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 2 季 13F 持有人
UBS Group AG 在 2022/6/30 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
- 371
- 較 2022 年第 1 季 −2 家
- 持有股數
- 12.9 億
- 較 2022 年第 1 季 −6,074 萬 (−4.5%)
- 總市值
- $209.1 億
- 較 2022 年第 1 季 −$56.0 億 (−21.1%)
- 新進機構
- 48
- 另有 120 家加碼
- 清倉機構
- 50
- 另有 146 家減碼
另有 5 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 11,391 | $18.5 萬 | 0.01% | −3,121−21.5% | 減碼 |
| Shilanski & Associates, Inc. | 11,544 | $18.7 萬 | 0.09% | +566+5.2% | 加碼 |
| Verition Fund Management LLC | 11,787 | $19.1 萬 | 0.00% | +11,787 | 新進 |
| Pictet & Cie (Europe) SA | 11,985 | $19.3 萬 | 0.01% | −68−0.6% | 減碼 |
| Gitterman Wealth Management, LLC | 12,132 | $19.5 萬 | 0.18% | −954−7.3% | 減碼 |
| GWM Advisors LLC | 12,084 | $19.6 萬 | 0.00% | −652−5.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,094 | $19.6 萬 | 0.04% | +12,094 | 新進 |
| Claraphi Advisory Network, LLC | 12,300 | $20.0 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 12,641 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 12,814 | $20.7 萬 | 0.02% | +12,814 | 新進 |
| First National Bank of Hutchinson | 12,821 | $20.8 萬 | 0.15% | +44+0.3% | 加碼 |
| Balentine LLC | 13,074 | $21.2 萬 | 0.01% | +1,677+14.7% | 加碼 |
| Synovus Financial Corp | 13,408 | $21.9 萬 | 0.00% | +13,408 | 新進 |
| Cozad Asset Management Inc | 13,900 | $22.5 萬 | 0.04% | +2,910+26.5% | 加碼 |
| Boston Private Wealth LLC | 13,881 | $22.6 萬 | 0.00% | +433+3.2% | 加碼 |
| FDx Advisors, Inc. | 14,062 | $22.8 萬 | 0.01% | −848−5.7% | 減碼 |
| Parallel Advisors, LLC | 14,261 | $23.1 萬 | 0.01% | −13−0.1% | 減碼 |
| swisspartners Advisors Ltd | 14,000 | $23.3 萬 | 0.20% | 00.0% | 不變 |
| Wrapmanager Inc | 14,412 | $23.4 萬 | 0.07% | −151−1.0% | 減碼 |
| Bokf, NA | 14,472 | $23.5 萬 | 0.00% | −2,448−14.5% | 減碼 |
| Glenmede Trust Co NA | 14,592 | $23.6 萬 | 0.00% | +2,595+21.6% | 加碼 |
| Cresset Asset Management, LLC | 14,641 | $23.8 萬 | 0.00% | +742+5.3% | 加碼 |
| Cerity Partners LLC | 14,788 | $24.0 萬 | 0.00% | +14,788 | 新進 |
| AE Wealth Management LLC | 15,051 | $24.4 萬 | 0.00% | +562+3.9% | 加碼 |
| Checchi Capital Advisers, LLC | 15,065 | $24.5 萬 | 0.02% | +1,873+14.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 15,201 | $24.7 萬 | 0.00% | −1,757−10.4% | 減碼 |
| Ballentine Partners, LLC | 15,543 | $25.2 萬 | 0.01% | −244−1.5% | 減碼 |
| Prudential Financial Inc | 15,911 | $26.1 萬 | 0.00% | −344−2.1% | 減碼 |
| OPSEU Pension Plan Trust Fund | 16,546 | $26.4 萬 | 0.07% | +16,546 | 新進 |
| Oppenheimer & Co Inc | 16,329 | $26.5 萬 | 0.01% | −1,866−10.3% | 減碼 |
| Sage Rhino Capital LLC | 16,358 | $26.5 萬 | 0.10% | +123+0.8% | 加碼 |
