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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.58B
2
Dodge & Cox
2
Dodge & Cox
California
$1.65B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$166M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$266M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$64.7M
2
Invesco
2
Invesco
Georgia
$199M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$213M
4
BIP
4
Brandes Investment Partners
California
$44M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$59.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.83B 161,945,733 +3,601,407 +2%
Dodge & Cox
2
Dodge & Cox
California
$1.65B 144,998,827 +15,857,400 +12%
Norges Bank
3
Norges Bank
Norway
$1.58B 139,493,376 +28,630,179 +26%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.18B 104,438,747 +90,073 +0.1%
CS
5
Credit Suisse
Switzerland
$1.07B 94,816,549 -6,158,606 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$651M 57,404,753 -743,267 -1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$594M 52,490,995 +1,384,055 +3%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$430M 37,839,071 -3,422,622 -8%
Franklin Resources
9
Franklin Resources
California
$326M 28,732,845 -7,329,540 -20%
Goldman Sachs
10
Goldman Sachs
New York
$266M 23,521,549 +4,713,575 +25%
Bank of America
11
Bank of America
North Carolina
$253M 22,355,889 +188,474 +0.9%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$240M 21,179,214 +8,167,593 +63%
Deutsche Bank
13
Deutsche Bank
Germany
$230M 20,365,291 -5,449,229 -21%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$213M 18,856,220 -19,752,661 -51%
Invesco
15
Invesco
Georgia
$199M 17,567,546 -21,561,734 -55%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$193M 16,997,569 +4,421,526 +35%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$166M 14,594,053 +9,661,245 +196%
AAMU
18
Amundi Asset Management US
Massachusetts
$148M 13,078,299 -3,172,727 -20%
Allianz Asset Management
19
Allianz Asset Management
Germany
$145M 12,760,778 -2,220,635 -15%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$137M 12,160,980 -1,346,431 -10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$110M 9,741,512 +77,347 +0.8%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$108M 9,507,737 +2,866,079 +43%
Wells Fargo
23
Wells Fargo
California
$106M 9,369,803 +74,029 +0.8%
Renaissance Technologies
24
Renaissance Technologies
New York
$106M 9,354,500 +4,393,900 +89%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$92.7M 8,197,988 -307,550 -4%
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