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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$337M
2
DZ Bank
2
DZ Bank
Germany
$228M
3
Norges Bank
3
Norges Bank
Norway
$1.84B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
5
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
2
Dodge & Cox
California
$1.48B
3
Deutsche Bank
3
Deutsche Bank
Germany
$237M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$1.84B 168,758,034 +13,199,408 +8%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.58B 137,248,336 -1,309,041 -0.9%
Dodge & Cox
3
Dodge & Cox
California
$1.48B 128,503,442 -16,784,085 -12%
UBS Group
4
UBS Group
Switzerland
$1.45B 125,634,633 -36,231,818 -22%
CS
5
Credit Suisse
Switzerland
$1.23B 106,640,419 +2,361,282 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.23B 106,599,843 -3,168,813 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$542M 47,094,527 -4,928,128 -9%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$459M 39,596,462 -252,925 -0.6%
Capital International Investors
9
Capital International Investors
California
$337M 29,358,016 +28,014,350 +2,085%
Goldman Sachs
10
Goldman Sachs
New York
$315M 27,258,990 +7,438,399 +38%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$309M 26,840,851 +2,582,374 +11%
Bank of America
12
Bank of America
North Carolina
$248M 21,467,575 +2,563,773 +14%
Deutsche Bank
13
Deutsche Bank
Germany
$237M 20,579,146 -5,107,739 -20%
DZ Bank
14
DZ Bank
Germany
$228M 19,838,937 +15,156,155 +324%
AAMU
15
Amundi Asset Management US
Massachusetts
$200M 17,344,215 +2,682,982 +18%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$183M 15,830,274 +754,872 +5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$176M 15,273,361 +1,502,099 +11%
Allianz Asset Management
18
Allianz Asset Management
Germany
$151M 13,163,745 -2,234,145 -15%
DekaBank Deutsche Girozentrale
19
DekaBank Deutsche Girozentrale
Germany
$112M 9,888,883 +6,707,955 +211%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$106M 9,223,114 +7,374,577 +399%
Marshall Wace
21
Marshall Wace
United Kingdom
$104M 9,076,437 +7,498,056 +475%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$88.7M 7,690,152 +95,751 +1%
Pzena Investment Management
23
Pzena Investment Management
New York
$83.4M 7,228,718 -585,597 -7%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$81.3M 6,966,261 +209,673 +3%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$75.4M 6,916,515 -3,204,476 -32%
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