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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 767 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 季與 2021 年第 4 季比較

持有 UBS Group AG 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

UBS 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數3693378+12
股數13.9 億1,47813.6 億−2,474 萬 (−1.8%)
市值$247.7 億$2.60 萬$266.4 億+$18.7 億 (+7.6%)

3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(57 家)

2022 年第 1 季季末持有 UBS Group AG、2021 年第 4 季季末沒有持有的機構。

2022 年第 1 季新進 UBS 的機構
機構股數市值佔組合 %
Sumitomo Mitsui Trust Holdings, Inc.9,416,910$1.85 億0.12%
Arrowstreet Capital, Limited Partnership4,150,095$8,160 萬0.10%
Westpac Banking Corp475,031$861.9 萬0.10%
Simplex Trading, LLC371,095$725.1 萬0.23%
Mirabella Financial Services LLP255,289$498.7 萬0.57%
Achmea Investment Management B.V.249,691$492.3 萬0.13%
Channing Global Advisors, LLC234,663$462.3 萬4.47%
NatWest Group plc220,563$430.9 萬2.08%
Parkwood LLC207,534$405.5 萬0.68%
Independent Advisor Alliance141,983$277.4 萬0.13%
Power Corp of Canada129,800$255.4 萬0.21%
1832 Asset Management L.P.109,185$211.0 萬0.00%
Altman Advisors, Inc.74,149$144.9 萬0.75%
Mitchell Capital Management Co72,706$142.1 萬0.32%
Sciencast Management LP68,468$127.0 萬0.29%
Capital Asset Advisory Services LLC63,876$124.8 萬0.13%
Group One Trading, L.P.62,821$122.8 萬0.03%
First Hawaiian Bank54,225$106.0 萬0.03%
Laurel Wealth Advisors, Inc.52,509$102.6 萬0.08%
Henshaw Capital LLC40,288$78.7 萬0.05%
Winning Points Advisors, LLC27,202$53.2 萬0.41%
Blueshift Asset Management, LLC24,895$48.6 萬0.04%
Wolverine Trading, LLC22,769$44.3 萬0.01%
Compton Wealth Advisory Group, LLC21,894$42.8 萬0.17%
Altium Wealth Management LLC20,380$39.8 萬0.03%
Aaron Wealth Advisors5,803$29.7 萬0.01%
MQS Management LLC14,141$27.6 萬0.22%
Vise Technologies, Inc.13,396$26.2 萬0.10%
Syquant Capital SAS12,728$25.1 萬0.13%
First National Bank of Hutchinson12,777$25.0 萬0.15%
Pictet & Cie (Europe) SA12,053$23.8 萬0.01%
Dorsey & Whitney Trust CO LLC11,475$22.4 萬0.02%
Balentine LLC11,397$22.3 萬0.01%
Burns Matteson Capital Management, LLC11,124$21.7 萬0.15%
Shilanski & Associates, Inc.10,978$21.5 萬0.09%
Beacon Pointe Advisors, LLC10,958$21.4 萬0.00%
Select Asset Management & Trust10,750$21.0 萬0.18%
Capital Fund Management S.A.10,403$20.3 萬0.01%
Change Path, LLC10,084$19.7 萬0.01%
Verus Capital Partners, LLC10,150$18.8 萬0.03%
Selective Wealth Management, Inc.5,121$10.0 萬0.04%
SG3 Management, LLC5,000$9.80 萬0.03%
Focused Wealth Management, Inc4,400$8.60 萬0.01%
Altshuler Shaham Ltd3,895$7.60 萬0.00%
Prospera Financial Services Inc3,300$6.40 萬0.00%
Creative Financial Designs Inc3,200$6.30 萬0.01%
CKW Financial Group2,700$5.30 萬0.01%
Money Concepts Capital Corp1,828$3.60 萬0.00%
Global Retirement Partners, LLC1,629$3.10 萬0.00%
Commons Capital, LLC1,170$2.30 萬0.02%
TCWP LLC690$1.30 萬0.00%
Brewin Dolphin Wealth Management Ltd534$1.00 萬0.00%
Optimum Investment Advisors358$7,0000.00%
Lazard Asset Management LLC337$6,0000.00%
CIBC Private Wealth Group, LLC326$6,0000.00%
Geneos Wealth Management Inc.282$5,0000.00%
Federated Hermes, Inc.42$1,0000.00%

清倉機構(45 家)

2021 年第 4 季季末持有 UBS Group AG、2022 年第 1 季有申報但已經沒有持有的機構。

2022 年第 1 季清倉 UBS 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Barclays PLC27,173,428$4.86 億
Schroder Investment Management Group5,412,378$8,887 萬
Millennium Management LLC571,951$1,022 萬
Carlson Capital L P447,843$800.3 萬
Castleark Management LLC376,400$672.6 萬
Eqis Capital Management, Inc.188,928$337.6 萬
Bank Julius Baer & Co. Ltd, Zurich178,620$321.9 萬
Optiver Holding B.V.172,451$310.3 萬
Qube Research & Technologies Ltd156,629$279.9 萬
Eisler Capital (UK) Ltd.100,000$163.9 萬
Krilogy Financial LLC83,821$149.8 萬
Greenwich Investment Management, Inc.82,360$147.2 萬
Voloridge Investment Management, LLC61,838$110.5 萬
Advisors Asset Management, Inc.54,416$97.2 萬
Capricorn Fund Managers Ltd30,000$53.6 萬
B. Riley Wealth Management, Inc.24,647$44.0 萬
HAP Trading, LLC24,000$42.9 萬
Schonfeld Strategic Advisors LLC23,833$42.9 萬
Virtu Financial LLC23,946$42.8 萬
Aigen Investment Management, LP21,093$37.7 萬
Magnetar Financial LLC19,410$34.7 萬
Walleye Capital LLC17,800$31.8 萬
Bellecapital International Ltd.16,571$29.1 萬
JB Capital LLC14,955$26.7 萬
Synovus Financial Corp13,764$24.7 萬
Csenge Advisory Group15,172$23.5 萬
Stock Yards Bank & Trust Co11,848$21.2 萬
SG Americas Securities, LLC11,496$20.5 萬
Great Lakes Advisors, LLC11,197$20.0 萬
Ethic Inc.10,709$19.1 萬
Cullinan Associates Inc10,000$17.9 萬
JBF Capital, Inc.4,500$7.40 萬
Graves-Light Private Wealth Management, Inc.1,988$3.60 萬
Aquatic Capital Management LLC1,700$3.00 萬
Evoke Wealth, LLC424$8,000
Truvestments Capital LLC417$7,000
Arlington Partners LLC287$5,000
Snowden Capital Advisors LLC331$5,000
McDonald Partners LLC115$2,055
Absolute Capital Management, LLC115$2,055
Plante Moran Financial Advisors, LLC85$2,000
McCarthy Grittinger Financial Group, LLC94$1,680
Country Trust Bank62$1,000
Manchester Capital Management LLC35$1,000
Concord Wealth Partners24$0

尚未申報 2022 年第 1 季的機構(3 家)

2021 年第 4 季季末持有 UBS Group AG、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 UBS、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
NEXT Financial Group, Inc1,296$2.30 萬
Bell Investment Advisors, Inc147$3,000
Carroll Financial Associates, Inc.35$0