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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 12,300 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Stephens Inc | 12,336 | $22.0 萬 | 0.00% | −84−0.7% | 減碼 |
| Claraphi Advisory Network, LLC | 12,300 | $22.0 萬 | 0.08% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 12,494 | $22.3 萬 | 0.07% | −403−3.1% | 減碼 |
| Pinnacle Associates Ltd | 12,641 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 12,676 | $22.7 萬 | 0.01% | +2,593+25.7% | 加碼 |
| GWM Advisors LLC | 12,736 | $22.8 萬 | 0.00% | +723+6.0% | 加碼 |
| Gitterman Wealth Management, LLC | 12,761 | $22.8 萬 | 0.17% | +802+6.7% | 加碼 |
| Glenmede Trust Co NA | 12,844 | $22.9 萬 | 0.00% | +433+3.5% | 加碼 |
| Checchi Capital Advisers, LLC | 12,985 | $23.2 萬 | 0.03% | +2,187+20.3% | 加碼 |
| We Are One Seven, LLC | 12,951 | $23.2 萬 | 0.02% | +12,951 | 新進 |
| Csenge Advisory Group | 15,172 | $23.5 萬 | 0.02% | −4,224−21.8% | 減碼 |
| Cresset Asset Management, LLC | 13,178 | $23.6 萬 | 0.00% | −7,064−34.9% | 減碼 |
| Synovus Financial Corp | 13,764 | $24.7 萬 | 0.00% | −910−6.2% | 減碼 |
| Lindbrook Capital, LLC | 13,837 | $24.7 萬 | 0.04% | +2,542+22.5% | 加碼 |
| Ritholtz Wealth Management | 14,136 | $25.3 萬 | 0.02% | +3,161+28.8% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $25.6 萬 | 0.18% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 14,407 | $25.7 萬 | 0.00% | +2,573+21.7% | 加碼 |
| Wrapmanager Inc | 14,587 | $26.1 萬 | 0.07% | +14,587 | 新進 |
| Parallel Advisors, LLC | 14,743 | $26.3 萬 | 0.01% | +5,756+64.0% | 加碼 |
| JB Capital LLC | 14,955 | $26.7 萬 | 0.03% | +167+1.1% | 加碼 |
| Bokf, NA | 15,006 | $26.8 萬 | 0.00% | +3,227+27.4% | 加碼 |
| Prudential Financial Inc | 15,095 | $27.5 萬 | 0.00% | −243−1.6% | 減碼 |
| TD Ameritrade Investment Management, LLC | 15,516 | $27.7 萬 | 0.00% | +15,317+7,697.0% | 加碼 |
| Ballentine Partners, LLC | 15,860 | $28.3 萬 | 0.01% | +73+0.5% | 加碼 |
| Sage Rhino Capital LLC | 16,095 | $28.8 萬 | 0.08% | +1,186+8.0% | 加碼 |
| Bellecapital International Ltd. | 16,571 | $29.1 萬 | 0.08% | +882+5.6% | 加碼 |
| Clarius Group, LLC | 16,338 | $29.2 萬 | 0.02% | +4,766+41.2% | 加碼 |
| AE Wealth Management LLC | 16,378 | $29.3 萬 | 0.00% | +1,583+10.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 16,371 | $29.3 萬 | 0.00% | +1,629+11.1% | 加碼 |
| National Asset Management, Inc. | 16,854 | $30.2 萬 | 0.01% | −1,555−8.4% | 減碼 |
| Clearstead Advisors, LLC | 16,916 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 17,650 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Walleye Capital LLC | 17,800 | $31.8 萬 | 0.01% | +17,800 | 新進 |
| Comerica Securities,inc. | 17,935 | $32.0 萬 | 0.02% | −63−0.4% | 減碼 |
| Cedar Brook Financial Partners, LLC | 18,185 | $32.5 萬 | 0.08% | +4,076+28.9% | 加碼 |
| Metis Global Partners, LLC | 18,086 | $32.5 萬 | 0.09% | +18,086 | 新進 |
| Quadrant Capital Group LLC | 18,231 | $32.6 萬 | 0.04% | +1,436+8.6% | 加碼 |
| Oppenheimer & Co Inc | 19,358 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Magnetar Financial LLC | 19,410 | $34.7 萬 | 0.00% | +19,410 | 新進 |
| Gamco Investors, Inc. Et Al | 20,000 | $35.7 萬 | 0.00% | +20,000 | 新進 |
| Morningstar Investment Services LLC | 20,294 | $36.3 萬 | 0.00% | +1,384+7.3% | 加碼 |
| American Trust Investment Advisors, LLC | 20,600 | $36.8 萬 | 0.18% | −4,110−16.6% | 減碼 |
| Studio Investment Management LLC | 21,113 | $37.7 萬 | 0.14% | +1,295+6.5% | 加碼 |
| Aigen Investment Management, LP | 21,093 | $37.7 萬 | 0.02% | +21,093 | 新進 |
| Colony Group LLC | 21,415 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 23,314 | $41.7 萬 | 0.00% | +396+1.7% | 加碼 |
| Old National Bancorp | 23,781 | $42.5 萬 | 0.02% | −265−1.1% | 減碼 |
| Virtu Financial LLC | 23,946 | $42.8 萬 | 0.04% | +9,908+70.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 23,833 | $42.9 萬 | 0.00% | −6,030−20.2% | 減碼 |
