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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 441,831 | $863.3 萬 | 0.03% | +38,885+9.7% | 加碼 |
| Westpac Banking Corp | 475,031 | $861.9 萬 | 0.10% | +475,031 | 新進 |
| Leuthold Group, LLC | 406,586 | $794.5 萬 | 1.02% | −1,548−0.4% | 減碼 |
| Simplex Trading, LLC | 371,095 | $725.1 萬 | 0.23% | +371,095 | 新進 |
| Henry James International Management, Inc. | 359,878 | $703.2 萬 | 2.77% | +18,707+5.5% | 加碼 |
| American Century Companies Inc | 346,258 | $676.6 萬 | 0.00% | +101,557+41.5% | 加碼 |
| Contravisory Investment Management, Inc. | 329,413 | $643.7 萬 | 1.83% | −3,688−1.1% | 減碼 |
| Value Partners Investments Inc. | 327,717 | $640.1 萬 | 0.54% | −45,000−12.1% | 減碼 |
| First Trust Advisors LP | 317,672 | $624.6 萬 | 0.01% | −77,818−19.7% | 減碼 |
| Mercer Global Advisors Inc | 299,919 | $586.0 萬 | 0.03% | −31,446−9.5% | 減碼 |
| SEI Investments Co | 293,491 | $571.6 萬 | 0.01% | +169,106+136.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 277,373 | $541.9 萬 | 0.01% | +261,002+1,594.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 256,523 | $501.3 萬 | 0.11% | +6,658+2.7% | 加碼 |
| Mirabella Financial Services LLP | 255,289 | $498.7 萬 | 0.57% | +255,289 | 新進 |
| Achmea Investment Management B.V. | 249,691 | $492.3 萬 | 0.13% | +249,691 | 新進 |
| Capital International Sarl | 243,290 | $478.1 萬 | 0.24% | −278,992−53.4% | 減碼 |
| Channing Global Advisors, LLC | 234,663 | $462.3 萬 | 4.47% | +234,663 | 新進 |
| MetLife Investment Management | 235,479 | $462.0 萬 | 0.03% | 00.0% | 不變 |
| Dorsey Wright & Associates | 231,746 | $452.8 萬 | 1.05% | −3,820−1.6% | 減碼 |
| NatWest Group plc | 220,563 | $430.9 萬 | 2.08% | +220,563 | 新進 |
| Geode Capital Management, LLC | 213,276 | $416.7 萬 | 0.00% | −3,555−1.6% | 減碼 |
| Clearbridge Investments, LLC | 219,094 | $416.5 萬 | 0.00% | +9,199+4.4% | 加碼 |
| Scotia Capital Inc. | 212,640 | $415.5 萬 | 0.03% | +16,763+8.6% | 加碼 |
| Parkwood LLC | 207,534 | $405.5 萬 | 0.68% | +207,534 | 新進 |
| Ensign Peak Advisors, Inc | 194,394 | $387.1 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 195,814 | $382.7 萬 | 0.01% | +65,741+50.5% | 加碼 |
| Assenagon Asset Management S.A. | 180,947 | $356.8 萬 | 0.01% | +55,537+44.3% | 加碼 |
| Brinker Capital Investments, LLC | 175,156 | $342.3 萬 | 0.05% | −8,351−4.6% | 減碼 |
| Metropolitan Life Insurance Co | 170,170 | $335.5 萬 | 0.12% | +2,126+1.3% | 加碼 |
| Advisor Group Holdings, Inc. | 173,006 | $329.0 萬 | 0.01% | −6,107−3.4% | 減碼 |
| Bridgeway Capital Management, LLC | 163,900 | $320.3 萬 | 0.06% | 00.0% | 不變 |
| Boston Partners | 160,729 | $314.1 萬 | 0.00% | +28,185+21.3% | 加碼 |
| Vident Investment Advisory, LLC | 159,327 | $314.0 萬 | 0.08% | −11,521−6.7% | 減碼 |
| Stifel Financial Corp | 150,081 | $293.3 萬 | 0.00% | −85,400−36.3% | 減碼 |
| RBF Capital, LLC | 150,000 | $292.3 萬 | 0.19% | −10,000−6.3% | 減碼 |
| Independent Advisor Alliance | 141,983 | $277.4 萬 | 0.13% | +141,983 | 新進 |
| Highland Capital Management, LLC | 134,514 | $262.8 萬 | 0.16% | −500.0% | 減碼 |
| Calamos Wealth Management LLC | 133,085 | $260.0 萬 | 0.19% | −4,790−3.5% | 減碼 |
| Power Corp of Canada | 129,800 | $255.4 萬 | 0.21% | +129,800 | 新進 |
| Logan Capital Management Inc | 126,007 | $246.2 萬 | 0.12% | +4,503+3.7% | 加碼 |
| Wetherby Asset Management Inc | 117,363 | $229.3 萬 | 0.13% | +4,807+4.3% | 加碼 |
| Hantz Financial Services, Inc. | 108,103 | $211.2 萬 | 0.06% | −2,965−2.7% | 減碼 |
| 1832 Asset Management L.P. | 109,185 | $211.0 萬 | 0.00% | +109,185 | 新進 |
| LPL Financial LLC | 107,095 | $209.3 萬 | 0.00% | −58,431−35.3% | 減碼 |
| Marietta Investment Partners LLC | 103,600 | $202.4 萬 | 0.46% | +22,250+27.4% | 加碼 |
| Capital International Inc | 99,651 | $196.0 萬 | 0.02% | −1,044,361−91.3% | 減碼 |
| Fullerton Fund Management Co Ltd. | 98,236 | $193.7 萬 | 0.10% | −164,360−62.6% | 減碼 |
