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 |
|---|---|---|---|---|---|
| Altium Wealth Management LLC | 34,106 | $55.3 萬 | 0.04% | +13,726+67.4% | 加碼 |
| Rehmann Capital Advisory Group | 33,736 | $54.7 萬 | 0.06% | +122+0.4% | 加碼 |
| MML Investors Services, LLC | 33,211 | $53.9 萬 | 0.00% | −18,857−36.2% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 32,622 | $53.1 萬 | 1.41% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 32,584 | $52.8 萬 | 0.01% | −450−1.4% | 減碼 |
| Morningstar Investment Services LLC | 32,033 | $52.6 萬 | 0.01% | +5,980+23.0% | 加碼 |
| Cookson Peirce & Co Inc | 31,295 | $50.8 萬 | 0.03% | +31,295 | 新進 |
| Guggenheim Capital LLC | 30,869 | $50.0 萬 | 0.00% | −33,210−51.8% | 減碼 |
| Private Capital Group, LLC | 27,418 | $44.5 萬 | 0.33% | +3,352+13.9% | 加碼 |
| Winning Points Advisors, LLC | 27,202 | $44.1 萬 | 0.48% | 00.0% | 不變 |
| Citadel Advisors LLC | 26,300 | $42.7 萬 | 0.00% | −415,906−94.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 25,922 | $42.0 萬 | 0.00% | +1,196+4.8% | 加碼 |
| Bayesian Capital Management, LP | 25,800 | $41.8 萬 | 0.08% | +25,800 | 新進 |
| Old National Bancorp | 25,694 | $41.7 萬 | 0.01% | −144−0.6% | 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 |
| Fisher Asset Management, LLC | 24,907 | $40.4 萬 | 0.00% | −293−1.2% | 減碼 |
| Financial Counselors Inc | 24,414 | $39.6 萬 | 0.01% | −325−1.3% | 減碼 |
| Gradient Investments LLC | 24,295 | $39.4 萬 | 0.01% | −122−0.5% | 減碼 |
| Vise Technologies, Inc. | 23,119 | $37.5 萬 | 0.15% | +9,723+72.6% | 加碼 |
| West Family Investments, Inc. | 23,081 | $37.4 萬 | 0.15% | −1,209−5.0% | 減碼 |
| Advisor Partners LLC | 22,529 | $36.5 萬 | 0.03% | −1,093−4.6% | 減碼 |
| Cetera Investment Advisers | 22,426 | $36.4 萬 | 0.01% | −1,428−6.0% | 減碼 |
| Exane Derivatives | 22,455 | $36.0 萬 | 0.21% | −21,925−49.4% | 減碼 |
| 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 |
| Studio Investment Management LLC | 21,587 | $35.0 萬 | 0.12% | +1,794+9.1% | 加碼 |
| American Trust Investment Advisors, LLC | 20,600 | $33.4 萬 | 0.21% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 19,762 | $32.1 萬 | 0.00% | +3,259+19.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 19,098 | $31.0 萬 | 0.04% | +19,098 | 新進 |
| 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 |
| M&T Bank Corp | 18,676 | $30.3 萬 | 0.00% | +7,000+60.0% | 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 |
| Sequoia Financial Advisors, LLC | 17,596 | $28.5 萬 | 0.01% | +1,770+11.2% | 加碼 |
| 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 |
| Compton Wealth Advisory Group, LLC | 16,925 | $27.5 萬 | 0.12% | −4,969−22.7% | 減碼 |
| Clearstead Advisors, LLC | 16,916 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| OPSEU Pension Plan Trust Fund | 16,546 | $26.4 萬 | 0.07% | +16,546 | 新進 |
| Prudential Financial Inc | 15,911 | $26.1 萬 | 0.00% | −344−2.1% | 減碼 |
| Ballentine Partners, LLC | 15,543 | $25.2 萬 | 0.01% | −244−1.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,201 | $24.7 萬 | 0.00% | −1,757−10.4% | 減碼 |
| Checchi Capital Advisers, LLC | 15,065 | $24.5 萬 | 0.02% | +1,873+14.2% | 加碼 |
| AE Wealth Management LLC | 15,051 | $24.4 萬 | 0.00% | +562+3.9% | 加碼 |
| Cerity Partners LLC | 14,788 | $24.0 萬 | 0.00% | +14,788 | 新進 |
| Cresset Asset Management, LLC | 14,641 | $23.8 萬 | 0.00% | +742+5.3% | 加碼 |
| Glenmede Trust Co NA | 14,592 | $23.6 萬 | 0.00% | +2,595+21.6% | 加碼 |
| Bokf, NA | 14,472 | $23.5 萬 | 0.00% | −2,448−14.5% | 減碼 |
