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UBS Group
UBS

Overview Fund Activity

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M

Top Buyers

1
CCI
1
Cevian Capital II
Jersey
$1.35B
2
UBS Group
2
UBS Group
Switzerland
$4.18B
3
Pzena Investment Management
3
Pzena Investment Management
New York
$787M
4
Morgan Stanley
4
Morgan Stanley
New York
$755M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$375M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.86B
2
Norges Bank
2
Norges Bank
Norway
$5B
3
Bank of America
3
Bank of America
North Carolina
$342M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.16B
5
Amundi
5
Amundi
France
$517M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$5B 161,266,146 -16,126,064 -9%
UBS Group
2
UBS Group
Switzerland
$4.18B 135,283,262 +22,457,366 +20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.52B 113,982,749 +7,249,527 +7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$3.14B 101,649,572 -7,226,704 -7%
Dodge & Cox
5
Dodge & Cox
California
$2.86B 92,331,951 -44,571,466 -33%
CS
6
Credit Suisse
Switzerland
$2.83B 91,658,897 +2,163,493 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.88B 60,539,363 +9,106,640 +18%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$1.42B 45,949,099 +3,840,395 +9%
CCI
9
Cevian Capital II
Jersey
$1.35B 43,787,401 +43,787,401 New
Goldman Sachs
10
Goldman Sachs
New York
$1.16B 37,684,099 -10,879,445 -22%
Capital World Investors
11
Capital World Investors
California
$1.15B 37,059,828 +3,523,105 +11%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$945M 30,477,642 +1,969,206 +7%
Deutsche Bank
13
Deutsche Bank
Germany
$827M 26,749,022 +9,891,390 +59%
Pzena Investment Management
14
Pzena Investment Management
New York
$787M 30,145,113 +24,027,505 +393%
Morgan Stanley
15
Morgan Stanley
New York
$755M 24,425,526 +13,256,623 +119%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$530M 17,150,794 -5,183,370 -23%
Amundi
17
Amundi
France
$517M 17,397,947 -7,738,795 -31%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$494M 15,930,635 +9,939,078 +166%
DZ Bank
19
DZ Bank
Germany
$411M 13,240,888 +663,673 +5%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$375M 12,091,541 +11,736,501 +3,306%
Bank of America
21
Bank of America
North Carolina
$342M 11,069,015 -11,997,245 -52%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$309M 10,009,759 +2,988,366 +43%
Vontobel Holding
23
Vontobel Holding
Switzerland
$303M 9,775,364 -1,431,986 -13%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$267M 8,607,932 -2,857,802 -25%
Citigroup
25
Citigroup
New York
$258M 8,321,825 +1,765,061 +27%
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