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UBS Group
UBS

Overview Fund Activity

535 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, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
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
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$5.11B 166,027,298 +4,761,152 +3%
UBS Group
2
UBS Group
Switzerland
$4.32B 140,729,533 +5,446,271 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.55B 115,529,381 +1,546,632 +1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$3.09B 100,560,956 -1,088,616 -1%
CS
5
Credit Suisse
Switzerland
$2.93B 95,397,206 +3,738,309 +4%
Dodge & Cox
6
Dodge & Cox
California
$2.32B 75,422,942 -16,909,009 -18%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.95B 63,355,587 +2,816,224 +5%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$1.5B 48,551,715 +2,602,616 +6%
CCI
9
Cevian Capital II
Jersey
$1.35B 43,787,401 – –
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.29B 41,856,670 +24,705,876 +144%
Capital World Investors
11
Capital World Investors
California
$1.18B 38,207,664 +1,147,836 +3%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$959M 31,151,185 +673,543 +2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$878M 28,558,110 +12,627,475 +79%
Deutsche Bank
14
Deutsche Bank
Germany
$843M 27,441,823 +692,801 +3%
Pzena Investment Management
15
Pzena Investment Management
New York
$823M 29,670,539 -474,574 -2%
Goldman Sachs
16
Goldman Sachs
New York
$744M 24,214,610 -13,469,489 -36%
Amundi
17
Amundi
France
$545M 19,370,840 +1,972,893 +11%
Vontobel Holding
18
Vontobel Holding
Switzerland
$453M 14,737,819 +4,962,455 +51%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$441M 14,318,983 +2,227,442 +18%
DZ Bank
20
DZ Bank
Germany
$405M 13,154,330 -86,558 -0.7%
Morgan Stanley
21
Morgan Stanley
New York
$354M 11,511,896 -12,913,630 -53%
Bank of America
22
Bank of America
North Carolina
$323M 10,529,350 -539,665 -5%
Citigroup
23
Citigroup
New York
$321M 10,453,764 +2,131,939 +26%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$308M 9,833,636 +6,549,503 +199%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$291M 9,487,836 -521,923 -5%
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