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 3 季 13F 持有人
UBS Group AG 在 2022/9/30 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
- 367
- 較 2022 年第 2 季 +2 家
- 持有股數
- 12.7 億
- 較 2022 年第 2 季 −2,409 萬 (−1.9%)
- 總市值
- $185.1 億
- 較 2022 年第 2 季 −$23.9 億 (−11.4%)
- 新進機構
- 42
- 另有 118 家加碼
- 清倉機構
- 40
- 另有 148 家減碼
另有 6 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 66,926 | $97.1 萬 | 0.05% | +21,945+48.8% | 加碼 |
| Fifth Third Bancorp | 66,998 | $97.2 萬 | 0.01% | +25,683+62.2% | 加碼 |
| Two Sigma Securities, LLC | 67,794 | $98.4 萬 | 0.14% | +67,794 | 新進 |
| Cigna Investments Inc | 67,234 | $98.9 萬 | 0.22% | +818+1.2% | 加碼 |
| JustInvest LLC | 68,729 | $99.7 萬 | 0.05% | −4,920−6.7% | 減碼 |
| Cullen Capital Management LLC | 68,682 | $99.7 萬 | 0.01% | −2,791−3.9% | 減碼 |
| Laurel Wealth Advisors, Inc. | 69,509 | $100.9 萬 | 0.11% | 00.0% | 不變 |
| US Bancorp | 71,735 | $104.0 萬 | 0.00% | +1,716+2.5% | 加碼 |
| Mitchell Capital Management Co | 72,856 | $105.7 萬 | 0.30% | −291−0.4% | 減碼 |
| Calamos Wealth Management LLC | 74,700 | $108.4 萬 | 0.09% | −25,050−25.1% | 減碼 |
| Ativo Capital Management LLC | 76,286 | $110.7 萬 | 1.74% | +76,286 | 新進 |
| Comerica Bank | 73,140 | $111.0 萬 | 0.01% | +4,189+6.1% | 加碼 |
| Altman Advisors, Inc. | 78,305 | $113.6 萬 | 0.72% | −2,106−2.6% | 減碼 |
| Vident Investment Advisory, LLC | 91,502 | $114.7 萬 | 0.04% | −71,215−43.8% | 減碼 |
| NatWest Group plc | 79,911 | $115.9 萬 | 0.67% | −134,280−62.7% | 減碼 |
| Ergoteles LLC | 80,422 | $116.7 萬 | 0.04% | +80,422 | 新進 |
| Alaethes Wealth LLC | 81,113 | $117.7 萬 | 0.87% | +4,451+5.8% | 加碼 |
| Citadel Advisors LLC | 86,361 | $125.3 萬 | 0.00% | +60,061+228.4% | 加碼 |
| Stifel Financial Corp | 86,412 | $125.4 萬 | 0.00% | +5,196+6.4% | 加碼 |
| Marietta Investment Partners LLC | 76,556 | $125.8 萬 | 0.37% | −27,910−26.7% | 減碼 |
| GQG Partners LLC | 86,039 | $126.5 萬 | 0.00% | −2,475−2.8% | 減碼 |
| British Columbia Investment Management Corp | 89,992 | $132.0 萬 | 0.01% | +60+0.1% | 加碼 |
| Jefferies Group LLC | 90,000 | $132.1 萬 | 0.04% | +90,000 | 新進 |
| Thomas White International Ltd | 91,153 | $132.3 萬 | 0.31% | +889+1.0% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 97,149 | $141.0 萬 | 0.62% | −64−0.1% | 減碼 |
| LPL Financial LLC | 98,974 | $143.6 萬 | 0.00% | −10,488−9.6% | 減碼 |
| Highland Capital Management, LLC | 105,671 | $153.3 萬 | 0.12% | −28,843−21.4% | 減碼 |
| 1832 Asset Management L.P. | 110,483 | $160.3 萬 | 0.00% | +8,012+7.8% | 加碼 |
| Legacy Wealth Asset Management, LLC | 110,978 | $161.0 萬 | 0.70% | +110,978 | 新進 |
| Hantz Financial Services, Inc. | 113,358 | $164.5 萬 | 0.06% | +1,279+1.1% | 加碼 |
| KCS Wealth Advisory | 114,924 | $166.8 萬 | 0.77% | +20,005+21.1% | 加碼 |
| Independent Advisor Alliance | 124,572 | $180.8 萬 | 0.11% | −3,502−2.7% | 減碼 |
