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UBS Group

457 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.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

5% more funds holding

Funds holding: 434457 (+23)

3% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 158

3% more call options, than puts

Call options by funds: $839M | Put options by funds: $818M

1.55% less ownership

Funds ownership: 40.16%38.61% (-1.5%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

14% less capital invested

Capital invested by funds: $30B → $25.7B (-$4.31B)

Holders
457
Holders Change
+23
Holders Change %
+5.3%
% of All Funds
7.18%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.31%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
1
Norges Bank
Norway
$3.42B +$315M +15,662,771 +10%
Dodge & Cox
2
Dodge & Cox
California
$3.14B +$4.56M +226,879 +0.1%
UBS Group
3
UBS Group
Switzerland
$2.31B -$3.79B -188,590,954 -62%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.28B +$12.1M +601,858 +0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B +$145M +7,215,957 +7%
CS
6
Credit Suisse
Switzerland
$2.09B -$28.8M -1,431,078 -1%
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$860M -$24.5M -1,218,161 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$756M +$30.2M +1,504,213 +4%
Goldman Sachs
9
Goldman Sachs
New York
$749M -$14.7M -731,129 -2%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$562M -$33.5M -1,666,273 -6%
Deutsche Bank
11
Deutsche Bank
Germany
$448M +$109M +5,433,526 +33%
JP Morgan Chase
12
JP Morgan Chase
New York
$411M +$194M +9,661,130 +91%
Capital World Investors
13
Capital World Investors
California
$367M +$239M +11,900,050 +193%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$366M -$22.9M -1,140,211 -6%
Amundi
15
Amundi
France
$352M +$49.6M +2,464,731 +17%
Bank of America
16
Bank of America
North Carolina
$346M +$173M +8,626,468 +102%
DZ Bank
17
DZ Bank
Germany
$266M +$20M +995,559 +8%
Vontobel Holding
18
Vontobel Holding
Switzerland
$235M -$45.1M -2,244,330 -16%
Morgan Stanley
19
Morgan Stanley
New York
$219M +$22.6M +1,123,920 +12%
Citigroup
20
Citigroup
New York
$181M +$105M +5,218,321 +139%
CCM
21
Causeway Capital Management
California
$180M -$15M -747,512 -8%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$160M -$24.7M -1,227,680 -13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$153M -$35.1M -1,743,984 -19%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$150M -$42.4M -2,106,970 -22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$140M +$951K +47,315 +0.7%

UBS Hedge Fund Activity: Q2 2023 in Review

457 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2023, worth a combined $25.7B — down 14% from $30B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new UBS positions and 68 closed out — a net gain of 27 holders — while 163 added to existing stakes and 158 trimmed.

The largest buyer was Norges Bank, adding an estimated $315M. The largest seller was UBS Group, cutting an estimated $3.79B.

  • 457 institutional investors held UBS Group (UBS) as of Q2 2023, up from 434 in Q1 2023.
  • Funds reported $25.7B of UBS Group stock for Q2 2023, down 14% quarter-over-quarter.
  • 95 funds opened new UBS Group positions in Q2 2023 and 68 closed out, a net change of +27 holders.
  • The largest UBS Group buyer in Q2 2023 was Norges Bank, an estimated $315M added.
  • The largest UBS Group seller in Q2 2023 was UBS Group, an estimated $3.79B sold.

Based on aggregated 13F filings for Q2 2023.