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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$3.42B
2
Capital World Investors
2
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$411M
4
Bank of America
4
Bank of America
North Carolina
$346M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.31B
2
PL
2
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$3.42B 169,075,485 +15,662,771 +10%
Dodge & Cox
2
Dodge & Cox
California
$3.14B 155,338,692 +226,879 +0.1%
UBS Group
3
UBS Group
Switzerland
$2.31B 113,827,839 -188,590,954 -62%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.28B 112,422,165 +601,858 +0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B 111,079,158 +7,215,957 +7%
CS
6
Credit Suisse
Switzerland
$2.09B 102,867,647 -1,431,078 -1%
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$860M 42,497,470 -1,218,161 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$756M 37,328,316 +1,504,213 +4%
Goldman Sachs
9
Goldman Sachs
New York
$749M 36,961,934 -731,129 -2%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$562M 27,778,145 -1,666,273 -6%
Deutsche Bank
11
Deutsche Bank
Germany
$448M 22,116,895 +5,433,526 +33%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$411M 20,281,210 +9,661,130 +91%
Capital World Investors
13
Capital World Investors
California
$367M 18,056,807 +11,900,050 +193%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$366M 18,100,056 -1,140,211 -6%
Amundi
15
Amundi
France
$352M 17,209,017 +2,464,731 +17%
Bank of America
16
Bank of America
North Carolina
$346M 17,065,749 +8,626,468 +102%
DZ Bank
17
DZ Bank
Germany
$263M 13,018,760 +1,196,511 +10%
Vontobel Holding
18
Vontobel Holding
Switzerland
$235M 11,650,853 -2,244,330 -16%
Morgan Stanley
19
Morgan Stanley
New York
$219M 10,779,659 +1,123,920 +12%
Citigroup
20
Citigroup
New York
$181M 8,964,272 +5,218,321 +139%
CCM
21
Causeway Capital Management
California
$180M 8,903,128 -747,512 -8%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$160M 7,898,625 -1,227,680 -13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$153M 7,553,670 -1,743,984 -19%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$150M 7,405,836 -2,106,970 -22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$140M 6,917,590 +47,315 +0.7%
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