UBS Group AG
UBS- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0001610520
近 90 天，UBS Group AG 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 766 家機構在 13F 申報持有，市值合計 $628.8 億；大師中只有維京全球投資持有。
2021 年第 4 季 13F 持有人
UBS Group AG 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 369
- 較 2021 年第 3 季 +14 家
- 持有股數
- 13.9 億
- 較 2021 年第 3 季 +6,226 萬 (+4.7%)
- 總市值
- $247.7 億
- 較 2021 年第 3 季 +$36.0 億 (+17.0%)
- 新進機構
- 54
- 另有 138 家加碼
- 清倉機構
- 40
- 另有 113 家減碼
另有 5 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UBS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 766 | $628.8 億 |
| 2026 年第 1 季 | 689 | $445.1 億 |
| 2025 年第 4 季 | 695 | $613.6 億 |
| 2025 年第 3 季 | 622 | $498.1 億 |
| 2025 年第 2 季 | 599 | $445.1 億 |
| 2025 年第 1 季 | 589 | $430.8 億 |
| 2024 年第 4 季 | 574 | $429.7 億 |
| 2024 年第 3 季 | 550 | $425.8 億 |
| 2024 年第 2 季 | 554 | $413.2 億 |
| 2024 年第 1 季 | 537 | $423.4 億 |
| 2023 年第 4 季 | 530 | $411.9 億 |
| 2023 年第 3 季 | 487 | $316.8 億 |
| 2023 年第 2 季 | 459 | $256.8 億 |
| 2023 年第 1 季 | 438 | $300.5 億 |
| 2022 年第 4 季 | 378 | $235.7 億 |
| 2022 年第 3 季 | 367 | $185.1 億 |
| 2022 年第 2 季 | 371 | $209.1 億 |
| 2022 年第 1 季 | 378 | $266.4 億 |
| 2021 年第 4 季 | 369 | $247.7 億 |
| 2021 年第 3 季 | 360 | $212.0 億 |
| 2021 年第 2 季 | 363 | $200.6 億 |
| 2021 年第 1 季 | 348 | $184.7 億 |
2021 年第 4 季持有機構
每家機構持有 UBS Group AG 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Norges Bank | 164,210,045 | $29.6 億 | 0.61% | −752,433−0.5% | 減碼 |
| UBS Group AG | 153,942,977 | $27.5 億 | 1.08% | +12,639,404+8.9% | 加碼 |
| Massachusetts Financial Services Co | 137,022,580 | $24.5 億 | 0.67% | +5,765,285+4.4% | 加碼 |
| Vanguard Group Inc | 109,504,025 | $19.6 億 | 0.04% | +2,085,577+1.9% | 加碼 |
| Credit Suisse AG | 105,086,996 | $18.8 億 | 1.51% | +3,856,855+3.8% | 加碼 |
| Dodge & Cox | 104,116,642 | $18.7 億 | 1.16% | +3,922,400+3.9% | 加碼 |
| Wellington Management Group LLP | 42,733,636 | $7.70 億 | 0.12% | −2,075,919−4.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,224,430 | $7.67 億 | 3.71% | +548,440+1.3% | 加碼 |
| Goldman Sachs Group Inc | 36,445,157 | $6.51 億 | 0.16% | +8,075,806+28.5% | 加碼 |
| Capital International Investors | 30,810,245 | $5.55 億 | 0.12% | −15,307,431−33.2% | 減碼 |
| Pictet Asset Management SA | 28,935,514 | $5.21 億 | 0.52% | +167,073+0.6% | 加碼 |
| Barclays PLC | 27,173,428 | $4.86 億 | 0.30% | +27,173,428 | 新進 |
| Vontobel Holding Ltd. | 24,447,379 | $4.40 億 | 3.66% | −629,531−2.5% | 減碼 |
| Amundi | 21,875,236 | $4.28 億 | 0.27% | +5,714,232+35.4% | 加碼 |
| FMR LLC | 22,019,362 | $3.94 億 | 0.03% | +106,726+0.5% | 加碼 |
| JPMorgan Chase & Co | 21,641,368 | $3.87 億 | 0.05% | −6,179,369−22.2% | 減碼 |
| Deutsche Bank AG | 21,463,004 | $3.84 億 | 0.17% | +2,785,090+14.9% | 加碼 |
| Allianz Asset Management GmbH | 21,004,112 | $3.79 億 | 0.28% | +654,401+3.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,052,376 | $3.25 億 | 0.47% | +3,856,406+27.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 11,197,208 | $2.01 億 | 0.49% | +240,538+2.2% | 加碼 |
| Ameriprise Financial Inc | 8,855,661 | $1.60 億 | 0.04% | −324,210−3.5% | 減碼 |
| AXA S.A. | 8,902,394 | $1.59 億 | 0.41% | +1,329,319+17.6% | 加碼 |
| Royal Bank of Canada | 8,435,113 | $1.51 億 | 0.04% | −2,004,207−19.2% | 減碼 |
