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UBS Group
UBS

Overview Fund Activity

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.61B
2
Norges Bank
2
Norges Bank
Norway
$1.32B
3
Invesco
3
Invesco
Georgia
$464M
4
BIP
4
Brandes Investment Partners
California
$246M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$149M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$157M
3
State Street
3
State Street
Massachusetts
$0
4
AAMU
4
Amundi Asset Management US
Massachusetts
$193M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$258M
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.88B 158,344,326 +529,731 +0.3%
UBS Group
2
UBS Group
Switzerland
$1.61B 135,808,456 +129,545,549 +2,068%
Dodge & Cox
3
Dodge & Cox
California
$1.53B 129,141,427 +141,400 +0.1%
Norges Bank
4
Norges Bank
Norway
$1.32B 110,863,197 +20,028,979 +22%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.24B 104,348,674 +2,984,364 +3%
CS
6
Credit Suisse
Switzerland
$1.2B 100,975,155 +6,096,307 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$691M 58,148,020 +5,347,618 +10%
Fisher Asset Management
8
Fisher Asset Management
Washington
$606M 51,106,940 -297,767 -0.6%
Zurich Cantonal Bank
9
Zurich Cantonal Bank
Switzerland
$491M 41,261,693 -327,530 -0.8%
Invesco
10
Invesco
Georgia
$464M 39,129,280 +18,626,664 +91%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$458M 38,608,881 +5,663,272 +17%
Franklin Resources
12
Franklin Resources
California
$428M 36,062,385 -39,319,462 -52%
Deutsche Bank
13
Deutsche Bank
Germany
$306M 25,814,520 -4,695,486 -15%
Bank of America
14
Bank of America
North Carolina
$263M 22,167,415 +4,417,561 +25%
Capital Research Global Investors
15
Capital Research Global Investors
California
$258M 21,704,184 -10,644,586 -33%
BIP
16
Brandes Investment Partners
California
$246M 20,796,325 +16,505,934 +385%
Goldman Sachs
17
Goldman Sachs
New York
$223M 18,807,974 +4,580,254 +32%
AAMU
18
Amundi Asset Management US
Massachusetts
$193M 16,251,026 -14,121,518 -46%
Allianz Asset Management
19
Allianz Asset Management
Germany
$178M 14,981,413 +1,685,365 +13%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$157M 13,507,411 -21,161,184 -61%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$154M 13,011,621 -589,185 -4%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$150M 12,576,043 +4,904,575 +64%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$149M 12,605,458 +9,765,670 +344%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$115M 9,664,165 +252,471 +3%
Wells Fargo
25
Wells Fargo
California
$110M 9,295,774 -102,861 -1%
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