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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.54%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$5.59B
2
DZ Bank
2
DZ Bank
Germany
$858M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.7B
4
CDDEC
4
Caisse Des Depots Et Consignations
France
$234M
5
SP
5
SIH Partners
Delaware
$215M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
5
Bank of America
North Carolina
$281M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
1
Norges Bank
Norway
$5.59B 183,111,351 +183,111,351 New
UBS Group
2
UBS Group
Switzerland
$4.66B 153,584,812 -1,880,167 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.92B 127,886,868 +1,296,428 +1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.46B 81,211,535 -10,039,061 -11%
Dodge & Cox
5
Dodge & Cox
California
$2.24B 73,497,042 +125,600 +0.2%
UBS AM
6
UBS AM
Illinois
$2.23B 73,530,280 -2,221,275 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.7B 55,533,620 +12,609,616 +29%
Zurich Cantonal Bank
8
Zurich Cantonal Bank
Switzerland
$1.57B 51,379,092 -5,970,432 -10%
CCI
9
Cevian Capital II
Jersey
$1.33B 43,787,401 – –
Capital World Investors
10
Capital World Investors
California
$1.14B 37,428,808 -1,949,421 -5%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$1.07B 34,979,795 +5,555,624 +19%
DZ Bank
12
DZ Bank
Germany
$858M 28,307,335 +17,525,749 +163%
Legal & General Group
13
Legal & General Group
United Kingdom
$841M 27,475,001 -413,043 -1%
Pzena Investment Management
14
Pzena Investment Management
New York
$821M 29,590,323 -1,212,143 -4%
Deutsche Bank
15
Deutsche Bank
Germany
$819M 27,013,906 +3,684,437 +16%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$803M 26,473,575 -24,607,513 -48%
Goldman Sachs
17
Goldman Sachs
New York
$680M 22,433,670 +1,744,338 +8%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$631M 20,690,244 -1,448,285 -7%
Amundi
19
Amundi
France
$544M 16,751,961 +95,712 +0.6%
Vontobel Holding
20
Vontobel Holding
Switzerland
$502M 16,445,068 +301,394 +2%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$395M 12,921,485 -787,138 -6%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$363M 11,891,970 +816,082 +7%
Morgan Stanley
23
Morgan Stanley
New York
$305M 10,045,476 +39,682 +0.4%
Bank of America
24
Bank of America
North Carolina
$281M 9,278,035 -2,410,475 -21%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$260M 8,591,356 -372,216 -4%
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