| Thornburg Investment Management Inc | 8,101,646 | $1.46 億 | 1.71% | +8,045,106+14,229.1% | 加碼 |
| Russell Investments Group, Ltd. | 7,984,554 | $1.44 億 | 0.23% | −814,152−9.3% | 減碼 |
| Bank of America Corp | 8,028,561 | $1.43 億 | 0.02% | −3,545,681−30.6% | 減碼 |
| Bank of New York Mellon Corp | 7,119,814 | $1.27 億 | 0.02% | −404,753−5.4% | 減碼 |
| Invesco Ltd. | 6,980,892 | $1.25 億 | 0.03% | +1,524,127+27.9% | 加碼 |
| Banque Cantonale Vaudoise | 6,627,231 | $1.19 億 | 4.66% | −365,321−5.2% | 減碼 |
| Pzena Investment Management LLC | 6,606,486 | $1.18 億 | 0.45% | −17,893−0.3% | 減碼 |
| ARGA Investment Management, LP | 5,986,054 | $1.08 億 | 6.87% | −3,105−0.1% | 減碼 |
| Neuberger Berman Group LLC | 5,653,623 | $1.01 億 | 0.08% | −80,828−1.4% | 減碼 |
| Schroder Investment Management Group | 5,412,378 | $8,887 萬 | 0.12% | +1,906,936+54.4% | 加碼 |
| Parametric Portfolio Associates LLC | 4,885,611 | $8,731 萬 | 0.04% | +347,821+7.7% | 加碼 |
| Marshall Wace, LLP | 4,696,646 | $8,463 萬 | 0.17% | +4,107,776+697.6% | 加碼 |
| FIL Ltd | 4,645,226 | $8,338 萬 | 0.09% | +3,742,336+414.5% | 加碼 |
| Exane Asset Management | 4,386,361 | $7,890 萬 | 20.59% | +289,721+7.1% | 加碼 |
| Mackenzie Financial Corp | 4,161,488 | $7,437 萬 | 0.10% | −383,080−8.4% | 減碼 |
| Korea Investment CORP | 4,060,331 | $7,317 萬 | 0.19% | +775,348+23.6% | 加碼 |
| Dimensional Fund Advisors LP | 3,894,865 | $6,960 萬 | 0.02% | +104,608+2.8% | 加碼 |
| Janus Henderson Group PLC | 3,477,722 | $6,270 萬 | 0.03% | +73,803+2.2% | 加碼 |
| Wells Fargo & Company | 3,433,151 | $6,135 萬 | 0.02% | −966,396−22.0% | 減碼 |
| Canada Pension Plan Investment Board | 3,349,953 | $6,037 萬 | 0.06% | −2,400−0.1% | 減碼 |
| Citigroup Inc | 3,357,935 | $6,034 萬 | 0.05% | +185,646+5.9% | 加碼 |
| Great West Life Assurance Co | 3,203,925 | $5,759 萬 | 0.12% | +92,558+3.0% | 加碼 |
| Morgan Stanley | 3,191,618 | $5,703 萬 | 0.01% | +156,288+5.1% | 加碼 |
| Clark Capital Management Group, Inc. | 3,142,212 | $5,615 萬 | 0.69% | +134,348+4.5% | 加碼 |
| Natixis Advisors, L.P. | 3,023,224 | $5,403 萬 | 0.21% | +202,695+7.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 2,996,642 | $5,400 萬 | 1.07% | −132,036−4.2% | 減碼 |
| Aviva PLC | 2,823,761 | $5,085 萬 | 0.21% | +110,244+4.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 2,659,583 | $4,777 萬 | 0.51% | −34,811−1.3% | 減碼 |
| Bank of Montreal | 2,386,645 | $4,321 萬 | 0.02% | −6,101,953−71.9% | 減碼 |
| BlackRock Inc. | 2,322,828 | $4,151 萬 | 0.00% | +85,188+3.8% | 加碼 |
| Brandes Investment Partners, LP | 2,298,070 | $4,107 萬 | 0.90% | −77,037−3.2% | 減碼 |
| Northern Trust Corp | 2,274,034 | $4,064 萬 | 0.01% | +21,088+0.9% | 加碼 |
| Todd Asset Management LLC | 2,185,721 | $3,906 萬 | 0.84% | +13,639+0.6% | 加碼 |
| Alliancebernstein L.P. | 2,114,315 | $3,778 萬 | 0.01% | −36,528−1.7% | 減碼 |
| USS Investment Management Ltd | 2,055,150 | $3,694 萬 | 0.29% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 1,992,316 | $3,590 萬 | 0.27% | +173,940+9.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,606,204 | $3,311 萬 | 0.02% | −44,890−2.7% | 減碼 |
| State of Tennessee, Treasury Department | 1,811,587 | $3,265 萬 | 0.12% | 00.0% | 不變 |
