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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 288,060 | $467.2 萬 | 0.01% | +10,687+3.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 256,035 | $415.3 萬 | 0.11% | −488−0.2% | 減碼 |
| Leuthold Group, LLC | 248,186 | $402.6 萬 | 0.57% | −158,400−39.0% | 減碼 |
| Achmea Investment Management B.V. | 249,077 | $400.4 萬 | 0.13% | −614−0.2% | 減碼 |
| Mercer Global Advisors Inc | 245,178 | $397.7 萬 | 0.02% | −54,741−18.3% | 減碼 |
| Ontario Teachers Pension Plan Board | 243,134 | $392.0 萬 | 0.05% | +243,134 | 新進 |
| Advisor Group Holdings, Inc. | 235,780 | $382.5 萬 | 0.01% | +62,774+36.3% | 加碼 |
| MetLife Investment Management | 235,479 | $379.0 萬 | 0.03% | 00.0% | 不變 |
| Twin Tree Management, LP | 233,097 | $378.1 萬 | 0.07% | +233,097 | 新進 |
| Schonfeld Strategic Advisors LLC | 231,023 | $372.4 萬 | 0.04% | +231,023 | 新進 |
| Scotia Capital Inc. | 223,409 | $362.4 萬 | 0.03% | +10,769+5.1% | 加碼 |
| NatWest Group plc | 214,191 | $347.4 萬 | 1.97% | −6,372−2.9% | 減碼 |
| Parkwood LLC | 209,080 | $339.1 萬 | 0.68% | +1,546+0.7% | 加碼 |
| Clearbridge Investments, LLC | 207,750 | $337.0 萬 | 0.00% | −11,344−5.2% | 減碼 |
| Dorsey Wright & Associates | 204,847 | $332.3 萬 | 0.97% | −26,899−11.6% | 減碼 |
| Ensign Peak Advisors, Inc | 194,394 | $328.3 萬 | 0.01% | 00.0% | 不變 |
| Geode Capital Management, LLC | 194,394 | $315.3 萬 | 0.00% | −18,882−8.9% | 減碼 |
| Brinker Capital Investments, LLC | 181,945 | $295.1 萬 | 0.06% | +6,789+3.9% | 加碼 |
| Susquehanna International Group, LLP | 178,580 | $289.0 萬 | 0.01% | −17,234−8.8% | 減碼 |
| Boston Partners | 174,341 | $282.8 萬 | 0.00% | +13,612+8.5% | 加碼 |
| Eisler Capital (UK) Ltd. | 179,764 | $276.7 萬 | 0.29% | +179,764 | 新進 |
| Metropolitan Life Insurance Co | 170,170 | $273.6 萬 | 0.12% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 162,900 | $264.2 萬 | 0.06% | −1,000−0.6% | 減碼 |
| Baader Bank INC | 162,330 | $261.6 萬 | 0.26% | +162,330 | 新進 |
| Vident Investment Advisory, LLC | 162,717 | $261.4 萬 | 0.08% | +3,390+2.1% | 加碼 |
| Ossiam | 162,369 | $261.0 萬 | 0.08% | +73,351+82.4% | 加碼 |
| RBF Capital, LLC | 150,000 | $259.9 萬 | 0.18% | 00.0% | 不變 |
| United Services Automobile Association | 158,595 | $255.7 萬 | 0.07% | +158,595 | 新進 |
| Metis Global Partners, LLC | 154,041 | $248.4 萬 | 0.40% | +69,380+82.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 144,488 | $234.3 萬 | 0.04% | +48,146+50.0% | 加碼 |
| Logan Capital Management Inc | 142,457 | $231.1 萬 | 0.13% | +16,450+13.1% | 加碼 |
| Highland Capital Management, LLC | 134,514 | $218.2 萬 | 0.16% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 135,219 | $217.4 萬 | 0.01% | −45,728−25.3% | 減碼 |
| Wetherby Asset Management Inc | 133,272 | $216.2 萬 | 0.15% | +15,909+13.6% | 加碼 |
| Banco Santander, S.A. | 136,162 | $209.5 萬 | 0.03% | +30,572+29.0% | 加碼 |
| Independent Advisor Alliance | 128,074 | $207.7 萬 | 0.12% | −13,909−9.8% | 減碼 |
| Nuveen Asset Management, LLC | 127,438 | $206.7 萬 | 0.00% | −2,079,057−94.2% | 減碼 |
| PEAK6 Investments LLC | 98,529 | $199.7 萬 | 0.05% | +98,529 | 新進 |
| Arrowstreet Capital, Limited Partnership | 121,708 | $196.2 萬 | 0.00% | −4,028,387−97.1% | 減碼 |
| Hantz Financial Services, Inc. | 112,079 | $181.8 萬 | 0.06% | +3,976+3.7% | 加碼 |
| LPL Financial LLC | 109,462 | $177.5 萬 | 0.00% | +2,367+2.2% | 加碼 |
| Marietta Investment Partners LLC | 104,466 | $169.4 萬 | 0.51% | +866+0.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 103,806 | $168.4 萬 | 0.01% | +67,157+183.2% | 加碼 |
| 1832 Asset Management L.P. | 102,471 | $165.4 萬 | 0.00% | −6,714−6.1% | 減碼 |
| Duality Advisers, LP | 100,303 | $162.7 萬 | 0.16% | +100,303 | 新進 |
| Calamos Wealth Management LLC | 99,750 | $161.8 萬 | 0.14% | −33,335−25.0% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 97,213 | $157.7 萬 | 0.75% | 00.0% | 不變 |
