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UBS Group
UBS

Overview Fund Activity

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.45B
2
Norges Bank
2
Norges Bank
Norway
$3.24B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$762M
4
CCM
4
Causeway Capital Management
California
$204M
5
CS
5
Credit Suisse
Switzerland
$2.23B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$406M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.39B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$227M
4
Goldman Sachs
4
Goldman Sachs
New York
$804M
5
Axa
5
Axa
France
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.45B 302,418,793 +181,411,089 +150%
Dodge & Cox
2
Dodge & Cox
California
$3.29B 155,111,813 -4,203,904 -3%
Norges Bank
3
Norges Bank
Norway
$3.24B 153,412,714 +36,107,234 +31%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.39B 111,820,307 -20,239,302 -15%
CS
5
Credit Suisse
Switzerland
$2.23B 104,298,725 +6,277,444 +6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.22B 103,863,201 -4,997,429 -5%
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$923M 43,715,631 +294,568 +0.7%
Goldman Sachs
8
Goldman Sachs
New York
$804M 37,693,063 -7,372,955 -16%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$762M 35,824,103 +12,907,622 +56%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$622M 29,444,418 -1,954,240 -6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$406M 19,240,267 -28,464,808 -60%
Deutsche Bank
12
Deutsche Bank
Germany
$356M 16,683,369 -170,572 -1%
Amundi
13
Amundi
France
$307M 14,744,286 -5,639,973 -28%
Vontobel Holding
14
Vontobel Holding
Switzerland
$293M 13,895,183 -1,402,637 -9%
DZ Bank
15
DZ Bank
Germany
$250M 11,822,249 -2,863,092 -19%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$227M 10,620,080 -11,001,157 -51%
Morgan Stanley
17
Morgan Stanley
New York
$206M 9,655,739 -26,588 -0.3%
CCM
18
Causeway Capital Management
California
$204M 9,650,640 +9,650,640 New
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$201M 9,512,806 +494,441 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$198M 9,297,654 -1,092,144 -11%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$193M 9,126,305 -1,281,574 -12%
Allianz Asset Management
22
Allianz Asset Management
Germany
$187M 8,854,712 -6,080,018 -41%
Bank of America
23
Bank of America
North Carolina
$180M 8,439,281 -865,812 -9%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$165M 7,807,303 -1,231,795 -14%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$145M 6,870,275 -59,032 -0.9%
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