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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$841M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
5
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.18B
2
CS
2
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$2.97B 159,315,717 +1,711,400 +1%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.47B 132,059,609 +1,258,049 +1%
UBS Group
3
UBS Group
Switzerland
$2.26B 121,007,704 -1,405,466 -1%
Norges Bank
4
Norges Bank
Norway
$2.18B 117,305,480 -5,863,770 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.03B 108,860,630 -519,903 -0.5%
CS
6
Credit Suisse
Switzerland
$1.83B 98,021,281 -5,831,328 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$887M 47,705,075 -3,641,463 -7%
Goldman Sachs
8
Goldman Sachs
New York
$841M 45,066,018 +11,491,181 +34%
Zurich Cantonal Bank
9
Zurich Cantonal Bank
Switzerland
$807M 43,421,063 +560,250 +1%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$584M 31,398,658 +574,144 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$428M 22,916,481 -907,198 -4%
Amundi
12
Amundi
France
$416M 20,384,259 +987,293 +5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$404M 21,621,237 +4,518,549 +26%
Deutsche Bank
14
Deutsche Bank
Germany
$315M 16,853,941 -1,051,018 -6%
Vontobel Holding
15
Vontobel Holding
Switzerland
$286M 15,297,820 -1,889,494 -11%
Allianz Asset Management
16
Allianz Asset Management
Germany
$278M 14,934,730 -170,404 -1%
DZ Bank
17
DZ Bank
Germany
$273M 14,685,341 +649,270 +5%
Axa
18
Axa
France
$214M 11,456,432 +154,722 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$194M 10,389,798 +1,633,005 +19%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$194M 10,407,879 -688,956 -6%
Morgan Stanley
21
Morgan Stanley
New York
$181M 9,682,327 +520,403 +6%
Bank of America
22
Bank of America
North Carolina
$174M 9,305,093 +139,657 +2%
DekaBank Deutsche Girozentrale
23
DekaBank Deutsche Girozentrale
Germany
$169M 9,039,098 -1,198,455 -12%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$168M 9,018,365 -551,715 -6%
Fidelity International
25
Fidelity International
Bermuda
$144M 7,715,733 -795,687 -9%
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