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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$707M
2
Capital World Investors
2
Capital World Investors
California
$829M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.27B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.2B
5
Norges Bank
5
Norges Bank
Norway
$4.4B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.38B
2
CS
2
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
4
Deutsche Bank
Germany
$416M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.63B
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$4.4B 177,392,210 +8,316,725 +5%
Dodge & Cox
2
Dodge & Cox
California
$3.38B 136,903,417 -18,435,275 -12%
UBS Group
3
UBS Group
Switzerland
$2.78B 112,825,896 -1,001,943 -0.9%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.68B 108,876,276 -3,545,889 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.63B 106,733,222 -4,345,936 -4%
CS
6
Credit Suisse
Switzerland
$2.21B 89,495,404 -13,372,243 -13%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.27B 51,432,723 +14,104,407 +38%
Goldman Sachs
8
Goldman Sachs
New York
$1.2B 48,563,544 +11,601,610 +31%
Zurich Cantonal Bank
9
Zurich Cantonal Bank
Switzerland
$1.04B 42,108,704 -388,766 -0.9%
Capital World Investors
10
Capital World Investors
California
$829M 33,536,723 +15,479,916 +86%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$707M 28,508,436 +28,508,436 New
Amundi
12
Amundi
France
$611M 25,136,742 +7,927,725 +46%
Bank of America
13
Bank of America
North Carolina
$569M 23,066,260 +6,000,511 +35%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$551M 22,334,164 +2,052,954 +10%
Deutsche Bank
15
Deutsche Bank
Germany
$416M 16,857,632 -5,259,263 -24%
DZ Bank
16
DZ Bank
Germany
$312M 12,577,215 -441,545 -3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$284M 11,465,734 -6,634,322 -37%
Vontobel Holding
18
Vontobel Holding
Switzerland
$278M 11,207,350 -443,503 -4%
Morgan Stanley
19
Morgan Stanley
New York
$275M 11,168,903 +389,244 +4%
CCM
20
Causeway Capital Management
California
$223M 8,998,675 +95,547 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$184M 7,445,877 -107,793 -1%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$180M 7,236,417 -169,419 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$173M 7,021,393 +103,803 +2%
Royal London Asset Management
24
Royal London Asset Management
United Kingdom
$169M 6,847,829 +1,140,312 +20%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$168M 6,767,039 -1,131,586 -14%
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