| Wrapmanager Inc | 14,412 | $23.4 萬 | 0.07% | −151−1.0% | 減碼 |
| swisspartners Advisors Ltd | 14,000 | $23.3 萬 | 0.20% | 00.0% | 不變 |
| Parallel Advisors, LLC | 14,261 | $23.1 萬 | 0.01% | −13−0.1% | 減碼 |
| FDx Advisors, Inc. | 14,062 | $22.8 萬 | 0.01% | −848−5.7% | 減碼 |
| Boston Private Wealth LLC | 13,881 | $22.6 萬 | 0.00% | +433+3.2% | 加碼 |
| Cozad Asset Management Inc | 13,900 | $22.5 萬 | 0.04% | +2,910+26.5% | 加碼 |
| Synovus Financial Corp | 13,408 | $21.9 萬 | 0.00% | +13,408 | 新進 |
| Balentine LLC | 13,074 | $21.2 萬 | 0.01% | +1,677+14.7% | 加碼 |
| First National Bank of Hutchinson | 12,821 | $20.8 萬 | 0.15% | +44+0.3% | 加碼 |
| Quantbot Technologies LP | 12,814 | $20.7 萬 | 0.02% | +12,814 | 新進 |
| Pinnacle Associates Ltd | 12,641 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| Claraphi Advisory Network, LLC | 12,300 | $20.0 萬 | 0.07% | 00.0% | 不變 |
| 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 |
| Gitterman Wealth Management, LLC | 12,132 | $19.5 萬 | 0.18% | −954−7.3% | 減碼 |
| Pictet & Cie (Europe) SA | 11,985 | $19.3 萬 | 0.01% | −68−0.6% | 減碼 |
| Verition Fund Management LLC | 11,787 | $19.1 萬 | 0.00% | +11,787 | 新進 |
| Shilanski & Associates, Inc. | 11,544 | $18.7 萬 | 0.09% | +566+5.2% | 加碼 |
| Evergreen Capital Management LLC | 11,391 | $18.5 萬 | 0.01% | −3,121−21.5% | 減碼 |
| Ieq Capital, LLC | 11,286 | $18.3 萬 | 0.01% | +11,286 | 新進 |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,925 | $18.2 萬 | 0.04% | 00.0% | 不變 |
| Commerce Bank | 11,194 | $18.1 萬 | 0.00% | +265+2.4% | 加碼 |
| TownSquare Capital, LLC | 11,114 | $18.0 萬 | 0.01% | −369−3.2% | 減碼 |
| Select Asset Management & Trust | 10,750 | $17.4 萬 | 0.19% | 00.0% | 不變 |
| Stephens Inc | 10,603 | $17.2 萬 | 0.00% | −1,733−14.0% | 減碼 |
| Deuterium Capital Management, LLC | 11,156 | $17.2 萬 | 0.66% | +11,156 | 新進 |
| Cullen/Frost Bankers, Inc. | 10,456 | $17.0 萬 | 0.00% | −1,182−10.2% | 減碼 |
| Syquant Capital SAS | 10,497 | $16.9 萬 | 0.19% | −2,231−17.5% | 減碼 |
| Ascent Group, LLC | 10,417 | $16.9 萬 | 0.02% | +10,417 | 新進 |
| Susquehanna International Securities, Ltd. | 10,366 | $16.8 萬 | 0.12% | −1,000,000−99.0% | 減碼 |
| Ronald Blue Trust, Inc. | 8,514 | $16.7 萬 | 0.00% | +8,514 | 新進 |
| Diligent Investors, LLC | 10,000 | $16.2 萬 | 0.06% | 00.0% | 不變 |
| IFP Advisors, Inc | 9,121 | $15.9 萬 | 0.01% | −5,138−36.0% | 減碼 |
| Lindbrook Capital, LLC | 8,887 | $14.4 萬 | 0.02% | −5,039−36.2% | 減碼 |
| Selective Wealth Management, Inc. | 8,528 | $13.8 萬 | 0.05% | +3,407+66.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,275 | $13.4 萬 | 0.00% | −19,277−70.0% | 減碼 |
| JFS Wealth Advisors, LLC | 8,263 | $13.4 萬 | 0.01% | −713−7.9% | 減碼 |
| American Portfolios Advisors | 7,447 | $12.1 萬 | 0.00% | −2,729−26.8% | 減碼 |
| Aquatic Capital Management LLC | 6,800 | $11.0 萬 | 0.04% | +6,800 | 新進 |
| TD Private Client Wealth LLC | 6,522 | $10.6 萬 | 0.01% | +72+1.1% | 加碼 |
| HHM Wealth Advisors, LLC | 6,500 | $10.5 萬 | 0.03% | 00.0% | 不變 |
| Proequities, Inc. | 6,439 | $10.4 萬 | 0.01% | −141−2.1% | 減碼 |
| Rockefeller Capital Management L.P. | 6,291 | $10.1 萬 | 0.00% | −2,204−25.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 5,697 | $9.30 萬 | 0.02% | +4,829+556.3% | 加碼 |
| CWM, LLC | 4,744 | $7.70 萬 | 0.00% | +276+6.2% | 加碼 |
| Financial Perspectives, Inc | 4,094 | $6.64 萬 | 0.04% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 3,426 | $5.56 萬 | 0.00% | −2,005−36.9% | 減碼 |
| Huntington National Bank | 3,417 | $5.50 萬 | 0.00% | −506−12.9% | 減碼 |