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UBS Group
UBS

Overview Fund Activity

363 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 40 closing their positions.

Holders
363
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
145
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Dodge & Cox
3
Dodge & Cox
California
$2.28B
4
Amundi
4
Amundi
France
$298M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$453M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.81B
2
Vontobel Holding
2
Vontobel Holding
Switzerland
$252M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.9B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$222M
5
Ameriprise
5
Ameriprise
Minnesota
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$2.28B 157,604,317 +4,567,650 +3%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.9B 130,801,560 -6,015,321 -4%
Norges Bank
3
Norges Bank
Norway
$1.81B 123,169,250 -25,785,582 -17%
UBS Group
4
UBS Group
Switzerland
$1.78B 122,413,170 +8,716,057 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.59B 109,380,533 -252,146 -0.2%
CS
6
Credit Suisse
Switzerland
$1.51B 103,852,609 -99,068 -0.1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$755M 51,346,538 -1,350,215 -3%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$630M 42,860,813 +309,817 +0.7%
Goldman Sachs
9
Goldman Sachs
New York
$487M 33,574,837 +6,172,144 +23%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$453M 30,824,514 +2,603,064 +9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$346M 23,823,679 +493,767 +2%
Amundi
12
Amundi
France
$298M 19,396,966 +3,054,747 +19%
Deutsche Bank
13
Deutsche Bank
Germany
$260M 17,904,959 -1,693,723 -9%
Vontobel Holding
14
Vontobel Holding
Switzerland
$252M 17,187,314 -7,220,146 -30%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$248M 17,102,688 -1,331,248 -7%
Allianz Asset Management
16
Allianz Asset Management
Germany
$222M 15,105,134 -5,767,112 -28%
DZ Bank
17
DZ Bank
Germany
$206M 14,036,071 +1,584,097 +13%
Axa
18
Axa
France
$164M 11,301,710 +747,926 +7%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$163M 11,096,835 -100,645 -0.9%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$153M 10,237,553 +1,876,940 +22%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$141M 9,570,080 -715,956 -7%
Bank of America
22
Bank of America
North Carolina
$133M 9,165,436 -138,190 -1%
Morgan Stanley
23
Morgan Stanley
New York
$133M 9,161,924 +381,989 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$127M 8,756,793 +180,263 +2%
Fidelity International
25
Fidelity International
Bermuda
$123M 8,511,420 +1,534,316 +22%
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