UBS icon

UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$311M
2
UBS Group
2
UBS Group
Switzerland
$2.22B
3
Amundi
3
Amundi
France
$227M
4
Invesco
4
Invesco
Georgia
$85.1M
5
Deutsche Bank
5
Deutsche Bank
Germany
$427M

Top Sellers

1
BIP
1
Brandes Investment Partners
California
$35.9M
2
CS
2
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
3
Goldman Sachs
New York
$435M
4
GQG Partners
4
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$2.39B 156,233,658 +39,453 +0%
UBS Group
2
UBS Group
Switzerland
$2.22B 144,795,260 +17,231,816 +14%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.06B 134,610,772 +3,117,157 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.62B 105,654,676 -118,520 -0.1%
CS
5
Credit Suisse
Switzerland
$1.59B 102,950,504 -13,447,830 -12%
Dodge & Cox
6
Dodge & Cox
California
$1.37B 89,564,542 +248,900 +0.3%
Capital International Investors
7
Capital International Investors
California
$708M 46,222,902 -1,766,010 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$685M 44,739,956 +1,068,951 +2%
Zurich Cantonal Bank
9
Zurich Cantonal Bank
Switzerland
$612M 39,560,453 -1,944,717 -5%
Goldman Sachs
10
Goldman Sachs
New York
$435M 28,386,077 -12,122,757 -30%
Deutsche Bank
11
Deutsche Bank
Germany
$427M 27,843,246 +4,916,233 +21%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$421M 27,497,478 -4,977,788 -15%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$322M 21,002,860 -99,468 -0.5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$321M 20,933,001 +4,284,436 +26%
Allianz Asset Management
15
Allianz Asset Management
Germany
$316M 20,605,079 -1,434,128 -7%
Vontobel Holding
16
Vontobel Holding
Switzerland
$311M 20,120,082 +20,120,082 New
DZ Bank
17
DZ Bank
Germany
$240M 15,685,123 -524,552 -3%
Amundi
18
Amundi
France
$227M 14,768,136 +14,768,136 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$216M 14,104,363 -2,620,201 -16%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$159M 10,403,421 -2,596,949 -20%
Bank of America
21
Bank of America
North Carolina
$141M 9,219,460 +511,930 +6%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$132M 8,584,975 -78,784 -0.9%
Ameriprise
23
Ameriprise
Minnesota
$130M 8,546,911 +1,361,841 +19%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$127M 8,164,155 +627,548 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$119M 7,782,518 -682,097 -8%
1
2 3 4 5