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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$743M
2
GQG Partners
2
GQG Partners
Florida
$114M
3
CS
3
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
3
Dodge & Cox
California
$1.38B
4
SCCM
4
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$2.42B 156,194,205 -14,942,609 -9%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.04B 131,493,615 -115,041 -0.1%
CS
3
Credit Suisse
Switzerland
$1.81B 116,398,334 +7,055,956 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.64B 105,773,196 +837,645 +0.8%
Dodge & Cox
5
Dodge & Cox
California
$1.38B 89,315,642 -2,997,600 -3%
Capital International Investors
6
Capital International Investors
California
$743M 47,988,912 +7,721,366 +19%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$679M 43,671,005 -718,287 -2%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$645M 41,505,170 -281,875 -0.7%
Goldman Sachs
9
Goldman Sachs
New York
$629M 40,508,834 +6,112,480 +18%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$505M 32,475,266 +2,600,939 +9%
Deutsche Bank
11
Deutsche Bank
Germany
$356M 22,927,013 +4,163,919 +22%
Allianz Asset Management
12
Allianz Asset Management
Germany
$343M 22,039,207 +1,826,770 +9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$328M 21,102,328 +979,444 +5%
BIP
14
Brandes Investment Partners
California
$271M 17,441,523 -114,336 -0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$260M 16,724,564 +2,075,713 +14%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$259M 16,648,565 -3,721,476 -18%
DZ Bank
17
DZ Bank
Germany
$252M 16,209,675 +1,172,360 +8%
AAMU
18
Amundi Asset Management US
Massachusetts
$234M 15,069,620 +188,885 +1%
DekaBank Deutsche Girozentrale
19
DekaBank Deutsche Girozentrale
Germany
$203M 13,000,370 +1,511,300 +13%
Bank of America
20
Bank of America
North Carolina
$135M 8,707,530 -2,828,595 -25%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$135M 8,663,759 +6,434,512 +289%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$131M 8,464,615 +80,997 +1%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$122M 7,536,607 -581,970 -7%
GQG Partners
24
GQG Partners
Florida
$114M 7,342,614 +7,325,426 +42,619%
Ameriprise
25
Ameriprise
Minnesota
$109M 7,185,070 +3,761,539 +110%
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