| HAP Trading, LLC | 24,000 | $42.9 萬 | 0.03% | +24,000 | 新進 |
| West Family Investments, Inc. | 24,065 | $43.0 萬 | 0.12% | −1,506−5.9% | 減碼 |
| Cetera Investment Advisers | 24,306 | $43.4 萬 | 0.01% | +3,280+15.6% | 加碼 |
| Spire Wealth Management | 24,368 | $43.5 萬 | 0.01% | +2,822+13.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 24,647 | $44.0 萬 | 0.03% | +24,647 | 新進 |
| Private Capital Group, LLC | 24,680 | $44.1 萬 | 0.09% | +9,462+62.2% | 加碼 |
| Fisher Asset Management, LLC | 24,861 | $44.4 萬 | 0.00% | −1,509−5.7% | 減碼 |
| Kestra Advisory Services, LLC | 25,241 | $45.1 萬 | 0.00% | −9,928−28.2% | 減碼 |
| Financial Counselors Inc | 25,234 | $45.1 萬 | 0.01% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 25,302 | $45.2 萬 | 0.03% | −232−0.9% | 減碼 |
| Gradient Investments LLC | 25,474 | $45.5 萬 | 0.01% | −4,433−14.8% | 減碼 |
| Advisor Partners LLC | 25,830 | $46.2 萬 | 0.03% | +698+2.8% | 加碼 |
| National Bank of Canada | 26,094 | $47.2 萬 | 0.00% | +26,094 | 新進 |
| FDx Advisors, Inc. | 26,984 | $48.2 萬 | 0.01% | −721−2.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,258 | $50.9 萬 | 0.00% | +28,258 | 新進 |
| Ossiam | 28,230 | $50.9 萬 | 0.01% | +28,230 | 新進 |
| Capricorn Fund Managers Ltd | 30,000 | $53.6 萬 | 0.15% | +30,000 | 新進 |
| Mariner, LLC | 31,055 | $55.5 萬 | 0.00% | +12,475+67.1% | 加碼 |
| Rehmann Capital Advisory Group | 33,911 | $60.6 萬 | 0.06% | −538−1.6% | 減碼 |
| Creative Planning | 34,839 | $62.3 萬 | 0.00% | +6,384+22.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 34,928 | $62.4 萬 | 0.01% | +3,507+11.2% | 加碼 |
| Signaturefd, LLC | 35,068 | $62.7 萬 | 0.02% | +5,746+19.6% | 加碼 |
| Qtron Investments LLC | 35,646 | $64.2 萬 | 0.15% | +81+0.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 36,098 | $64.9 萬 | 0.00% | −15,893−30.6% | 減碼 |
| Gabelli Funds LLC | 37,000 | $66.1 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 37,835 | $67.6 萬 | 0.04% | +8,602+29.4% | 加碼 |
| Raymond James Trust N.A. | 40,597 | $72.5 萬 | 0.02% | +7,175+21.5% | 加碼 |
| Fifth Third Bancorp | 42,672 | $76.3 萬 | 0.00% | +1,675+4.1% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 44,430 | $79.8 萬 | 2.00% | −591−1.3% | 減碼 |
| SOL Capital Management CO | 44,680 | $79.8 萬 | 0.14% | 00.0% | 不變 |
| HighTower Advisors, LLC | 44,933 | $80.4 萬 | 0.00% | +3,142+7.5% | 加碼 |
| Veriti Management LLC | 46,987 | $84.0 萬 | 0.11% | −3,355−6.7% | 減碼 |
| Investors Research Corp | 47,259 | $84.5 萬 | 0.26% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 48,310 | $86.3 萬 | 0.55% | +1,155+2.4% | 加碼 |
| Greenleaf Trust | 48,731 | $87.1 萬 | 0.01% | +1,209+2.5% | 加碼 |
| Lake Street Advisors Group, LLC | 49,279 | $88.1 萬 | 0.06% | +49,279 | 新進 |
| Atlas Capital Advisors LLC | 49,407 | $88.3 萬 | 0.13% | −1,989−3.9% | 減碼 |
| First Republic Investment Management, Inc. | 50,536 | $90.3 萬 | 0.00% | −34−0.1% | 減碼 |
| Park Avenue Securities LLC | 50,963 | $91.1 萬 | 0.02% | +867+1.7% | 加碼 |
| CSS LLC | 51,356 | $91.8 萬 | 0.04% | +51,356 | 新進 |
| Forum Financial Management, LP | 53,533 | $95.7 萬 | 0.05% | +53,533 | 新進 |
| Advisors Asset Management, Inc. | 54,416 | $97.2 萬 | 0.01% | +12,697+30.4% | 加碼 |
| Yousif Capital Management, LLC | 54,576 | $97.5 萬 | 0.01% | +54,576 | 新進 |
| Vestmark Advisory Solutions, Inc. | 56,852 | $101.6 萬 | 0.06% | +16,718+41.7% | 加碼 |
| Voloridge Investment Management, LLC | 61,838 | $110.5 萬 | 0.01% | +61,838 | 新進 |
| Liberty One Investment Management, LLC | 62,457 | $111.6 萬 | 0.17% | −7,396−10.6% | 減碼 |
| swisspartners Ltd. | 62,573 | $114.3 萬 | 0.81% | 00.0% | 不變 |
| Truist Financial Corp | 64,592 | $115.5 萬 | 0.00% | +9,852+18.0% | 加碼 |
| US Bancorp | 65,609 | $117.4 萬 | 0.00% | +9,466+16.9% | 加碼 |
| KCS Wealth Advisory | 66,556 | $118.9 萬 | 0.48% | +4,999+8.1% | 加碼 |