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UBS Group
UBS

Overview Fund Activity

300 hedge funds and large institutions have $11.5B invested in UBS Group in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 50 closing their positions.

Holders
300
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
55
Increased
106
Reduced
93
Closed
50
Calls
$254M
Puts
$433M
Net Calls
-$179M
Net Calls Change
-$34.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.5B
2
Norges Bank
2
Norges Bank
Norway
$1.41B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.02B
4
Deutsche Bank
4
Deutsche Bank
Germany
$238M
5
DZ Bank
5
DZ Bank
Germany
$43.8M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$12.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$184M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$5.83M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$52.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.5B 161,866,451 +31,886,973 +25%
Norges Bank
2
Norges Bank
Norway
$1.41B 155,558,626 +11,750,166 +8%
Dodge & Cox
3
Dodge & Cox
California
$1.36B 145,287,527 +27,700 +0%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.28B 138,557,377 +857,941 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.02B 109,768,656 +3,915,230 +4%
CS
6
Credit Suisse
Switzerland
$966M 104,279,137 +678,998 +0.7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$486M 52,022,655 -1,339,890 -3%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$373M 39,849,387 +2,594,803 +7%
Deutsche Bank
9
Deutsche Bank
Germany
$238M 25,686,885 +3,880,556 +18%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$227M 24,258,477 -356,629 -1%
Goldman Sachs
11
Goldman Sachs
New York
$184M 19,820,591 -17,649,755 -47%
Bank of America
12
Bank of America
North Carolina
$175M 18,903,802 +1,240,313 +7%
Allianz Asset Management
13
Allianz Asset Management
Germany
$144M 15,397,890 -1,004,471 -6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$140M 15,075,402 -1,575,267 -9%
AAMU
15
Amundi Asset Management US
Massachusetts
$136M 14,661,233 -1,638,159 -10%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$128M 13,771,262 +717,918 +5%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$93.5M 10,120,991 -2,208,451 -18%
Renaissance Technologies
18
Renaissance Technologies
New York
$87.2M 9,418,400 -1,542,700 -14%
Pzena Investment Management
19
Pzena Investment Management
New York
$72.4M 7,814,315 +168,602 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$70.3M 7,594,401 -34,807 -0.5%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$60.8M 6,756,588 -1,970,792 -23%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$57.1M 6,110,481 -206,194 -3%
MGIM
23
M&G Investment Management
United Kingdom
$56.7M 6,053,079 +477,919 +9%
Fidelity International
24
Fidelity International
Bermuda
$55.7M 6,076,525 -89,274 -1%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$52.1M 5,574,553 -10,974,656 -66%
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