UBS icon

UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.63B
2
Legal & General Group
2
Legal & General Group
United Kingdom
$823M
3
UBS Group
3
UBS Group
Switzerland
$4.63B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$524M
5
Deutsche Bank
5
Deutsche Bank
Germany
$624M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$4.95B 168,288,869 +2,261,571 +1%
UBS Group
2
UBS Group
Switzerland
$4.63B 156,592,494 +15,862,961 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.69B 124,943,066 +9,413,685 +8%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.9B 98,123,310 -2,437,646 -2%
UBS AM
5
UBS AM
Illinois
$2.63B 89,043,128 +89,043,128 New
Dodge & Cox
6
Dodge & Cox
California
$2.16B 73,442,242 -1,980,700 -3%
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$1.59B 54,060,137 +5,508,422 +11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.45B 49,329,403 -14,026,184 -22%
CCI
9
Cevian Capital II
Jersey
$1.29B 43,787,401 – –
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.26B 42,664,848 +808,178 +2%
Capital World Investors
11
Capital World Investors
California
$1.15B 39,269,674 +1,062,010 +3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$982M 33,338,213 +4,780,103 +17%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$881M 29,928,576 -1,222,609 -4%
Legal & General Group
14
Legal & General Group
United Kingdom
$823M 27,976,521 +27,613,872 +7,614%
Pzena Investment Management
15
Pzena Investment Management
New York
$792M 29,951,235 +280,696 +0.9%
Deutsche Bank
16
Deutsche Bank
Germany
$624M 21,118,236 -6,323,587 -23%
Amundi
17
Amundi
France
$565M 18,609,449 -761,391 -4%
Goldman Sachs
18
Goldman Sachs
New York
$524M 17,724,101 -6,490,509 -27%
Vontobel Holding
19
Vontobel Holding
Switzerland
$474M 16,117,613 +1,379,794 +9%
DZ Bank
20
DZ Bank
Germany
$375M 12,748,748 -405,582 -3%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$362M 12,300,721 -2,018,262 -14%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$336M 11,401,590 +4,496,405 +65%
Morgan Stanley
23
Morgan Stanley
New York
$296M 10,009,640 -1,502,256 -13%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$288M 9,779,265 +1,649,115 +20%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$269M 9,119,874 -367,962 -4%
1
2 3 4 5