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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 289,998 | $426.5 萬 | 0.15% | +40,921+16.4% | 加碼 |
| SEI Investments Co | 286,722 | $416.0 萬 | 0.01% | −7,692−2.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 251,326 | $364.7 萬 | 0.10% | −4,709−1.8% | 減碼 |
| Mercer Global Advisors Inc | 241,006 | $349.7 萬 | 0.02% | −4,172−1.7% | 減碼 |
| Marshall Wace, LLP | 235,799 | $346.6 萬 | 0.01% | +235,799 | 新進 |
| MetLife Investment Management | 227,664 | $329.7 萬 | 0.03% | −7,815−3.3% | 減碼 |
| Assenagon Asset Management S.A. | 210,714 | $309.9 萬 | 0.01% | +75,495+55.8% | 加碼 |
| Susquehanna International Group, LLP | 209,277 | $304.6 萬 | 0.01% | +30,697+17.2% | 加碼 |
| Ensign Peak Advisors, Inc | 189,694 | $301.4 萬 | 0.01% | −4,700−2.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 205,715 | $298.5 萬 | 0.06% | +61,227+42.4% | 加碼 |
| Clearbridge Investments, LLC | 203,363 | $295.1 萬 | 0.00% | −4,387−2.1% | 減碼 |
| Geode Capital Management, LLC | 194,394 | $282.0 萬 | 0.00% | 00.0% | 不變 |
| Parkwood LLC | 190,525 | $276.5 萬 | 0.59% | −18,555−8.9% | 減碼 |
| Advisor Group Holdings, Inc. | 183,394 | $266.2 萬 | 0.01% | −52,386−22.2% | 減碼 |
| Brinker Capital Investments, LLC | 180,660 | $262.1 萬 | 0.05% | −1,285−0.7% | 減碼 |
| Leuthold Group, LLC | 175,340 | $254.4 萬 | 0.38% | −72,846−29.4% | 減碼 |
| Legal & General Group Plc | 169,475 | $249.2 萬 | 0.00% | +169,475 | 新進 |
| United Services Automobile Association | 168,482 | $247.2 萬 | 0.07% | +9,887+6.2% | 加碼 |
| Metropolitan Life Insurance Co | 167,581 | $246.5 萬 | 0.12% | −2,589−1.5% | 減碼 |
| Bridgeway Capital Management, LLC | 162,900 | $236.4 萬 | 0.06% | 00.0% | 不變 |
| Logan Capital Management Inc | 156,887 | $227.6 萬 | 0.14% | +14,430+10.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 153,101 | $222.1 萬 | 0.01% | +149,675+4,368.8% | 加碼 |
| Power Corp of Canada | 150,515 | $220.7 萬 | 0.33% | +150,515 | 新進 |
| Sabadell Asset Management, S.A S.G.I.I.C | 136,831 | $210.0 萬 | 0.46% | +124,906+1,047.4% | 加碼 |
| Metis Global Partners, LLC | 141,988 | $208.3 萬 | 0.34% | −12,053−7.8% | 減碼 |
| RBF Capital, LLC | 140,000 | $203.1 萬 | 0.17% | −10,000−6.7% | 減碼 |
| Banco Santander, S.A. | 134,374 | $194.5 萬 | 0.03% | −1,788−1.3% | 減碼 |
| Ossiam | 130,739 | $192.3 萬 | 0.06% | −31,630−19.5% | 減碼 |
| Wetherby Asset Management Inc | 132,126 | $191.7 萬 | 0.14% | −1,146−0.9% | 減碼 |
| Mariner, LLC | 131,512 | $190.8 萬 | 0.01% | +88,397+205.0% | 加碼 |
| Boston Partners | 130,214 | $188.9 萬 | 0.00% | −44,127−25.3% | 減碼 |
