Purchases and Sales Made in Q4 2023 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2023. The information is specifically focused on institutions that hold shares of UBS Group AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
161MNew |
$3.77B - $5.03B
|
161M
$4.88B
|
|
|
Feb 14, 2024
Q4 2023
|
Cevian Capital Ii Gp LTD
St. Helier, Y9 |
BUY
|
- |
43.8MNew |
$1.02B - $1.37B
|
43.8M
$1.33B
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
24M+ 392.76% |
$561M - $749M
|
30.1M
$913M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
22.5M+ 19.9% |
$525M - $700M
|
135M
$4.1B
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.7M+ 3305.68% |
$274M - $366M
|
12.1M
$366M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
9.94M+ 165.88% |
$232M - $310M
|
15.9M
$482M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.89M+ 58.68% |
$231M - $309M
|
26.7M
$810M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.61MNew |
$201M - $268M
|
8.61M
$261M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.25M+ 6.79% |
$169M - $226M
|
114M
$3.45B
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
4.57M+ 6796.98% |
$107M - $142M
|
4.64M
$140M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.84M+ 9.12% |
$89.7M - $120M
|
45.9M
$1.39B
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3.52M+ 10.51% |
$82.3M - $110M
|
37.1M
$1.12B
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.11M+ 97.45% |
$72.6M - $96.9M
|
6.3M
$191M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.2M+ 22.01% |
$51.5M - $68.7M
|
12.2M
$370M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.16M+ 2.42% |
$50.5M - $67.5M
|
91.7M
$2.78B
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.99M+ 470.37% |
$46.4M - $62M
|
2.41M
$73M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.97M+ 6.91% |
$46M - $61.4M
|
30.5M
$923M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.77M+ 26.92% |
$41.2M - $55.1M
|
8.32M
$252M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.57M+ 82.53% |
$36.8M - $49.1M
|
3.48M
$105M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.51M+ 85.14% |
$35.3M - $47.1M
|
3.28M
$99.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.4MNew |
$32.7M - $43.7M
|
1.4M
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.36MNew |
$31.9M - $42.6M
|
1.36M
$41.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15M+ 143.18% |
$26.8M - $35.8M
|
1.95M
$59M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 9.35% |
$24.4M - $32.6M
|
12.2M
$370M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
975K+ 323.79% |
$22.8M - $30.4M
|
1.28M
$38.7M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
899KNew |
$21M - $28M
|
899K
$27.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
755K+ 28.5% |
$17.6M - $23.6M
|
3.41M
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
664K+ 5.28% |
$15.5M - $20.7M
|
13.2M
$401M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
654K+ 50.61% |
$15.3M - $20.4M
|
1.95M
$59M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
582K+ 140.23% |
$13.6M - $18.1M
|
997K
$30.2M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
579KNew |
$13.5M - $18.1M
|
579K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
366K+ 77.17% |
$8.55M - $11.4M
|
840K
$25.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
359K+ 153.52% |
$8.38M - $11.2M
|
592K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
357K+ 8.73% |
$8.33M - $11.1M
|
4.44M
$135M
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
300KNew |
$7.01M - $9.36M
|
300K
$9.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
284KNew |
$6.64M - $8.86M
|
284K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
231K+ 10.59% |
$5.4M - $7.21M
|
2.41M
$73.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
226K+ 50.98% |
$5.28M - $7.05M
|
669K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
224K+ 5.01% |
$5.24M - $7M
|
4.71M
$143M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
221K+ 5.92% |
$5.15M - $6.88M
|
3.95M
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
212KNew |
$4.96M - $6.62M
|
212K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
190KNew |
$4.45M - $5.94M
|
190K
$5.76M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
163K+ 1630.24% |
$3.81M - $5.08M
|
173K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
160K+ 282.83% |
$3.74M - $4.99M
|
216K
$6.55M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
156K+ 690.43% |
$3.64M - $4.87M
|
179K
$5.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
156K+ 6.44% |
$3.64M - $4.86M
|
2.57M
$77.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
149KNew |
$3.48M - $4.64M
|
149K
$4.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
141K+ 47.25% |
$3.3M - $4.4M
|
440K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
139K+ 7.59% |
$3.25M - $4.34M
|
1.97M
$59.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 1.78% |
$3.1M - $4.14M
|
7.58M
$229M
|