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。
2022 年第 1 季 13F 持有人
UBS Group AG 在 2022/3/31 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
- 378
- 較 2021 年第 4 季 +12 家
- 持有股數
- 13.6 億
- 較 2021 年第 4 季 −2,474 萬 (−1.8%)
- 總市值
- $266.4 億
- 較 2021 年第 4 季 +$18.7 億 (+7.6%)
- 新進機構
- 57
- 另有 118 家加碼
- 清倉機構
- 45
- 另有 143 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Norges Bank | 156,611,018 | $30.8 億 | 0.67% | −7,599,027−4.6% | 減碼 |
| Dodge & Cox | 145,244,842 | $28.4 億 | 1.72% | +41,128,200+39.5% | 加碼 |
| Massachusetts Financial Services Co | 143,533,454 | $28.0 億 | 0.83% | +6,510,874+4.8% | 加碼 |
| UBS Group AG | 117,814,722 | $23.0 億 | 0.98% | −36,128,255−23.5% | 減碼 |
| Credit Suisse AG | 110,423,023 | $21.6 億 | 1.86% | +5,336,027+5.1% | 加碼 |
| Vanguard Group Inc | 109,491,398 | $21.4 億 | 0.05% | −12,6270.0% | 減碼 |
| Wellington Management Group LLP | 58,318,128 | $11.5 億 | 0.20% | +15,584,492+36.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,531,841 | $7.99 億 | 3.94% | −2,692,589−6.2% | 減碼 |
| Pictet Asset Management SA | 27,533,149 | $5.43 億 | 0.62% | −1,402,365−4.8% | 減碼 |
| Goldman Sachs Group Inc | 27,685,113 | $5.41 億 | 0.14% | −8,760,044−24.0% | 減碼 |
| Vontobel Holding Ltd. | 26,705,213 | $5.22 億 | 4.51% | +2,257,834+9.2% | 加碼 |
| FMR LLC | 22,202,096 | $4.34 億 | 0.03% | +182,734+0.8% | 加碼 |
| Amundi | 21,397,467 | $3.98 億 | 0.27% | −477,769−2.2% | 減碼 |
| Allianz Asset Management GmbH | 19,942,562 | $3.93 億 | 0.31% | −1,061,550−5.1% | 減碼 |
| Deutsche Bank AG | 19,580,683 | $3.83 億 | 0.18% | −1,882,321−8.8% | 減碼 |
| JPMorgan Chase & Co | 19,849,104 | $3.83 億 | 0.05% | −1,792,264−8.3% | 減碼 |
| Bank of America Corp | 11,858,004 | $2.32 億 | 0.02% | +3,829,443+47.7% | 加碼 |
| AXA S.A. | 11,529,338 | $2.25 億 | 0.64% | +2,626,944+29.5% | 加碼 |
| Russell Investments Group, Ltd. | 10,544,637 | $2.08 億 | 0.36% | +2,560,083+32.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,816,031 | $1.94 億 | 0.30% | −8,236,345−45.6% | 減碼 |
| Acadian Asset Management LLC | 9,564,467 | $1.89 億 | 0.78% | +9,266,627+3,111.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,416,910 | $1.85 億 | 0.12% | +9,416,910 | 新進 |
| Capital International Investors | 9,381,245 | $1.83 億 | 0.04% | −21,429,000−69.6% | 減碼 |
| Royal Bank of Canada | 9,004,864 | $1.76 億 | 0.05% | +569,751+6.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,701,752 | $1.74 億 | 0.43% | −2,495,456−22.3% | 減碼 |
| ARGA Investment Management, LP | 8,481,225 | $1.67 億 | 9.13% | +2,495,171+41.7% | 加碼 |
| Thornburg Investment Management Inc | 8,071,734 | $1.59 億 | 2.08% | −29,912−0.4% | 減碼 |
| Ameriprise Financial Inc | 7,437,703 | $1.49 億 | 0.04% | −1,417,958−16.0% | 減碼 |
| FIL Ltd | 7,226,499 | $1.42 億 | 0.15% | +2,581,273+55.6% | 加碼 |
| Bank of New York Mellon Corp | 6,933,947 | $1.35 億 | 0.03% | −185,867−2.6% | 減碼 |
| Banque Cantonale Vaudoise | 6,632,807 | $1.31 億 | 5.64% | +5,576+0.1% | 加碼 |
