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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
UBS AM
2
UBS AM
Illinois
$2.34B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$683M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.82B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.32B
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$4.81B 155,464,979 -1,127,515 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.92B 126,590,440 +1,647,374 +1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B 91,250,596 -6,872,714 -7%
UBS AM
4
UBS AM
Illinois
$2.34B 75,751,555 -13,291,573 -15%
Dodge & Cox
5
Dodge & Cox
California
$2.26B 73,371,442 -70,800 -0.1%
Zurich Cantonal Bank
6
Zurich Cantonal Bank
Switzerland
$1.77B 57,349,524 +3,289,387 +6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.58B 51,081,088 +8,416,240 +20%
CCI
8
Cevian Capital II
Jersey
$1.35B 43,787,401 – –
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.32B 42,924,004 -6,405,399 -13%
Capital World Investors
10
Capital World Investors
California
$1.22B 39,378,229 +108,555 +0.3%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$909M 29,424,171 -504,405 -2%
Legal & General Group
12
Legal & General Group
United Kingdom
$862M 27,888,044 -88,477 -0.3%
Pzena Investment Management
13
Pzena Investment Management
New York
$803M 30,802,466 +851,231 +3%
Deutsche Bank
14
Deutsche Bank
Germany
$721M 23,329,469 +2,211,233 +10%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$683M 22,138,529 -11,199,684 -34%
Goldman Sachs
16
Goldman Sachs
New York
$640M 20,689,332 +2,965,231 +17%
Amundi
17
Amundi
France
$520M 16,656,249 -1,953,200 -10%
Vontobel Holding
18
Vontobel Holding
Switzerland
$497M 16,143,674 +26,061 +0.2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$424M 13,708,623 +2,307,033 +20%
Bank of America
20
Bank of America
North Carolina
$361M 11,688,510 +3,057,814 +35%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$342M 11,075,888 -1,224,833 -10%
DZ Bank
22
DZ Bank
Germany
$333M 10,781,586 -1,967,162 -15%
Morgan Stanley
23
Morgan Stanley
New York
$309M 10,005,794 -3,846 -0%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$283M 9,169,746 +538,927 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$277M 8,963,572 -156,302 -2%
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