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 |
|---|---|---|---|---|---|
| Balentine LLC | 11,397 | $22.3 萬 | 0.01% | +11,397 | 新進 |
| TownSquare Capital, LLC | 11,483 | $22.4 萬 | 0.01% | −172−1.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 11,475 | $22.4 萬 | 0.02% | +11,475 | 新進 |
| Cullen/Frost Bankers, Inc. | 11,638 | $22.7 萬 | 0.00% | +500+4.5% | 加碼 |
| M&T Bank Corp | 11,676 | $22.8 萬 | 0.00% | +30.0% | 加碼 |
| First Republic Investment Management, Inc. | 11,979 | $23.4 萬 | 0.00% | −38,557−76.3% | 減碼 |
| Glenmede Trust Co NA | 11,997 | $23.4 萬 | 0.00% | −847−6.6% | 減碼 |
| Cedar Brook Financial Partners, LLC | 12,078 | $23.6 萬 | 0.06% | −6,107−33.6% | 減碼 |
| Pictet & Cie (Europe) SA | 12,053 | $23.8 萬 | 0.01% | +12,053 | 新進 |
| Claraphi Advisory Network, LLC | 12,300 | $24.0 萬 | 0.07% | 00.0% | 不變 |
| Stephens Inc | 12,336 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 14,259 | $24.2 萬 | 0.00% | +9,627+207.8% | 加碼 |
| Pinnacle Associates Ltd | 12,641 | $24.7 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 12,736 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| First National Bank of Hutchinson | 12,777 | $25.0 萬 | 0.15% | +12,777 | 新進 |
| Syquant Capital SAS | 12,728 | $25.1 萬 | 0.13% | +12,728 | 新進 |
| Gitterman Wealth Management, LLC | 13,086 | $25.6 萬 | 0.21% | +325+2.5% | 加碼 |
| Checchi Capital Advisers, LLC | 13,192 | $25.8 萬 | 0.03% | +207+1.6% | 加碼 |
| Vise Technologies, Inc. | 13,396 | $26.2 萬 | 0.10% | +13,396 | 新進 |
| Boston Private Wealth LLC | 13,448 | $26.3 萬 | 0.00% | +2,841+26.8% | 加碼 |
| Lindbrook Capital, LLC | 13,926 | $27.2 萬 | 0.04% | +89+0.6% | 加碼 |
| Cresset Asset Management, LLC | 13,899 | $27.2 萬 | 0.00% | +721+5.5% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $27.5 萬 | 0.19% | 00.0% | 不變 |
| MQS Management LLC | 14,141 | $27.6 萬 | 0.22% | +14,141 | 新進 |
| Parallel Advisors, LLC | 14,274 | $27.8 萬 | 0.01% | −469−3.2% | 減碼 |
| Commonwealth Equity Services, LLC | 14,304 | $27.9 萬 | 0.00% | −103−0.7% | 減碼 |
| AE Wealth Management LLC | 14,489 | $28.3 萬 | 0.00% | −1,889−11.5% | 減碼 |
| Evergreen Capital Management LLC | 14,512 | $28.4 萬 | 0.01% | +1,836+14.5% | 加碼 |
| Wrapmanager Inc | 14,563 | $28.5 萬 | 0.08% | −24−0.2% | 減碼 |
| FDx Advisors, Inc. | 14,910 | $29.1 萬 | 0.01% | −12,074−44.7% | 減碼 |
| Clarius Group, LLC | 16,338 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Aaron Wealth Advisors | 5,803 | $29.7 萬 | 0.01% | +5,803 | 新進 |
| Ballentine Partners, LLC | 15,787 | $30.8 萬 | 0.01% | −73−0.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 15,826 | $30.9 萬 | 0.01% | +4,466+39.3% | 加碼 |
| Sage Rhino Capital LLC | 16,235 | $31.7 萬 | 0.10% | +140+0.9% | 加碼 |
| Prudential Financial Inc | 16,255 | $31.7 萬 | 0.00% | +1,160+7.7% | 加碼 |
| Kestra Advisory Services, LLC | 16,503 | $32.2 萬 | 0.00% | −8,738−34.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 16,958 | $33.1 萬 | 0.00% | −19,140−53.0% | 減碼 |
| Clearstead Advisors, LLC | 16,916 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Bokf, NA | 16,920 | $33.1 萬 | 0.01% | +1,914+12.8% | 加碼 |
| Ritholtz Wealth Management | 17,439 | $34.1 萬 | 0.02% | +3,303+23.4% | 加碼 |
| Beach Investment Counsel Inc | 17,650 | $34.5 萬 | 0.04% | 00.0% | 不變 |
| Comerica Securities,inc. | 17,738 | $34.7 萬 | 0.02% | −197−1.1% | 減碼 |
| Oppenheimer & Co Inc | 18,195 | $35.6 萬 | 0.01% | −1,163−6.0% | 減碼 |
| Studio Investment Management LLC | 19,793 | $38.7 萬 | 0.13% | −1,320−6.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 20,000 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| Altium Wealth Management LLC | 20,380 | $39.8 萬 | 0.03% | +20,380 | 新進 |
| American Trust Investment Advisors, LLC | 20,600 | $40.3 萬 | 0.21% | 00.0% | 不變 |
| Colony Group LLC | 21,415 | $41.8 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 21,546 | $42.1 萬 | 0.01% | −2,822−11.6% | 減碼 |