| Pzena Investment Management LLC | 6,562,217 | $1.28 億 | 0.48% | −44,269−0.7% | 減碼 |
| Invesco Ltd. | 6,026,361 | $1.18 億 | 0.03% | −954,531−13.7% | 減碼 |
| Korea Investment CORP | 5,287,498 | $1.04 億 | 0.26% | +1,227,167+30.2% | 加碼 |
| M&G Investment Management Ltd | 5,191,215 | $1.01 億 | 0.22% | +30,318+0.6% | 加碼 |
| Parametric Portfolio Associates LLC | 5,161,025 | $1.01 億 | 0.05% | +275,414+5.6% | 加碼 |
| Dimensional Fund Advisors LP | 4,348,771 | $8,498 萬 | 0.03% | +453,906+11.7% | 加碼 |
| Aviva PLC | 4,223,036 | $8,321 萬 | 0.42% | +1,399,275+49.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 4,150,095 | $8,160 萬 | 0.10% | +4,150,095 | 新進 |
| Neuberger Berman Group LLC | 4,064,675 | $8,003 萬 | 0.07% | −1,588,948−28.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 3,422,605 | $6,749 萬 | 1.43% | +425,963+14.2% | 加碼 |
| Mackenzie Financial Corp | 3,440,382 | $6,723 萬 | 0.09% | −721,106−17.3% | 減碼 |
| Canada Pension Plan Investment Board | 3,349,953 | $6,605 萬 | 0.09% | 00.0% | 不變 |
| Marshall Wace, LLP | 3,340,397 | $6,579 萬 | 0.14% | −1,356,249−28.9% | 減碼 |
| Exane Asset Management | 3,342,737 | $6,577 萬 | 31.80% | −1,043,624−23.8% | 減碼 |
| Morgan Stanley | 3,305,177 | $6,458 萬 | 0.01% | +113,559+3.6% | 加碼 |
| Great West Life Assurance Co | 3,073,334 | $6,401 萬 | 0.13% | −130,591−4.1% | 減碼 |
| Citigroup Inc | 3,061,886 | $6,037 萬 | 0.06% | −296,049−8.8% | 減碼 |
| Natixis Advisors, L.P. | 2,985,599 | $5,834 萬 | 0.22% | −37,625−1.2% | 減碼 |
| BlackRock Inc. | 2,465,156 | $4,817 萬 | 0.00% | +142,328+6.1% | 加碼 |
| Janus Henderson Group PLC | 2,392,738 | $4,718 萬 | 0.02% | −1,084,984−31.2% | 減碼 |
| Wells Fargo & Company | 2,375,101 | $4,641 萬 | 0.01% | −1,058,050−30.8% | 減碼 |
| Bank of Montreal | 2,346,380 | $4,627 萬 | 0.03% | −40,265−1.7% | 減碼 |
| Todd Asset Management LLC | 2,285,447 | $4,460 萬 | 0.98% | +99,726+4.6% | 加碼 |
| Nuveen Asset Management, LLC | 2,206,495 | $4,137 萬 | 0.01% | +1,565,545+244.3% | 加碼 |
| Brandes Investment Partners, LP | 2,087,352 | $4,079 萬 | 0.87% | −210,718−9.2% | 減碼 |
| Northern Trust Corp | 2,047,580 | $4,001 萬 | 0.01% | −226,454−10.0% | 減碼 |
| USS Investment Management Ltd | 2,008,112 | $3,948 萬 | 0.33% | −47,038−2.3% | 減碼 |
| Alliancebernstein L.P. | 1,938,390 | $3,788 萬 | 0.01% | −175,925−8.3% | 減碼 |
| Jupiter Asset Management Ltd | 1,897,907 | $3,742 萬 | 0.44% | +1,728,922+1,023.1% | 加碼 |
| Franklin Resources Inc | 1,903,084 | $3,723 萬 | 0.01% | +183,478+10.7% | 加碼 |
| Banque Pictet & Cie SA | 1,875,789 | $3,699 萬 | 0.29% | −116,527−5.8% | 減碼 |
| Public Sector Pension Investment Board | 1,744,440 | $3,440 萬 | 0.21% | −3,242−0.2% | 減碼 |
| State of Tennessee, Treasury Department | 1,738,475 | $3,428 萬 | 0.13% | −73,112−4.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 1,736,843 | $3,413 萬 | 0.37% | −922,740−34.7% | 減碼 |
| Credit Agricole S A | 1,744,722 | $3,409 萬 | 1.06% | +119,364+7.3% | 加碼 |
