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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $24.7B invested in UBS Group in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 138 increasing their positions, 113 reducing their positions, and 39 closing their positions.

Holders
367
Holders Change
+10
Holders Change %
+2.8%
% of All Funds
5.67%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
54
Increased
138
Reduced
113
Closed
39
Calls
$586M
Puts
$1.21B
Net Calls
-$623M
Net Calls Change
-$90.9M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$486M
2
UBS Group
2
UBS Group
Switzerland
$2.75B
3
TIM
3
Thornburg Investment Management
New Mexico
$146M
4
Goldman Sachs
4
Goldman Sachs
New York
$651M
5
Amundi
5
Amundi
France
$428M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$555M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$43.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$387M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$770M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$2.96B 164,210,045 -752,433 -0.5%
UBS Group
2
UBS Group
Switzerland
$2.75B 153,942,977 +12,639,404 +9%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.45B 137,022,580 +5,765,285 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.96B 109,504,025 +2,085,577 +2%
CS
5
Credit Suisse
Switzerland
$1.88B 105,086,996 +3,856,855 +4%
Dodge & Cox
6
Dodge & Cox
California
$1.87B 104,116,642 +3,922,400 +4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$770M 42,733,636 -2,075,919 -5%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$767M 43,224,430 +548,440 +1%
Goldman Sachs
9
Goldman Sachs
New York
$651M 36,445,157 +8,075,806 +28%
Capital International Investors
10
Capital International Investors
California
$555M 30,810,245 -15,307,431 -33%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$521M 28,935,514 +167,073 +0.6%
Barclays
12
Barclays
United Kingdom
$486M 27,173,428 +27,173,428 New
Vontobel Holding
13
Vontobel Holding
Switzerland
$440M 24,447,379 -629,531 -3%
Amundi
14
Amundi
France
$428M 21,875,236 +5,714,232 +35%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$394M 22,019,362 +106,726 +0.5%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$387M 21,641,368 -6,179,369 -22%
Deutsche Bank
17
Deutsche Bank
Germany
$384M 21,463,004 +2,785,090 +15%
Allianz Asset Management
18
Allianz Asset Management
Germany
$379M 21,004,112 +654,401 +3%
DZ Bank
19
DZ Bank
Germany
$322M 17,914,208 +3,729,190 +26%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$201M 11,197,208 +240,538 +2%
Ameriprise
21
Ameriprise
Minnesota
$160M 8,855,661 -324,210 -4%
Axa
22
Axa
France
$159M 8,902,394 +1,329,319 +18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$151M 8,435,113 -2,004,207 -19%
TIM
24
Thornburg Investment Management
New Mexico
$146M 8,101,646 +8,045,106 +14,229%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$144M 7,984,554 -814,152 -9%
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