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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 33,902 | $49.2 萬 | 0.04% | −10,790−24.1% | 減碼 |
| Group One Trading, L.P. | 33,887 | $49.2 萬 | 0.02% | +33,887 | 新進 |
| Oppenheimer Asset Management Inc. | 33,123 | $48.1 萬 | 0.01% | +539+1.7% | 加碼 |
| Kestra Advisory Services, LLC | 29,750 | $43.2 萬 | 0.00% | +9,988+50.5% | 加碼 |
| Vise Technologies, Inc. | 29,736 | $43.1 萬 | 0.16% | +6,617+28.6% | 加碼 |
| Cookson Peirce & Co Inc | 28,967 | $42.0 萬 | 0.03% | −2,328−7.4% | 減碼 |
| Susquehanna International Securities, Ltd. | 27,617 | $41.0 萬 | 0.80% | +17,251+166.4% | 加碼 |
| Winning Points Advisors, LLC | 27,202 | $40.9 萬 | 0.50% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 27,853 | $40.4 萬 | 0.03% | +27,853 | 新進 |
| National Asset Management, Inc. | 26,219 | $38.3 萬 | 0.01% | +1,222+4.9% | 加碼 |
| HRT Financial LP | 26,332 | $38.2 萬 | 0.00% | +26,332 | 新進 |
| Quadrant Capital Group LLC | 25,840 | $37.5 萬 | 0.05% | +3,999+18.3% | 加碼 |
| Old National Bancorp | 25,673 | $37.3 萬 | 0.01% | −21−0.1% | 減碼 |
| Baker Ellis Asset Management LLC | 25,600 | $37.1 萬 | 0.08% | +500+2.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 24,248 | $35.2 萬 | 0.00% | −1,674−6.5% | 減碼 |
| Fisher Asset Management, LLC | 24,283 | $35.2 萬 | 0.00% | −624−2.5% | 減碼 |
| Financial Counselors Inc | 24,257 | $35.2 萬 | 0.01% | −157−0.6% | 減碼 |
| Clarius Group, LLC | 24,032 | $34.9 萬 | 0.03% | +6,570+37.6% | 加碼 |
| Boston Private Wealth LLC | 23,895 | $34.7 萬 | 0.01% | +10,014+72.1% | 加碼 |
| Gradient Investments LLC | 23,666 | $34.3 萬 | 0.01% | −629−2.6% | 減碼 |
| Cetera Investment Advisers | 22,231 | $32.3 萬 | 0.01% | −195−0.9% | 減碼 |
| Studio Investment Management LLC | 21,907 | $31.8 萬 | 0.11% | +320+1.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 21,645 | $31.4 萬 | 0.04% | +2,547+13.3% | 加碼 |
| Squarepoint Ops LLC | 21,649 | $31.4 萬 | 0.00% | +21,649 | 新進 |
| Advisor Partners II, LLC | 21,486 | $31.2 萬 | 0.02% | +21,486 | 新進 |
| Spire Wealth Management | 20,723 | $30.1 萬 | 0.02% | −1,072−4.9% | 減碼 |
| American Trust Investment Advisors, LLC | 20,600 | $29.9 萬 | 0.19% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 20,096 | $29.2 萬 | 0.00% | −13,743−40.6% | 減碼 |
| Walleye Capital LLC | 20,095 | $29.2 萬 | 0.01% | +20,095 | 新進 |
| Corient Capital Partners, LLC | 17,956 | $29.1 萬 | 0.02% | +309+1.8% | 加碼 |
| Moore Capital Management, LP | 20,000 | $29.0 萬 | 0.01% | +20,000 | 新進 |
| Colony Group LLC | 19,200 | $27.9 萬 | 0.00% | +340+1.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 19,142 | $27.8 萬 | 0.00% | +3,941+25.9% | 加碼 |
| M&T Bank Corp | 19,114 | $27.7 萬 | 0.00% | +438+2.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 18,165 | $26.5 萬 | 0.03% | +18,165 | 新進 |
| Commonwealth Equity Services, LLC | 18,198 | $26.4 萬 | 0.00% | −691−3.7% | 減碼 |
| Optiver Holding B.V. | 17,737 | $26.3 萬 | 0.00% | +17,737 | 新進 |
| Beach Investment Counsel Inc | 17,650 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| Comerica Securities,inc. | 17,677 | $25.6 萬 | 0.02% | +208+1.2% | 加碼 |
| Oppenheimer & Co Inc | 17,333 | $25.2 萬 | 0.01% | +1,004+6.1% | 加碼 |
| Prudential Financial Inc | 17,164 | $25.2 萬 | 0.00% | +1,253+7.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 17,188 | $24.9 萬 | 0.01% | −408−2.3% | 減碼 |
| Clearstead Advisors, LLC | 16,916 | $24.5 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 16,825 | $24.4 萬 | 0.02% | −21,073−55.6% | 減碼 |
| Cerity Partners LLC | 16,649 | $24.1 萬 | 0.00% | +1,861+12.6% | 加碼 |
| Guggenheim Capital LLC | 16,069 | $23.3 萬 | 0.00% | −14,800−47.9% | 減碼 |
| OPSEU Pension Plan Trust Fund | 15,708 | $23.3 萬 | 0.06% | −838−5.1% | 減碼 |
| Sage Rhino Capital LLC | 15,635 | $22.7 萬 | 0.09% | −723−4.4% | 減碼 |