| Banco Santander, S.A. | 105,590 | $191.6 萬 | 0.02% | −20,091−16.0% | 減碼 |
| Balyasny Asset Management LLC | 97,760 | $191.0 萬 | 0.01% | −744,730−88.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 97,213 | $190.0 萬 | 0.82% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 96,342 | $188.3 萬 | 0.03% | +10,710+12.5% | 加碼 |
| Ossiam | 89,018 | $175.5 萬 | 0.05% | +60,788+215.3% | 加碼 |
| GQG Partners LLC | 88,514 | $174.5 萬 | 0.00% | −13,094−12.9% | 減碼 |
| Capital International Ltd | 86,168 | $169.3 萬 | 0.10% | −263,858−75.4% | 減碼 |
| CSS LLC | 85,156 | $166.4 萬 | 0.07% | +33,800+65.8% | 加碼 |
| Metis Global Partners, LLC | 84,661 | $166.2 萬 | 0.20% | +66,575+368.1% | 加碼 |
| KCS Wealth Advisory | 81,359 | $159.0 萬 | 0.74% | +14,803+22.2% | 加碼 |
| Toroso Investments, LLC | 81,191 | $158.6 萬 | 0.05% | −8,735−9.7% | 減碼 |
| Altman Advisors, Inc. | 74,149 | $144.9 萬 | 0.75% | +74,149 | 新進 |
| U S Global Investors Inc | 73,000 | $142.6 萬 | 0.05% | −84,000−53.5% | 減碼 |
| Cullen Capital Management LLC | 72,893 | $142.4 萬 | 0.01% | −1,528,062−95.4% | 減碼 |
| Mitchell Capital Management Co | 72,706 | $142.1 萬 | 0.32% | +72,706 | 新進 |
| Thomas White International Ltd | 72,332 | $141.3 萬 | 0.24% | +3,245+4.7% | 加碼 |
| Schechter Investment Advisors, LLC | 69,899 | $136.6 萬 | 0.13% | −21,171−23.2% | 減碼 |
| Pathstone Family Office, LLC | 66,725 | $131.4 萬 | 0.03% | −1,816−2.6% | 減碼 |
| Sciencast Management LP | 68,468 | $127.0 萬 | 0.29% | +68,468 | 新進 |
| Cigna Investments Inc | 64,275 | $126.7 萬 | 0.16% | −4,457−6.5% | 減碼 |
| US Bancorp | 64,196 | $125.4 萬 | 0.00% | −1,413−2.2% | 減碼 |
| Guggenheim Capital LLC | 64,079 | $125.2 萬 | 0.01% | −2,617−3.9% | 減碼 |
| Capital Asset Advisory Services LLC | 63,876 | $124.8 萬 | 0.13% | +63,876 | 新進 |
| Private Advisor Group, LLC | 63,503 | $124.1 萬 | 0.01% | −10,986−14.7% | 減碼 |
| Comerica Bank | 69,285 | $124.1 萬 | 0.01% | −1,401−2.0% | 減碼 |
| Group One Trading, L.P. | 62,821 | $122.8 萬 | 0.03% | +62,821 | 新進 |
| swisspartners Ltd. | 60,528 | $119.0 萬 | 0.94% | −2,045−3.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 60,523 | $118.2 萬 | 0.00% | −9,016−13.0% | 減碼 |
| Truist Financial Corp | 59,842 | $116.9 萬 | 0.00% | −4,750−7.4% | 減碼 |
| Liberty One Investment Management, LLC | 59,616 | $116.5 萬 | 0.18% | −2,841−4.5% | 減碼 |
| Fosun International Ltd | 67,985 | $113.0 萬 | 0.10% | −256,105−79.0% | 減碼 |
| JustInvest LLC | 57,572 | $112.4 萬 | 0.05% | +19,737+52.2% | 加碼 |
| Yousif Capital Management, LLC | 54,576 | $106.6 萬 | 0.01% | 00.0% | 不變 |
| First Hawaiian Bank | 54,225 | $106.0 萬 | 0.03% | +54,225 | 新進 |
| Forum Financial Management, LP | 53,532 | $104.6 萬 | 0.05% | −10.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 52,509 | $102.6 萬 | 0.08% | +52,509 | 新進 |
| MML Investors Services, LLC | 52,068 | $101.7 萬 | 0.01% | −19,153−26.9% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 51,597 | $100.8 萬 | 0.64% | +3,287+6.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 50,881 | $99.4 萬 | 0.06% | −5,971−10.5% | 減碼 |
| Veriti Management LLC | 50,842 | $99.3 萬 | 0.12% | +3,855+8.2% | 加碼 |
| Atlas Capital Advisors LLC | 50,583 | $98.8 萬 | 0.15% | +1,176+2.4% | 加碼 |
| Greenleaf Trust | 49,743 | $97.2 萬 | 0.01% | +1,012+2.1% | 加碼 |
| Lake Street Advisors Group, LLC | 49,200 | $96.1 萬 | 0.06% | −79−0.2% | 減碼 |
| Investors Research Corp | 47,259 | $92.3 萬 | 0.26% | 00.0% | 不變 |
| HighTower Advisors, LLC | 44,760 | $87.3 萬 | 0.00% | −173−0.4% | 減碼 |
| Exane Derivatives | 44,380 | $87.1 萬 | 0.25% | −268,874−85.8% | 減碼 |
| SOL Capital Management CO | 43,680 | $85.4 萬 | 0.15% | −1,000−2.2% | 減碼 |
| 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 |
| Henshaw Capital LLC | 40,288 | $78.7 萬 | 0.05% | +40,288 | 新進 |
| Creative Planning | 39,320 | $76.9 萬 | 0.00% | +4,481+12.9% | 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 |