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UBS Group
UBS

Overview Fund Activity

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$463M
2
Dodge & Cox
2
Dodge & Cox
California
$1.6B
3
Norges Bank
3
Norges Bank
Norway
$2.66B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$443M
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$404M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$298M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$166M
3
UBS Group
3
UBS Group
Switzerland
$2.25B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.09B
5
CBT
5
Capital Bank & Trust
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$2.66B 164,962,478 +8,728,820 +6%
UBS Group
2
UBS Group
Switzerland
$2.25B 141,303,573 -3,491,687 -2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.09B 131,257,295 -3,353,477 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.71B 107,418,448 +1,763,772 +2%
CS
5
Credit Suisse
Switzerland
$1.61B 101,230,141 -1,720,363 -2%
Dodge & Cox
6
Dodge & Cox
California
$1.6B 100,194,242 +10,629,700 +12%
Capital International Investors
7
Capital International Investors
California
$737M 46,117,676 -105,226 -0.2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$721M 44,809,555 +69,599 +0.2%
Zurich Cantonal Bank
9
Zurich Cantonal Bank
Switzerland
$686M 42,675,990 +3,115,537 +8%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$463M 28,768,441 +28,768,441 New
Goldman Sachs
11
Goldman Sachs
New York
$452M 28,369,351 -16,726 -0.1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$443M 27,820,737 +6,887,736 +33%
Vontobel Holding
13
Vontobel Holding
Switzerland
$404M 25,076,910 +4,956,828 +25%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$349M 21,912,636 +909,776 +4%
Allianz Asset Management
15
Allianz Asset Management
Germany
$327M 20,349,711 -255,368 -1%
Deutsche Bank
16
Deutsche Bank
Germany
$298M 18,677,914 -9,165,332 -33%
Amundi
17
Amundi
France
$257M 16,161,004 +1,392,868 +9%
DZ Bank
18
DZ Bank
Germany
$228M 14,185,018 -1,500,105 -10%
Bank of America
19
Bank of America
North Carolina
$184M 11,574,242 +2,354,782 +26%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$177M 10,956,670 +553,249 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$166M 10,439,320 -3,665,043 -26%
Ameriprise
22
Ameriprise
Minnesota
$147M 9,179,871 +632,960 +7%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$141M 8,798,706 +213,731 +2%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$138M 8,488,598 +324,443 +4%
Axa
25
Axa
France
$121M 7,573,075 +252,636 +3%
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