| Nuveen Asset Management, LLC | 127,438 | $184.9 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 125,000 | $181.3 萬 | 1.26% | +125,000 | 新進 |
| Independent Advisor Alliance | 124,572 | $180.8 萬 | 0.11% | −3,502−2.7% | 減碼 |
| KCS Wealth Advisory | 114,924 | $166.8 萬 | 0.77% | +20,005+21.1% | 加碼 |
| Hantz Financial Services, Inc. | 113,358 | $164.5 萬 | 0.06% | +1,279+1.1% | 加碼 |
| Legacy Wealth Asset Management, LLC | 110,978 | $161.0 萬 | 0.70% | +110,978 | 新進 |
| 1832 Asset Management L.P. | 110,483 | $160.3 萬 | 0.00% | +8,012+7.8% | 加碼 |
| Highland Capital Management, LLC | 105,671 | $153.3 萬 | 0.12% | −28,843−21.4% | 減碼 |
| LPL Financial LLC | 98,974 | $143.6 萬 | 0.00% | −10,488−9.6% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 97,149 | $141.0 萬 | 0.62% | −64−0.1% | 減碼 |
| Thomas White International Ltd | 91,153 | $132.3 萬 | 0.31% | +889+1.0% | 加碼 |
| Jefferies Group LLC | 90,000 | $132.1 萬 | 0.04% | +90,000 | 新進 |
| British Columbia Investment Management Corp | 89,992 | $132.0 萬 | 0.01% | +60+0.1% | 加碼 |
| GQG Partners LLC | 86,039 | $126.5 萬 | 0.00% | −2,475−2.8% | 減碼 |
| Marietta Investment Partners LLC | 76,556 | $125.8 萬 | 0.37% | −27,910−26.7% | 減碼 |
| Stifel Financial Corp | 86,412 | $125.4 萬 | 0.00% | +5,196+6.4% | 加碼 |
| Citadel Advisors LLC | 86,361 | $125.3 萬 | 0.00% | +60,061+228.4% | 加碼 |
| Alaethes Wealth LLC | 81,113 | $117.7 萬 | 0.87% | +4,451+5.8% | 加碼 |
| Ergoteles LLC | 80,422 | $116.7 萬 | 0.04% | +80,422 | 新進 |
| NatWest Group plc | 79,911 | $115.9 萬 | 0.67% | −134,280−62.7% | 減碼 |
| Vident Investment Advisory, LLC | 91,502 | $114.7 萬 | 0.04% | −71,215−43.8% | 減碼 |
| Altman Advisors, Inc. | 78,305 | $113.6 萬 | 0.72% | −2,106−2.6% | 減碼 |
| Comerica Bank | 73,140 | $111.0 萬 | 0.01% | +4,189+6.1% | 加碼 |
| Ativo Capital Management LLC | 76,286 | $110.7 萬 | 1.74% | +76,286 | 新進 |
| Calamos Wealth Management LLC | 74,700 | $108.4 萬 | 0.09% | −25,050−25.1% | 減碼 |
| Mitchell Capital Management Co | 72,856 | $105.7 萬 | 0.30% | −291−0.4% | 減碼 |
| US Bancorp | 71,735 | $104.0 萬 | 0.00% | +1,716+2.5% | 加碼 |
| Laurel Wealth Advisors, Inc. | 69,509 | $100.9 萬 | 0.11% | 00.0% | 不變 |
| 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 |
| Cigna Investments Inc | 67,234 | $98.9 萬 | 0.22% | +818+1.2% | 加碼 |
| Two Sigma Securities, LLC | 67,794 | $98.4 萬 | 0.14% | +67,794 | 新進 |
| Fifth Third Bancorp | 66,998 | $97.2 萬 | 0.01% | +25,683+62.2% | 加碼 |
| Ritholtz Wealth Management | 66,926 | $97.1 萬 | 0.05% | +21,945+48.8% | 加碼 |
| Schechter Investment Advisors, LLC | 65,617 | $95.2 萬 | 0.09% | −779−1.2% | 減碼 |
| Creative Planning | 64,769 | $94.0 萬 | 0.00% | +25,151+63.5% | 加碼 |