| Clearstead Advisors, LLC | 16,916 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 16,925 | $27.5 萬 | 0.12% | −4,969−22.7% | 減碼 |
| Comerica Securities,inc. | 17,469 | $28.3 萬 | 0.02% | −269−1.5% | 減碼 |
| Clarius Group, LLC | 17,462 | $28.3 萬 | 0.03% | +1,124+6.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 17,596 | $28.5 萬 | 0.01% | +1,770+11.2% | 加碼 |
| Corient Capital Partners, LLC | 17,647 | $28.6 萬 | 0.02% | −8,682−33.0% | 減碼 |
| Beach Investment Counsel Inc | 17,650 | $28.6 萬 | 0.04% | 00.0% | 不變 |
| M&T Bank Corp | 18,676 | $30.3 萬 | 0.00% | +7,000+60.0% | 加碼 |
| Colony Group LLC | 18,860 | $30.6 萬 | 0.01% | −2,555−11.9% | 減碼 |
| Commonwealth Equity Services, LLC | 18,889 | $30.6 萬 | 0.00% | +4,585+32.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 19,098 | $31.0 萬 | 0.04% | +19,098 | 新進 |
| Kestra Advisory Services, LLC | 19,762 | $32.1 萬 | 0.00% | +3,259+19.7% | 加碼 |
| American Trust Investment Advisors, LLC | 20,600 | $33.4 萬 | 0.21% | 00.0% | 不變 |
| Studio Investment Management LLC | 21,587 | $35.0 萬 | 0.12% | +1,794+9.1% | 加碼 |
| Quadrant Capital Group LLC | 21,841 | $35.4 萬 | 0.05% | −368−1.7% | 減碼 |
| Spire Wealth Management | 21,795 | $35.4 萬 | 0.01% | +249+1.2% | 加碼 |
| Exane Derivatives | 22,455 | $36.0 萬 | 0.21% | −21,925−49.4% | 減碼 |
| Cetera Investment Advisers | 22,426 | $36.4 萬 | 0.01% | −1,428−6.0% | 減碼 |
| Advisor Partners LLC | 22,529 | $36.5 萬 | 0.03% | −1,093−4.6% | 減碼 |
| West Family Investments, Inc. | 23,081 | $37.4 萬 | 0.15% | −1,209−5.0% | 減碼 |
| Vise Technologies, Inc. | 23,119 | $37.5 萬 | 0.15% | +9,723+72.6% | 加碼 |
| Gradient Investments LLC | 24,295 | $39.4 萬 | 0.01% | −122−0.5% | 減碼 |
| Financial Counselors Inc | 24,414 | $39.6 萬 | 0.01% | −325−1.3% | 減碼 |
| Fisher Asset Management, LLC | 24,907 | $40.4 萬 | 0.00% | −293−1.2% | 減碼 |
| National Asset Management, Inc. | 24,997 | $40.7 萬 | 0.02% | −546−2.1% | 減碼 |
| Baker Ellis Asset Management LLC | 25,100 | $40.7 萬 | 0.08% | +1,600+6.8% | 加碼 |
| Old National Bancorp | 25,694 | $41.7 萬 | 0.01% | −144−0.6% | 減碼 |
| Bayesian Capital Management, LP | 25,800 | $41.8 萬 | 0.08% | +25,800 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 25,922 | $42.0 萬 | 0.00% | +1,196+4.8% | 加碼 |
| Citadel Advisors LLC | 26,300 | $42.7 萬 | 0.00% | −415,906−94.1% | 減碼 |
| Winning Points Advisors, LLC | 27,202 | $44.1 萬 | 0.48% | 00.0% | 不變 |
| Private Capital Group, LLC | 27,418 | $44.5 萬 | 0.33% | +3,352+13.9% | 加碼 |
| Guggenheim Capital LLC | 30,869 | $50.0 萬 | 0.00% | −33,210−51.8% | 減碼 |
| Cookson Peirce & Co Inc | 31,295 | $50.8 萬 | 0.03% | +31,295 | 新進 |
