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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.64B
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$311M
3
Goldman Sachs
3
Goldman Sachs
New York
$471M
4
GQG Partners
4
GQG Partners
Florida
$118M
5
CS
5
Credit Suisse
Switzerland
$1.3B

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.73B
2
Franklin Resources
2
Franklin Resources
California
$183M
3
Invesco
3
Invesco
Georgia
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$164M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$29M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$1.83B 145,259,827 +261,000 +0.2%
Norges Bank
2
Norges Bank
Norway
$1.82B 143,808,460 +4,315,084 +3%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.73B 137,699,436 -24,246,297 -15%
UBS Group
4
UBS Group
Switzerland
$1.64B 129,979,478 +124,260,172 +2,173%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.33B 105,853,426 +1,414,679 +1%
CS
6
Credit Suisse
Switzerland
$1.3B 103,600,139 +8,783,590 +9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$673M 53,362,545 -4,042,208 -7%
Fisher Asset Management
8
Fisher Asset Management
Washington
$660M 52,446,303 -44,692 -0.1%
Goldman Sachs
9
Goldman Sachs
New York
$471M 37,470,346 +13,948,797 +59%
Zurich Cantonal Bank
10
Zurich Cantonal Bank
Switzerland
$470M 37,254,584 -584,487 -2%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$311M 24,615,106 +24,615,106 New
Deutsche Bank
12
Deutsche Bank
Germany
$274M 21,806,329 +1,441,038 +7%
Bank of America
13
Bank of America
North Carolina
$222M 17,663,489 -4,692,400 -21%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$209M 16,650,669 -2,205,551 -12%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$209M 16,549,209 +1,955,156 +13%
Allianz Asset Management
16
Allianz Asset Management
Germany
$207M 16,402,361 +3,641,583 +29%
AAMU
17
Amundi Asset Management US
Massachusetts
$205M 16,299,392 +3,221,093 +25%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$188M 14,896,670 -2,100,899 -12%
Franklin Resources
19
Franklin Resources
California
$183M 14,511,112 -14,221,733 -49%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$164M 13,053,344 -8,125,870 -38%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$151M 12,329,442 +168,462 +1%
Renaissance Technologies
22
Renaissance Technologies
New York
$138M 10,961,100 +1,606,600 +17%
GQG Partners
23
GQG Partners
Florida
$118M 9,350,211 +9,350,211 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$110M 8,727,380 +529,392 +6%
Pzena Investment Management
25
Pzena Investment Management
New York
$96.2M 7,645,713 +615,007 +9%
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