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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$2.47B 153,036,667 +7,791,825 +5%
Norges Bank
2
Norges Bank
Norway
$2.4B 148,954,832 -7,656,186 -5%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B 136,816,881 -6,716,573 -5%
UBS Group
4
UBS Group
Switzerland
$1.84B 113,697,113 -4,117,609 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.78B 109,632,679 +141,281 +0.1%
CS
6
Credit Suisse
Switzerland
$1.69B 103,951,677 -6,471,346 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$847M 52,696,753 -5,621,375 -10%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$684M 42,550,996 +2,019,155 +5%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$454M 28,221,450 +688,301 +2%
Goldman Sachs
10
Goldman Sachs
New York
$444M 27,402,693 -282,420 -1%
Vontobel Holding
11
Vontobel Holding
Switzerland
$401M 24,407,460 -2,297,753 -9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$378M 23,329,912 +1,127,816 +5%
Allianz Asset Management
13
Allianz Asset Management
Germany
$336M 20,872,246 +929,684 +5%
Deutsche Bank
14
Deutsche Bank
Germany
$318M 19,598,682 +17,999 +0.1%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$299M 18,433,936 -1,415,168 -7%
Amundi
16
Amundi
France
$249M 16,342,219 -5,055,248 -24%
DZ Bank
17
DZ Bank
Germany
$200M 12,451,974 +2,685,162 +27%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$180M 11,197,480 +652,843 +6%
Axa
19
Axa
France
$171M 10,553,784 -975,554 -8%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$166M 10,286,036 +869,126 +9%
Bank of America
21
Bank of America
North Carolina
$151M 9,303,626 -2,554,378 -22%
Morgan Stanley
22
Morgan Stanley
New York
$142M 8,779,935 +5,474,758 +166%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$139M 8,576,530 -428,334 -5%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$134M 8,360,613 -341,139 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$116M 7,124,731 +190,784 +3%
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