| HSBC Holdings PLC | 1,772,916 | $3,191 萬 | 0.03% | +1,067,073+151.2% | 加碼 |
| Public Sector Pension Investment Board | 1,747,682 | $3,150 萬 | 0.17% | +80,686+4.8% | 加碼 |
| Franklin Resources Inc | 1,719,606 | $3,084 萬 | 0.01% | +82,666+5.1% | 加碼 |
| Captrust Financial Advisors | 1,638,347 | $2,928 萬 | 0.20% | −11,538−0.7% | 減碼 |
| Credit Agricole S A | 1,625,358 | $2,905 萬 | 0.97% | +1,071,686+193.6% | 加碼 |
| Cullen Capital Management LLC | 1,600,955 | $2,861 萬 | 0.27% | −85,825−5.1% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $2,760 萬 | 0.93% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 1,533,672 | $2,741 萬 | 0.01% | +318,647+26.2% | 加碼 |
| Raymond James & Associates | 1,508,696 | $2,712 萬 | 0.02% | −16,016−1.1% | 減碼 |
| Royal London Asset Management Ltd | 1,463,657 | $2,616 萬 | 0.10% | −115,366−7.3% | 減碼 |
| Algebris (UK) Ltd | 1,215,777 | $2,187 萬 | 10.94% | +1,215,777 | 新進 |
| Susquehanna International Group Ltd. | 1,202,959 | $2,168 萬 | 8.92% | +1,202,959 | 新進 |
| Zurich Insurance Group Ltd | 1,186,221 | $2,136 萬 | 0.24% | −1,081,468−47.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $2,121 萬 | 0.19% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 1,162,318 | $2,077 萬 | 0.29% | −29,000−2.4% | 減碼 |
| Calamos Advisors LLC | 1,156,652 | $2,067 萬 | 0.08% | −18,075−1.5% | 減碼 |
| Capital International Inc | 1,144,012 | $2,062 萬 | 0.19% | −687,019−37.5% | 減碼 |
| Artemis Investment Management LLP | 1,114,997 | $2,008 萬 | 0.15% | −22,574−2.0% | 減碼 |
| Polar Capital Holdings Plc | 984,547 | $1,693 萬 | 0.09% | +188,487+23.7% | 加碼 |
| Pictet North America Advisors SA | 866,398 | $1,561 萬 | 1.54% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 860,835 | $1,550 萬 | 0.34% | −54,793−6.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 849,899 | $1,528 萬 | 0.03% | −119,310−12.3% | 減碼 |
| TD Asset Management Inc | 840,062 | $1,514 萬 | 0.01% | −57,045−6.4% | 減碼 |
| Balyasny Asset Management LLC | 842,490 | $1,506 萬 | 0.06% | +842,490 | 新進 |
| Jane Street Group, LLC | 819,117 | $1,475 萬 | 0.03% | +146,123+21.7% | 加碼 |
| Two Sigma Advisers, LP | 774,005 | $1,383 萬 | 0.03% | +207,570+36.6% | 加碼 |
| LGT Group Foundation | 749,112 | $1,349 萬 | 0.35% | +749,112 | 新進 |
| State of Wisconsin Investment Board | 711,185 | $1,282 萬 | 0.02% | −318,924−31.0% | 減碼 |
| Janney Capital Management LLC | 707,916 | $1,265 萬 | 0.82% | −3,877−0.5% | 減碼 |
| Eaton Vance Management | 663,948 | $1,187 萬 | 0.01% | −13,296−2.0% | 減碼 |
| Nuveen Asset Management, LLC | 640,950 | $1,145 萬 | 0.00% | −9,939−1.5% | 減碼 |
| Voya Investment Management LLC | 592,909 | $1,069 萬 | 0.02% | −48,791−7.6% | 減碼 |
| Millennium Management LLC | 571,951 | $1,022 萬 | 0.01% | +362,737+173.4% | 加碼 |
| Renaissance Group LLC | 537,310 | $960.2 萬 | 0.39% | −60,031−10.0% | 減碼 |
| Black Diamond Capital Management, L.L.C. | 537,089 | $959.8 萬 | 5.09% | +537,089 | 新進 |
| Capital International Sarl | 522,282 | $941.2 萬 | 0.45% | +93,391+21.8% | 加碼 |
| Carlson Capital L P | 447,843 | $800.3 萬 | 0.46% | −289,700−39.3% | 減碼 |
| Leuthold Group, LLC | 408,134 | $729.3 萬 | 0.85% | −9,856−2.4% | 減碼 |
| CIBC World Markets Inc. | 402,946 | $720.1 萬 | 0.02% | +34,059+9.2% | 加碼 |