Global Investors
12
Capital Research Global Investors
California
$392M 32,348,770 -2,743,949 -8%
Deutsche Bank
13
Deutsche Bank
Germany
$369M 30,510,006 -808,524 -3%
AAMU
14
Amundi Asset Management US
Massachusetts
$368M 30,372,544 +11,893,142 +64%
Invesco
15
Invesco
Georgia
$248M 20,502,616 -3,446,057 -14%
Bank of America
16
Bank of America
North Carolina
$215M 17,749,854 +1,383,501 +8%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$181M 14,932,808 +336,196 +2%
State Street
18
State Street
Massachusetts
$177M 14,589,485 -154,122 -1%
Goldman Sachs
19
Goldman Sachs
New York
$172M 14,227,720 -1,200,046 -8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$165M 13,600,806 -10,777,271 -44%
Allianz Asset Management
21
Allianz Asset Management
Germany
$161M 13,296,048 -1,771,587 -12%
Flossbach Von Storch
22
Flossbach Von Storch
Germany
$148M 12,180,930 +164,080 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$114M 9,411,694 -359,831 -4%
Wells Fargo
24
Wells Fargo
California
$114M 9,398,635 +722,163 +8%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$101M 8,311,433 -193,683 -2%
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