| Pathstone Family Office, LLC | 63,321 | $92.9 萬 | 0.02% | −6,754−9.6% | 減碼 |
| swisspartners Ltd. | 62,229 | $91.2 萬 | 0.94% | +1,701+2.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 61,726 | $89.5 萬 | 0.00% | +2,231+3.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 60,943 | $88.4 萬 | 0.00% | −227,117−78.8% | 減碼 |
| Yousif Capital Management, LLC | 58,911 | $85.5 萬 | 0.01% | +4,730+8.7% | 加碼 |
| Money Concepts Capital Corp | 56,664 | $82.2 萬 | 0.05% | +55,596+5,205.6% | 加碼 |
| Liberty One Investment Management, LLC | 55,490 | $80.5 萬 | 0.13% | −14,529−20.8% | 減碼 |
| First Hawaiian Bank | 53,809 | $78.1 萬 | 0.03% | −408−0.8% | 減碼 |
| Forum Financial Management, LP | 53,533 | $77.7 萬 | 0.04% | 00.0% | 不變 |
| Veriti Management LLC | 53,467 | $77.6 萬 | 0.11% | +412+0.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 53,390 | $77.5 萬 | 0.57% | +825+1.6% | 加碼 |
| Advisors Asset Management, Inc. | 52,454 | $76.1 萬 | 0.02% | −7,039−11.8% | 減碼 |
| Signaturefd, LLC | 51,231 | $74.3 萬 | 0.03% | +6,343+14.1% | 加碼 |
| Atlas Capital Advisors LLC | 50,583 | $73.4 萬 | 0.13% | 00.0% | 不變 |
| Greenleaf Trust | 49,247 | $71.5 萬 | 0.01% | −315−0.6% | 減碼 |
| BTC Capital Management, Inc. | 48,816 | $71.3 萬 | 0.09% | +7,977+19.5% | 加碼 |
| Eqis Capital Management, Inc. | 48,446 | $70.3 萬 | 0.08% | −3,603−6.9% | 減碼 |
| Investors Research Corp | 47,259 | $68.6 萬 | 0.21% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 45,442 | $65.9 萬 | 0.09% | −17,040−27.3% | 減碼 |
| Park Avenue Securities LLC | 44,139 | $64.0 萬 | 0.01% | +4,345+10.9% | 加碼 |
| HighTower Advisors, LLC | 43,662 | $63.5 萬 | 0.00% | +1,360+3.2% | 加碼 |
| Trexquant Investment LP | 42,784 | $62.1 萬 | 0.02% | −30,838−41.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 42,264 | $61.3 萬 | 0.03% | −2,648−5.9% | 減碼 |
| SOL Capital Management CO | 39,580 | $57.4 萬 | 0.12% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 38,873 | $56.4 萬 | 0.06% | +5,137+15.2% | 加碼 |
| Truist Financial Corp | 38,071 | $55.3 萬 | 0.00% | −4,385−10.3% | 減碼 |
| MML Investors Services, LLC | 37,811 | $54.9 萬 | 0.00% | +4,600+13.9% | 加碼 |
| Morningstar Investment Services LLC | 33,945 | $54.1 萬 | 0.01% | +1,912+6.0% | 加碼 |
| Gabelli Funds LLC | 37,000 | $53.7 萬 | 0.00% | 00.0% | 不變 |
| Lingohr & Partner Asset Management GmbH | 33,228 | $52.7 萬 | 1.45% | +606+1.9% | 加碼 |
| Qtron Investments LLC | 35,056 | $51.6 萬 | 0.13% | −9,253−20.9% | 減碼 |
| Raymond James Trust N.A. | 35,178 | $51.0 萬 | 0.02% | −1,781−4.8% | 減碼 |
| Private Advisor Group, LLC | 35,040 | $50.8 萬 | 0.01% | −14,349−29.1% | 減碼 |