| FNY Investment Advisers, LLC | 125,000 | $181.3 萬 | 1.26% | +125,000 | 新進 |
| Nuveen Asset Management, LLC | 127,438 | $184.9 萬 | 0.00% | 00.0% | 不變 |
| Boston Partners | 130,214 | $188.9 萬 | 0.00% | −44,127−25.3% | 減碼 |
| Mariner, LLC | 131,512 | $190.8 萬 | 0.01% | +88,397+205.0% | 加碼 |
| Wetherby Asset Management Inc | 132,126 | $191.7 萬 | 0.14% | −1,146−0.9% | 減碼 |
| Ossiam | 130,739 | $192.3 萬 | 0.06% | −31,630−19.5% | 減碼 |
| Banco Santander, S.A. | 134,374 | $194.5 萬 | 0.03% | −1,788−1.3% | 減碼 |
| RBF Capital, LLC | 140,000 | $203.1 萬 | 0.17% | −10,000−6.7% | 減碼 |
| Metis Global Partners, LLC | 141,988 | $208.3 萬 | 0.34% | −12,053−7.8% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 136,831 | $210.0 萬 | 0.46% | +124,906+1,047.4% | 加碼 |
| Power Corp of Canada | 150,515 | $220.7 萬 | 0.33% | +150,515 | 新進 |
| BNP Paribas Arbitrage, SA | 153,101 | $222.1 萬 | 0.01% | +149,675+4,368.8% | 加碼 |
| Logan Capital Management Inc | 156,887 | $227.6 萬 | 0.14% | +14,430+10.1% | 加碼 |
| Bridgeway Capital Management, LLC | 162,900 | $236.4 萬 | 0.06% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 167,581 | $246.5 萬 | 0.12% | −2,589−1.5% | 減碼 |
| United Services Automobile Association | 168,482 | $247.2 萬 | 0.07% | +9,887+6.2% | 加碼 |
| Legal & General Group Plc | 169,475 | $249.2 萬 | 0.00% | +169,475 | 新進 |
| Leuthold Group, LLC | 175,340 | $254.4 萬 | 0.38% | −72,846−29.4% | 減碼 |
| Brinker Capital Investments, LLC | 180,660 | $262.1 萬 | 0.05% | −1,285−0.7% | 減碼 |
| Advisor Group Holdings, Inc. | 183,394 | $266.2 萬 | 0.01% | −52,386−22.2% | 減碼 |
| Parkwood LLC | 190,525 | $276.5 萬 | 0.59% | −18,555−8.9% | 減碼 |
| Geode Capital Management, LLC | 194,394 | $282.0 萬 | 0.00% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 203,363 | $295.1 萬 | 0.00% | −4,387−2.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 205,715 | $298.5 萬 | 0.06% | +61,227+42.4% | 加碼 |
| Ensign Peak Advisors, Inc | 189,694 | $301.4 萬 | 0.01% | −4,700−2.4% | 減碼 |
| Susquehanna International Group, LLP | 209,277 | $304.6 萬 | 0.01% | +30,697+17.2% | 加碼 |
| Assenagon Asset Management S.A. | 210,714 | $309.9 萬 | 0.01% | +75,495+55.8% | 加碼 |
| MetLife Investment Management | 227,664 | $329.7 萬 | 0.03% | −7,815−3.3% | 減碼 |
| Marshall Wace, LLP | 235,799 | $346.6 萬 | 0.01% | +235,799 | 新進 |
| Mercer Global Advisors Inc | 241,006 | $349.7 萬 | 0.02% | −4,172−1.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 251,326 | $364.7 萬 | 0.10% | −4,709−1.8% | 減碼 |
| SEI Investments Co | 286,722 | $416.0 萬 | 0.01% | −7,692−2.6% | 減碼 |
| Achmea Investment Management B.V. | 289,998 | $426.5 萬 | 0.15% | +40,921+16.4% | 加碼 |
| First Trust Advisors LP | 301,214 | $437.9 萬 | 0.01% | −51,317−14.6% | 減碼 |
