We are live on ! Find out more
UBS icon

UBS Group

537 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 205 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $1.42B | Put options by funds: $781M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4.12% more ownership

Funds ownership: 38.96%43.08% (+4.1%)

2% more funds holding

Funds holding: 526537 (+11)

9% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 188

2% more capital invested

Capital invested by funds: $41.6B → $42.3B (+$786M)

Holders
537
Holders Change
+11
Holders Change %
+2.09%
% of All Funds
7.74%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
205
Reduced
188
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
1
Norges Bank
Norway
$5.11B +$141M +4,761,152 +3%
UBS Group
2
UBS Group
Switzerland
$4.32B +$161M +5,446,271 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.55B +$45.7M +1,546,632 +1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$3.09B -$32.2M -1,088,616 -1%
CS
5
Credit Suisse
Switzerland
$2.93B +$110M +3,738,309 +4%
Dodge & Cox
6
Dodge & Cox
California
$2.32B -$500M -16,909,009 -18%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.95B +$83.2M +2,816,224 +5%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$1.5B +$76.9M +2,602,616 +6%
CCI
9
Cevian Capital II
Jersey
$1.35B
JP Morgan Chase
10
JP Morgan Chase
New York
$1.29B +$730M +24,705,876 +144%
Capital World Investors
11
Capital World Investors
California
$1.18B +$33.9M +1,147,836 +3%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$959M +$19.9M +673,543 +2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$878M +$373M +12,627,475 +79%
Deutsche Bank
14
Deutsche Bank
Germany
$843M +$20.5M +692,801 +3%
Pzena Investment Management
15
Pzena Investment Management
New York
$823M -$14M -474,574 -2%
Goldman Sachs
16
Goldman Sachs
New York
$744M -$398M -13,469,489 -36%
Amundi
17
Amundi
France
$545M +$58.3M +1,972,893 +11%
Vontobel Holding
18
Vontobel Holding
Switzerland
$453M +$147M +4,962,455 +51%
N
19
Nuveen
North Carolina
$441M +$65.8M +2,227,442 +18%
DZ Bank
20
DZ Bank
Germany
$408M -$2.75M -93,124 -0.7%
Morgan Stanley
21
Morgan Stanley
New York
$354M -$381M -12,913,630 -53%
Bank of America
22
Bank of America
North Carolina
$323M -$15.9M -539,665 -5%
Citigroup
23
Citigroup
New York
$321M +$63M +2,131,939 +26%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$308M +$193M +6,549,503 +199%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$291M -$15.4M -521,923 -5%

UBS Hedge Fund Activity: Q1 2024 in Review

537 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2024, worth a combined $42.3B — up 1.9% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UBS positions and 47 closed out — a net gain of 16 holders — while 205 added to existing stakes and 188 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $730M. The largest seller was Dodge & Cox, cutting an estimated $500M.

  • 537 institutional investors held UBS Group (UBS) as of Q1 2024, up from 526 in Q4 2023.
  • Funds reported $42.3B of UBS Group stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 63 funds opened new UBS Group positions in Q1 2024 and 47 closed out, a net change of +16 holders.
  • The largest UBS Group buyer in Q1 2024 was JP Morgan Chase, an estimated $730M added.
  • The largest UBS Group seller in Q1 2024 was Dodge & Cox, an estimated $500M sold.

Based on aggregated 13F filings for Q1 2024.