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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$1.73B 167,757,918 -1,000,116 -0.6%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.56B 139,538,568 +2,290,232 +2%
UBS Group
3
UBS Group
Switzerland
$1.39B 124,928,969 -705,664 -0.6%
CS
4
Credit Suisse
Switzerland
$1.34B 120,220,121 +13,579,702 +13%
Dodge & Cox
5
Dodge & Cox
California
$1.18B 105,658,242 -22,845,200 -18%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.17B 105,341,176 -1,258,667 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$529M 47,204,725 +110,198 +0.2%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$439M 39,163,709 -432,753 -1%
Capital International Investors
9
Capital International Investors
California
$428M 38,320,944 +8,962,928 +31%
Goldman Sachs
10
Goldman Sachs
New York
$321M 28,779,337 +1,520,347 +6%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$293M 26,175,089 -665,762 -2%
GQG Partners
12
GQG Partners
Florida
$273M 24,379,436 +24,379,436 New
Deutsche Bank
13
Deutsche Bank
Germany
$242M 21,744,849 +1,165,703 +6%
DZ Bank
14
DZ Bank
Germany
$233M 20,755,250 +916,313 +5%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$220M 20,004,897 +4,731,536 +31%
AAMU
16
Amundi Asset Management US
Massachusetts
$209M 18,729,865 +1,385,650 +8%
Bank of America
17
Bank of America
North Carolina
$203M 18,231,898 -3,235,677 -15%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$192M 17,182,466 +1,352,192 +9%
Allianz Asset Management
19
Allianz Asset Management
Germany
$155M 13,809,107 +645,362 +5%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$109M 9,896,895 +8,012 +0.1%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$105M 9,354,887 +131,773 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$96.2M 8,630,796 +940,644 +12%
Marshall Wace
23
Marshall Wace
United Kingdom
$91.9M 8,199,014 -877,423 -10%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$84.9M 8,195,749 +1,279,234 +18%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$80.6M 6,959,041 -7,220 -0.1%
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