| Captrust Financial Advisors | 1,735,067 | $3,390 萬 | 0.22% | +96,720+5.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,629,552 | $3,213 萬 | 0.16% | +1,601,294+5,666.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,548,288 | $3,043 萬 | 0.02% | −57,916−3.6% | 減碼 |
| Zurich Insurance Group Ltd | 1,533,768 | $3,022 萬 | 0.37% | +347,547+29.3% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $3,016 萬 | 0.86% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 1,527,712 | $2,985 萬 | 0.12% | +64,055+4.4% | 加碼 |
| Raymond James & Associates | 1,481,154 | $2,894 萬 | 0.02% | −27,542−1.8% | 減碼 |
| Clark Capital Management Group, Inc. | 1,471,965 | $2,876 萬 | 0.32% | −1,670,247−53.2% | 減碼 |
| State of Wisconsin Investment Board | 1,425,377 | $2,811 萬 | 0.06% | +714,192+100.4% | 加碼 |
| Envestnet Asset Management Inc | 1,423,047 | $2,781 萬 | 0.01% | −110,625−7.2% | 減碼 |
| Two Sigma Advisers, LP | 1,289,465 | $2,520 萬 | 0.07% | +515,460+66.6% | 加碼 |
| Artemis Investment Management LLP | 1,213,158 | $2,387 萬 | 0.19% | +98,161+8.8% | 加碼 |
| Tocqueville Asset Management L.P. | 1,186,843 | $2,319 萬 | 0.35% | +24,525+2.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $2,319 萬 | 0.23% | 00.0% | 不變 |
| Calamos Advisors LLC | 1,093,432 | $2,137 萬 | 0.08% | −63,220−5.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 1,081,871 | $2,123 萬 | 0.47% | +221,036+25.7% | 加碼 |
| Susquehanna International Securities, Ltd. | 1,010,366 | $1,987 萬 | 15.89% | +737,469+270.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 938,910 | $1,845 萬 | 0.04% | +89,011+10.5% | 加碼 |
| Jane Street Group, LLC | 927,715 | $1,824 萬 | 0.03% | +108,598+13.3% | 加碼 |
| TD Asset Management Inc | 860,448 | $1,696 萬 | 0.02% | +20,386+2.4% | 加碼 |
| HSBC Holdings PLC | 814,436 | $1,602 萬 | 0.02% | −958,480−54.1% | 減碼 |
| Black Diamond Capital Management, L.L.C. | 812,089 | $1,565 萬 | 7.89% | +275,000+51.2% | 加碼 |
| National Bank of Canada | 822,816 | $1,499 萬 | 0.06% | +796,722+3,053.3% | 加碼 |
| Polar Capital Holdings Plc | 780,579 | $1,484 萬 | 0.09% | −203,968−20.7% | 減碼 |
| Eaton Vance Management | 720,782 | $1,409 萬 | 0.02% | +56,834+8.6% | 加碼 |
| Janney Capital Management LLC | 716,762 | $1,401 萬 | 1.00% | +8,846+1.2% | 加碼 |
| Pictet North America Advisors SA | 645,536 | $1,273 萬 | 1.48% | −220,862−25.5% | 減碼 |
| Algebris (UK) Ltd | 599,712 | $1,180 萬 | 5.69% | −616,065−50.7% | 減碼 |
| Virginia Retirement Systems Et Al | 593,996 | $1,171 萬 | 0.11% | +286,700+93.3% | 加碼 |
| LGT Group Foundation | 578,882 | $1,143 萬 | 0.27% | −170,230−22.7% | 減碼 |
| Susquehanna International Group Ltd. | 502,490 | $990.7 萬 | 3.38% | −700,469−58.2% | 減碼 |
| Voya Investment Management LLC | 501,628 | $989.1 萬 | 0.02% | −91,281−15.4% | 減碼 |
| Renaissance Group LLC | 447,553 | $874.5 萬 | 0.39% | −89,757−16.7% | 減碼 |
| Citadel Advisors LLC | 442,206 | $864.1 萬 | 0.01% | +355,486+409.9% | 加碼 |