| Henshaw Capital LLC | 15,299 | $22.2 萬 | 0.02% | −22,591−59.6% | 減碼 |
| Checchi Capital Advisers, LLC | 15,065 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Ballentine Partners, LLC | 14,960 | $21.8 萬 | 0.01% | −583−3.8% | 減碼 |
| AE Wealth Management LLC | 14,885 | $21.6 萬 | 0.00% | −166−1.1% | 減碼 |
| 180 Wealth Advisors, LLC | 14,845 | $21.5 萬 | 0.06% | +14,845 | 新進 |
| Cresset Asset Management, LLC | 14,582 | $21.2 萬 | 0.00% | −59−0.4% | 減碼 |
| Bridgewater Advisors Inc. | 14,556 | $21.1 萬 | 0.06% | +14,556 | 新進 |
| FDx Advisors, Inc. | 14,370 | $20.9 萬 | 0.01% | +308+2.2% | 加碼 |
| Glenmede Trust Co NA | 14,234 | $20.6 萬 | 0.00% | −358−2.5% | 減碼 |
| swisspartners Advisors Ltd | 14,000 | $20.5 萬 | 0.20% | 00.0% | 不變 |
| Bokf, NA | 13,824 | $20.1 萬 | 0.00% | −648−4.5% | 減碼 |
| Gitterman Wealth Management, LLC | 13,734 | $19.7 萬 | 0.20% | +1,602+13.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 13,300 | $19.3 萬 | 0.00% | +13,300 | 新進 |
| Compton Wealth Advisory Group, LLC | 13,114 | $19.0 萬 | 0.08% | −3,811−22.5% | 減碼 |
| Evergreen Capital Management LLC | 13,090 | $19.0 萬 | 0.01% | +1,699+14.9% | 加碼 |
| First National Bank of Hutchinson | 13,037 | $18.9 萬 | 0.15% | +216+1.7% | 加碼 |
| Ronald Blue Trust, Inc. | 11,648 | $18.9 萬 | 0.00% | +3,134+36.8% | 加碼 |
| First Republic Investment Management, Inc. | 12,920 | $18.7 萬 | 0.00% | +12,920 | 新進 |
| Blueshift Asset Management, LLC | 12,811 | $18.6 萬 | 0.04% | +12,811 | 新進 |
| Pinnacle Associates Ltd | 12,641 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 12,239 | $17.8 萬 | 0.01% | −2,022−14.2% | 減碼 |
| Synovus Financial Corp | 12,057 | $17.5 萬 | 0.00% | −1,351−10.1% | 減碼 |
| Voloridge Investment Management, LLC | 11,914 | $17.3 萬 | 0.00% | +11,914 | 新進 |
| Verition Fund Management LLC | 11,787 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 11,606 | $17.1 萬 | 0.01% | −379−3.2% | 減碼 |
| Ascent Group, LLC | 10,569 | $16.8 萬 | 0.02% | +152+1.5% | 加碼 |
| Verus Capital Partners, LLC | 11,550 | $16.8 萬 | 0.03% | +11,550 | 新進 |
| GWM Advisors LLC | 11,267 | $16.4 萬 | 0.00% | −817−6.8% | 減碼 |
| TownSquare Capital, LLC | 11,333 | $16.4 萬 | 0.00% | +219+2.0% | 加碼 |
| Wrapmanager Inc | 11,139 | $16.2 萬 | 0.05% | −3,273−22.7% | 減碼 |
| Deuterium Capital Management, LLC | 11,156 | $16.1 萬 | 0.67% | 00.0% | 不變 |
| Commerce Bank | 11,022 | $16.0 萬 | 0.00% | −172−1.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 10,874 | $15.8 萬 | 0.00% | +418+4.0% | 加碼 |
| Select Asset Management & Trust | 10,750 | $15.6 萬 | 0.19% | 00.0% | 不變 |
| IFP Advisors, Inc | 8,734 | $15.4 萬 | 0.00% | −387−4.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 10,586 | $15.4 萬 | 0.04% | +10,586 | 新進 |
| Stephens Inc | 10,518 | $15.3 萬 | 0.00% | −85−0.8% | 減碼 |
| Zhang Financial LLC | 10,460 | $15.2 萬 | 0.02% | +10,460 | 新進 |
| Cozad Asset Management Inc | 10,363 | $15.0 萬 | 0.02% | −3,537−25.4% | 減碼 |
| Lindbrook Capital, LLC | 10,114 | $14.7 萬 | 0.02% | +1,227+13.8% | 加碼 |
| PDS Planning, Inc | 10,075 | $14.6 萬 | 0.03% | +10,075 | 新進 |
| Bridgefront Capital, LLC | 10,035 | $14.6 萬 | 0.15% | +10,035 | 新進 |
| Stonegate Investment Group, LLC | 10,096 | $14.6 萬 | 0.01% | +10,096 | 新進 |
| Diligent Investors, LLC | 10,000 | $14.5 萬 | 0.05% | 00.0% | 不變 |
| Cutler Group LP | 9,581 | $13.9 萬 | 0.02% | +6,442+205.2% | 加碼 |
| Selective Wealth Management, Inc. | 8,528 | $12.4 萬 | 0.05% | 00.0% | 不變 |
| American Portfolios Advisors | 7,391 | $10.7 萬 | 0.00% | −56−0.8% | 減碼 |
| Rockefeller Capital Management L.P. | 6,296 | $9.00 萬 | 0.00% | +5+0.1% | 加碼 |
| Aquatic Capital Management LLC | 6,100 | $8.90 萬 | 0.01% | −700−10.3% | 減碼 |
| TD Private Client Wealth LLC | 6,014 | $8.73 萬 | 0.00% | −508−7.8% | 減碼 |
| JFS Wealth Advisors, LLC | 5,676 | $8.20 萬 | 0.01% | −2,587−31.3% | 減碼 |
| CWM, LLC | 4,672 | $6.80 萬 | 0.00% | −72−1.5% | 減碼 |