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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.01B
2
BIP
2
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
5
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$242K
2
Dodge & Cox
2
Dodge & Cox
California
$1.29B
3
CS
3
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
5
Bank of America
North Carolina
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$2.41B 171,136,814 +3,378,896 +2%
UBS Group
2
UBS Group
Switzerland
$2.01B 160,829,424 +35,900,455 +29%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.86B 131,608,656 -7,929,912 -6%
CS
4
Credit Suisse
Switzerland
$1.55B 109,342,378 -10,877,743 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.48B 104,935,551 -405,625 -0.4%
Dodge & Cox
6
Dodge & Cox
California
$1.29B 92,313,242 -13,345,000 -13%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$626M 44,389,292 -2,815,433 -6%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$589M 41,787,045 +2,623,336 +7%
Capital International Investors
9
Capital International Investors
California
$563M 40,267,546 +1,946,602 +5%
Goldman Sachs
10
Goldman Sachs
New York
$486M 34,396,354 +5,617,017 +20%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$421M 29,874,327 +3,699,238 +14%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$288M 20,370,041 +365,144 +2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$285M 20,212,437 +6,403,330 +46%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$284M 20,122,884 +2,940,418 +17%
Deutsche Bank
15
Deutsche Bank
Germany
$265M 18,763,094 -2,981,755 -14%
BIP
16
Brandes Investment Partners
California
$247M 17,555,859 +15,138,647 +626%
DZ Bank
17
DZ Bank
Germany
$212M 15,037,315 -5,717,935 -28%
AAMU
18
Amundi Asset Management US
Massachusetts
$210M 14,880,735 -3,849,130 -21%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$207M 14,648,851 +12,916,840 +746%
Bank of America
20
Bank of America
North Carolina
$163M 11,536,125 -6,695,773 -37%
DekaBank Deutsche Girozentrale
21
DekaBank Deutsche Girozentrale
Germany
$163M 11,489,070 +1,592,175 +16%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$124M 8,118,577 +1,159,536 +17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$118M 8,383,618 -247,178 -3%
Axa
24
Axa
France
$106M 7,512,456 +2,726,578 +57%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$91.5M 6,474,994 +2,682,043 +71%
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