| Credit Agricole S A | 312,583 | $453.5 萬 | 0.15% | −349,033−52.8% | 減碼 |
| Twin Tree Management, LP | 325,926 | $472.9 萬 | 0.13% | +92,829+39.8% | 加碼 |
| Ontario Teachers Pension Plan Board | 323,250 | $474.0 萬 | 0.07% | +80,116+33.0% | 加碼 |
| Value Partners Investments Inc. | 326,679 | $475.1 萬 | 0.47% | −697−0.2% | 減碼 |
| Jane Street Group, LLC | 330,971 | $485.3 萬 | 0.01% | −696,130−67.8% | 減碼 |
| Contravisory Investment Management, Inc. | 341,194 | $495.1 萬 | 1.65% | +3,694+1.1% | 加碼 |
| Channing Global Advisors, LLC | 345,581 | $507.8 萬 | 6.47% | −26,807−7.2% | 減碼 |
| CIBC World Markets Inc. | 404,465 | $593.4 萬 | 0.03% | −245,519−37.8% | 減碼 |
| Renaissance Group LLC | 416,666 | $604.6 萬 | 0.32% | −16,778−3.9% | 減碼 |
| Abeille Asset Management SA | 439,737 | $646.9 萬 | 0.25% | 00.0% | 不變 |
| Henry James International Management, Inc. | 466,576 | $677.0 萬 | 3.78% | +20.0% | 加碼 |
| American Century Companies Inc | 485,773 | $704.9 萬 | 0.01% | +73,726+17.9% | 加碼 |
| Calamos Advisors LLC | 521,084 | $756.1 萬 | 0.04% | −89,420−14.6% | 減碼 |
| Voya Investment Management LLC | 520,856 | $766.0 萬 | 0.01% | +6,070+1.2% | 加碼 |
| HSBC Holdings PLC | 574,791 | $849.5 萬 | 0.02% | −306,248−34.8% | 減碼 |
| LGT Group Foundation | 636,524 | $933.5 萬 | 0.36% | +26,100+4.3% | 加碼 |
| Polar Capital Holdings Plc | 624,490 | $946.8 萬 | 0.08% | −113,359−15.4% | 減碼 |
| Eaton Vance Management | 652,780 | $947.2 萬 | 0.01% | −1990.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 691,749 | $1,015 萬 | 0.14% | −11,683−1.7% | 減碼 |
| Janney Capital Management LLC | 719,771 | $1,044 萬 | 0.85% | +3,323+0.5% | 加碼 |
| Acadian Asset Management LLC | 728,844 | $1,072 萬 | 0.06% | +728,844 | 新進 |
| Pictet North America Advisors SA | 729,955 | $1,073 萬 | 1.71% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 745,883 | $1,082 萬 | 0.22% | −380,457−33.8% | 減碼 |
| USS Investment Management Ltd | 751,848 | $1,103 萬 | 0.17% | −653,055−46.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 794,624 | $1,180 萬 | 0.03% | −161,702−16.9% | 減碼 |
| Alliancebernstein L.P. | 816,414 | $1,185 萬 | 0.01% | +7,443+0.9% | 加碼 |
| TD Asset Management Inc | 811,143 | $1,187 萬 | 0.01% | −29,172−3.5% | 減碼 |
| National Bank of Canada | 832,076 | $1,221 萬 | 0.07% | +6,676+0.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 1,084,296 | $1,600 萬 | 0.43% | −18,839−1.7% | 減碼 |
| Franklin Resources Inc | 1,224,026 | $1,775 萬 | 0.01% | −51,961−4.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 1,225,457 | $1,798 萬 | 0.31% | +1,225,457 | 新進 |
| Wells Fargo & Company | 1,260,184 | $1,829 萬 | 0.01% | −70,102−5.3% | 減碼 |
| Black Diamond Capital Management, L.L.C. | 1,268,089 | $1,840 萬 | 11.22% | +456,000+56.2% | 加碼 |
| Raymond James & Associates | 1,351,000 | $1,960 萬 | 0.02% | −87,680−6.1% | 減碼 |