UBS icon

UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.84B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.3B
2
Barclays
2
Barclays
United Kingdom
$0
3
Capital International Investors
3
Capital International Investors
California
$183M
4
Goldman Sachs
4
Goldman Sachs
New York
$541M
5
DZ Bank
5
DZ Bank
Germany
$193M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$3.08B 156,611,018 -7,599,027 -5%
Dodge & Cox
2
Dodge & Cox
California
$2.84B 145,244,842 +41,128,200 +40%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.8B 143,533,454 +6,510,874 +5%
UBS Group
4
UBS Group
Switzerland
$2.3B 117,814,722 -36,128,255 -23%
CS
5
Credit Suisse
Switzerland
$2.16B 110,423,023 +5,336,027 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.14B 109,491,398 -12,627 -0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.15B 58,318,128 +15,584,492 +36%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$799M 40,531,841 -2,692,589 -6%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$543M 27,533,149 -1,402,365 -5%
Goldman Sachs
10
Goldman Sachs
New York
$541M 27,685,113 -8,760,044 -24%
Vontobel Holding
11
Vontobel Holding
Switzerland
$522M 26,705,213 +2,257,834 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$434M 22,202,096 +182,734 +0.8%
Amundi
13
Amundi
France
$398M 21,397,467 -477,769 -2%
Allianz Asset Management
14
Allianz Asset Management
Germany
$393M 19,942,562 -1,061,550 -5%
Deutsche Bank
15
Deutsche Bank
Germany
$383M 19,580,683 -1,882,321 -9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$383M 19,849,104 -1,792,264 -8%
Bank of America
17
Bank of America
North Carolina
$232M 11,858,004 +3,829,443 +48%
Axa
18
Axa
France
$225M 11,529,338 +2,626,944 +30%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$208M 10,544,637 +2,560,083 +32%
DZ Bank
20
DZ Bank
Germany
$193M 9,766,812 -8,147,396 -45%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$189M 9,564,467 +9,266,627 +3,111%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$185M 9,416,910 +9,416,910 New
Capital International Investors
23
Capital International Investors
California
$183M 9,381,245 -21,429,000 -70%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$176M 9,004,864 +569,751 +7%
DekaBank Deutsche Girozentrale
25
DekaBank Deutsche Girozentrale
Germany
$174M 8,701,752 -2,495,456 -22%
1
2 3 4 5