| KCS Wealth Advisory | 94,919 | $154.0 萬 | 0.68% | +13,560+16.7% | 加碼 |
| Horizon Investments, LLC | 90,653 | $147.0 萬 | 0.05% | +90,653 | 新進 |
| Thomas White International Ltd | 90,264 | $146.4 萬 | 0.29% | +17,932+24.8% | 加碼 |
| British Columbia Investment Management Corp | 89,932 | $144.6 萬 | 0.01% | +89,932 | 新進 |
| GQG Partners LLC | 88,514 | $142.3 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 81,216 | $131.7 萬 | 0.00% | −68,865−45.9% | 減碼 |
| Altman Advisors, Inc. | 80,411 | $128.1 萬 | 0.73% | +6,262+8.4% | 加碼 |
| Alaethes Wealth LLC | 76,662 | $124.3 萬 | 0.92% | +76,662 | 新進 |
| JustInvest LLC | 73,649 | $119.5 萬 | 0.06% | +16,077+27.9% | 加碼 |
| Trexquant Investment LP | 73,622 | $119.4 萬 | 0.05% | +73,622 | 新進 |
| Mitchell Capital Management Co | 73,147 | $118.6 萬 | 0.33% | +441+0.6% | 加碼 |
| Cullen Capital Management LLC | 71,473 | $115.9 萬 | 0.01% | −1,420−1.9% | 減碼 |
| US Bancorp | 70,019 | $113.5 萬 | 0.00% | +5,823+9.1% | 加碼 |
| Comerica Bank | 68,951 | $113.1 萬 | 0.01% | −334−0.5% | 減碼 |
| Pathstone Family Office, LLC | 70,075 | $112.8 萬 | 0.02% | +3,350+5.0% | 加碼 |
| Laurel Wealth Advisors, Inc. | 69,509 | $112.7 萬 | 0.12% | +17,000+32.4% | 加碼 |
| Schechter Investment Advisors, LLC | 66,396 | $107.7 萬 | 0.11% | −3,503−5.0% | 減碼 |
| Liberty One Investment Management, LLC | 70,019 | $107.4 萬 | 0.18% | +10,403+17.5% | 加碼 |
| Cigna Investments Inc | 66,416 | $106.7 萬 | 0.21% | +2,141+3.3% | 加碼 |
| Fullerton Fund Management Co Ltd. | 63,792 | $102.6 萬 | 0.07% | −34,444−35.1% | 減碼 |
| Capital Asset Advisory Services LLC | 62,482 | $101.3 萬 | 0.11% | −1,394−2.2% | 減碼 |
| swisspartners Ltd. | 60,528 | $100.7 萬 | 0.96% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 59,495 | $96.5 萬 | 0.00% | −1,028−1.7% | 減碼 |
| Advisors Asset Management, Inc. | 59,493 | $96.5 萬 | 0.02% | +59,493 | 新進 |
| 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 |
| Forum Financial Management, LP | 53,533 | $86.8 萬 | 0.04% | +10.0% | 加碼 |
| Veriti Management LLC | 53,055 | $86.1 萬 | 0.12% | +2,213+4.4% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 52,565 | $85.3 萬 | 0.59% | +968+1.9% | 加碼 |
| Eqis Capital Management, Inc. | 52,049 | $84.4 萬 | 0.09% | +52,049 | 新進 |
| Atlas Capital Advisors LLC | 50,583 | $82.0 萬 | 0.14% | 00.0% | 不變 |
| Greenleaf Trust | 49,562 | $80.4 萬 | 0.01% | −181−0.4% | 減碼 |
| Private Advisor Group, LLC | 49,389 | $80.0 萬 | 0.01% | −14,114−22.2% | 減碼 |
| PDT Partners, LLC | 48,361 | $78.4 萬 | 0.07% | +48,361 | 新進 |
| Investors Research Corp | 47,259 | $76.7 萬 | 0.23% | 00.0% | 不變 |
| Ritholtz Wealth Management | 44,981 | $73.0 萬 | 0.05% | +27,542+157.9% | 加碼 |
| 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 |
| Lake Street Advisors Group, LLC | 44,692 | $72.5 萬 | 0.05% | −4,508−9.2% | 減碼 |
| Qtron Investments LLC | 44,309 | $71.2 萬 | 0.16% | +8,663+24.3% | 加碼 |
| Mariner, LLC | 43,115 | $69.9 萬 | 0.00% | +1,107+2.6% | 加碼 |
| Truist Financial Corp | 42,456 | $68.8 萬 | 0.00% | −17,386−29.1% | 減碼 |
| HighTower Advisors, LLC | 42,302 | $68.7 萬 | 0.00% | −2,458−5.5% | 減碼 |
| Fifth Third Bancorp | 41,315 | $67.0 萬 | 0.00% | −695−1.7% | 減碼 |
| BTC Capital Management, Inc. | 40,839 | $65.9 萬 | 0.08% | +40,839 | 新進 |
| Park Avenue Securities LLC | 39,794 | $64.5 萬 | 0.01% | +3,667+10.2% | 加碼 |
| Creative Planning | 39,618 | $64.3 萬 | 0.00% | +298+0.8% | 加碼 |
| SOL Capital Management CO | 39,580 | $64.2 萬 | 0.13% | −4,100−9.4% | 減碼 |
| Virtu Financial LLC | 37,898 | $61.5 萬 | 0.05% | +37,898 | 新進 |
| Henshaw Capital LLC | 37,890 | $61.5 萬 | 0.04% | −2,398−6.0% | 減碼 |
| 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 |
| Janney Montgomery Scott LLC | 33,839 | $56.0 萬 | 0.00% | +1,065+3.2% | 加碼 |