| Compton Wealth Advisory Group, LLC | 21,894 | $42.8 萬 | 0.17% | +21,894 | 新進 |
| Quadrant Capital Group LLC | 22,209 | $43.4 萬 | 0.05% | +3,978+21.8% | 加碼 |
| Wolverine Trading, LLC | 22,769 | $44.3 萬 | 0.01% | +22,769 | 新進 |
| Baker Ellis Asset Management LLC | 23,500 | $45.9 萬 | 0.08% | +11,200+91.1% | 加碼 |
| Advisor Partners LLC | 23,622 | $46.2 萬 | 0.03% | −2,208−8.5% | 減碼 |
| Sawtooth Solutions, LLC | 23,809 | $46.5 萬 | 0.06% | −47,381−66.6% | 減碼 |
| Cetera Investment Advisers | 23,854 | $46.6 萬 | 0.01% | −452−1.9% | 減碼 |
| Private Capital Group, LLC | 24,066 | $47.0 萬 | 0.11% | −614−2.5% | 減碼 |
| West Family Investments, Inc. | 24,290 | $47.5 萬 | 0.14% | +225+0.9% | 加碼 |
| Gradient Investments LLC | 24,417 | $47.7 萬 | 0.01% | −1,057−4.1% | 減碼 |
| Financial Counselors Inc | 24,739 | $48.3 萬 | 0.01% | −495−2.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 24,726 | $48.3 萬 | 0.00% | +1,412+6.1% | 加碼 |
| Blueshift Asset Management, LLC | 24,895 | $48.6 萬 | 0.04% | +24,895 | 新進 |
| Fisher Asset Management, LLC | 25,200 | $49.2 萬 | 0.00% | +339+1.4% | 加碼 |
| National Asset Management, Inc. | 25,543 | $50.1 萬 | 0.02% | +8,689+51.6% | 加碼 |
| Old National Bancorp | 25,838 | $50.5 萬 | 0.02% | +2,057+8.6% | 加碼 |
| Morningstar Investment Services LLC | 26,053 | $50.9 萬 | 0.01% | +5,759+28.4% | 加碼 |
| Corient Capital Partners, LLC | 26,329 | $51.4 萬 | 0.03% | +1,027+4.1% | 加碼 |
| Winning Points Advisors, LLC | 27,202 | $53.2 萬 | 0.41% | +27,202 | 新進 |
| Tower Research Capital LLC (TRC) | 27,552 | $53.8 萬 | 0.01% | +26,503+2,526.5% | 加碼 |
| Janney Montgomery Scott LLC | 32,774 | $64.0 萬 | 0.00% | −34,642−51.4% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 32,622 | $64.2 萬 | 1.69% | −11,808−26.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 33,034 | $64.5 萬 | 0.01% | −156,528−82.6% | 減碼 |
| Rehmann Capital Advisory Group | 33,614 | $66.0 萬 | 0.06% | −297−0.9% | 減碼 |
| Qtron Investments LLC | 35,646 | $70.3 萬 | 0.16% | 00.0% | 不變 |
| Park Avenue Securities LLC | 36,127 | $70.6 萬 | 0.01% | −14,836−29.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 36,649 | $71.6 萬 | 0.01% | +1,721+4.9% | 加碼 |
| Signaturefd, LLC | 36,834 | $72.0 萬 | 0.02% | +1,766+5.0% | 加碼 |
| Raymond James Trust N.A. | 37,002 | $72.3 萬 | 0.02% | −3,595−8.9% | 減碼 |
| Gabelli Funds LLC | 37,000 | $72.3 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 39,320 | $76.9 萬 | 0.00% | +4,481+12.9% | 加碼 |
| Henshaw Capital LLC | 40,288 | $78.7 萬 | 0.05% | +40,288 | 新進 |
| Fifth Third Bancorp | 42,010 | $82.1 萬 | 0.00% | −662−1.6% | 減碼 |
| Mariner, LLC | 42,008 | $82.1 萬 | 0.00% | +10,953+35.3% | 加碼 |
| SOL Capital Management CO | 43,680 | $85.4 萬 | 0.15% | −1,000−2.2% | 減碼 |
| Exane Derivatives | 44,380 | $87.1 萬 | 0.25% | −268,874−85.8% | 減碼 |
| HighTower Advisors, LLC | 44,760 | $87.3 萬 | 0.00% | −173−0.4% | 減碼 |
| Investors Research Corp | 47,259 | $92.3 萬 | 0.26% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 49,200 | $96.1 萬 | 0.06% | −79−0.2% | 減碼 |
| Greenleaf Trust | 49,743 | $97.2 萬 | 0.01% | +1,012+2.1% | 加碼 |
| Atlas Capital Advisors LLC | 50,583 | $98.8 萬 | 0.15% | +1,176+2.4% | 加碼 |
| Veriti Management LLC | 50,842 | $99.3 萬 | 0.12% | +3,855+8.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 50,881 | $99.4 萬 | 0.06% | −5,971−10.5% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 51,597 | $100.8 萬 | 0.64% | +3,287+6.8% | 加碼 |
| MML Investors Services, LLC | 52,068 | $101.7 萬 | 0.01% | −19,153−26.9% | 減碼 |
| Laurel Wealth Advisors, Inc. | 52,509 | $102.6 萬 | 0.08% | +52,509 | 新進 |
| Forum Financial Management, LP | 53,532 | $104.6 萬 | 0.05% | −10.0% | 減碼 |
| First Hawaiian Bank | 54,225 | $106.0 萬 | 0.03% | +54,225 | 新進 |
| Yousif Capital Management, LLC | 54,576 | $106.6 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 57,572 | $112.4 萬 | 0.05% | +19,737+52.2% | 加碼 |