| Morningstar Investment Services LLC | 32,033 | $52.6 萬 | 0.01% | +5,980+23.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 32,584 | $52.8 萬 | 0.01% | −450−1.4% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 32,622 | $53.1 萬 | 1.41% | 00.0% | 不變 |
| MML Investors Services, LLC | 33,211 | $53.9 萬 | 0.00% | −18,857−36.2% | 減碼 |
| Rehmann Capital Advisory Group | 33,736 | $54.7 萬 | 0.06% | +122+0.4% | 加碼 |
| Altium Wealth Management LLC | 34,106 | $55.3 萬 | 0.04% | +13,726+67.4% | 加碼 |
| Janney Montgomery Scott LLC | 33,839 | $56.0 萬 | 0.00% | +1,065+3.2% | 加碼 |
| Gabelli Funds LLC | 37,000 | $60.0 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 36,959 | $60.0 萬 | 0.02% | −43−0.1% | 減碼 |
| Henshaw Capital LLC | 37,890 | $61.5 萬 | 0.04% | −2,398−6.0% | 減碼 |
| Virtu Financial LLC | 37,898 | $61.5 萬 | 0.05% | +37,898 | 新進 |
| SOL Capital Management CO | 39,580 | $64.2 萬 | 0.13% | −4,100−9.4% | 減碼 |
| Creative Planning | 39,618 | $64.3 萬 | 0.00% | +298+0.8% | 加碼 |
| Park Avenue Securities LLC | 39,794 | $64.5 萬 | 0.01% | +3,667+10.2% | 加碼 |
| BTC Capital Management, Inc. | 40,839 | $65.9 萬 | 0.08% | +40,839 | 新進 |
| Fifth Third Bancorp | 41,315 | $67.0 萬 | 0.00% | −695−1.7% | 減碼 |
| HighTower Advisors, LLC | 42,302 | $68.7 萬 | 0.00% | −2,458−5.5% | 減碼 |
| Truist Financial Corp | 42,456 | $68.8 萬 | 0.00% | −17,386−29.1% | 減碼 |
| Mariner, LLC | 43,115 | $69.9 萬 | 0.00% | +1,107+2.6% | 加碼 |
| Qtron Investments LLC | 44,309 | $71.2 萬 | 0.16% | +8,663+24.3% | 加碼 |
| Lake Street Advisors Group, LLC | 44,692 | $72.5 萬 | 0.05% | −4,508−9.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 44,912 | $72.8 萬 | 0.04% | −5,969−11.7% | 減碼 |
| Signaturefd, LLC | 44,888 | $72.8 萬 | 0.02% | +8,054+21.9% | 加碼 |
| Ritholtz Wealth Management | 44,981 | $73.0 萬 | 0.05% | +27,542+157.9% | 加碼 |
| Investors Research Corp | 47,259 | $76.7 萬 | 0.23% | 00.0% | 不變 |
| PDT Partners, LLC | 48,361 | $78.4 萬 | 0.07% | +48,361 | 新進 |
| Private Advisor Group, LLC | 49,389 | $80.0 萬 | 0.01% | −14,114−22.2% | 減碼 |
| Greenleaf Trust | 49,562 | $80.4 萬 | 0.01% | −181−0.4% | 減碼 |
| Atlas Capital Advisors LLC | 50,583 | $82.0 萬 | 0.14% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 52,049 | $84.4 萬 | 0.09% | +52,049 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 52,565 | $85.3 萬 | 0.59% | +968+1.9% | 加碼 |
| Veriti Management LLC | 53,055 | $86.1 萬 | 0.12% | +2,213+4.4% | 加碼 |
| Forum Financial Management, LP | 53,533 | $86.8 萬 | 0.04% | +10.0% | 加碼 |
| Yousif Capital Management, LLC | 54,181 | $87.9 萬 | 0.01% | −395−0.7% | 減碼 |
| First Hawaiian Bank | 54,217 | $87.9 萬 | 0.03% | −80.0% | 減碼 |