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 4 季 13F 持有人
UBS Group AG 在 2022/12/31 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
- 378
- 較 2022 年第 3 季 +17 家
- 持有股數
- 12.6 億
- 較 2022 年第 3 季 −589.7 萬 (−0.5%)
- 總市值
- $235.7 億
- 較 2022 年第 3 季 +$50.7 億 (+27.4%)
- 新進機構
- 62
- 另有 118 家加碼
- 清倉機構
- 45
- 另有 148 家減碼
另有 6 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dodge & Cox | 159,315,717 | $29.7 億 | 2.04% | +1,711,400+1.1% | 加碼 |
| Massachusetts Financial Services Co | 132,059,609 | $24.7 億 | 0.86% | +1,258,049+1.0% | 加碼 |
| UBS Group AG | 121,007,704 | $22.6 億 | 1.08% | −1,405,466−1.1% | 減碼 |
| Norges Bank | 117,305,480 | $21.8 億 | 0.53% | −5,863,770−4.8% | 減碼 |
| Vanguard Group Inc | 108,860,630 | $20.3 億 | 0.06% | −519,903−0.5% | 減碼 |
| Credit Suisse AG | 98,021,281 | $18.3 億 | 1.97% | −5,831,328−5.6% | 減碼 |
| Wellington Management Group LLP | 47,705,075 | $8.87 億 | 0.18% | −3,641,463−7.1% | 減碼 |
| Goldman Sachs Group Inc | 45,066,018 | $8.41 億 | 0.24% | +11,491,181+34.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,421,063 | $8.07 億 | 4.31% | +560,250+1.3% | 加碼 |
| Pictet Asset Management SA | 31,398,658 | $5.84 億 | 0.84% | +574,144+1.9% | 加碼 |
| FMR LLC | 22,916,481 | $4.28 億 | 0.04% | −907,198−3.8% | 減碼 |
| Amundi | 20,384,259 | $4.16 億 | 0.23% | +987,293+5.1% | 加碼 |
| JPMorgan Chase & Co | 21,621,237 | $4.04 億 | 0.06% | +4,518,549+26.4% | 加碼 |
| Deutsche Bank AG | 16,853,941 | $3.15 億 | 0.18% | −1,051,018−5.9% | 減碼 |
| Vontobel Holding Ltd. | 15,297,820 | $2.86 億 | 2.89% | −1,889,494−11.0% | 減碼 |
| Allianz Asset Management GmbH | 14,934,730 | $2.78 億 | 0.62% | −170,404−1.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,771,885 | $2.75 億 | 0.49% | +660,031+4.7% | 加碼 |
| AXA S.A. | 11,456,432 | $2.14 億 | 0.77% | +154,722+1.4% | 加碼 |
| Royal Bank of Canada | 10,389,798 | $1.94 億 | 0.06% | +1,633,005+18.6% | 加碼 |
| Russell Investments Group, Ltd. | 10,407,879 | $1.94 億 | 0.40% | −688,956−6.2% | 減碼 |
| Morgan Stanley | 9,682,327 | $1.81 億 | 0.02% | +520,403+5.7% | 加碼 |
| Bank of America Corp | 9,305,093 | $1.74 億 | 0.02% | +139,657+1.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 9,039,098 | $1.69 億 | 0.45% | −1,198,455−11.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,018,365 | $1.68 億 | 0.13% | −551,715−5.8% | 減碼 |
| FIL Ltd | 7,715,733 | $1.44 億 | 0.17% | −795,687−9.3% | 減碼 |
| Bank of New York Mellon Corp | 6,929,307 | $1.29 億 | 0.03% | −162,472−2.3% | 減碼 |
| Banque Cantonale Vaudoise | 6,126,841 | $1.14 億 | 5.97% | −509,396−7.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,812,926 | $1.08 億 | 0.58% | −812,996−12.3% | 減碼 |
| Aviva PLC | 5,737,956 | $1.07 億 | 0.53% | +456,940+8.7% | 加碼 |
| Marshall Wace, LLP | 5,522,361 | $1.03 億 | 0.26% | +5,286,562+2,242.0% | 加碼 |
| Canada Pension Plan Investment Board | 5,314,480 | $9,883 萬 | 0.18% | −498,096−8.6% | 減碼 |
| Korea Investment CORP | 5,185,239 | $9,642 萬 | 0.30% | −610,490−10.5% | 減碼 |
| Natixis Advisors, L.P. | 4,504,835 | $8,411 萬 | 0.32% | +701,804+18.5% | 加碼 |
| ARGA Investment Management, LP | 4,456,618 | $8,295 萬 | 3.54% | +379,425+9.3% | 加碼 |
| Pzena Investment Management LLC | 4,356,997 | $8,135 萬 | 0.36% | −574,420−11.6% | 減碼 |
| Thornburg Investment Management Inc | 4,276,934 | $7,961 萬 | 1.35% | 00.0% | 不變 |
| Bank of Montreal | 4,131,755 | $7,765 萬 | 0.06% | +1,846,204+80.8% | 加碼 |
| Royal London Asset Management Ltd | 4,094,741 | $7,645 萬 | 0.34% | −70,490−1.7% | 減碼 |
| M&G Investment Management Ltd | 3,779,528 | $6,949 萬 | 0.52% | −782,691−17.2% | 減碼 |
| Invesco Ltd. | 3,671,145 | $6,854 萬 | 0.02% | −951,995−20.6% | 減碼 |
| Capital International Investors | 3,342,721 | $6,231 萬 | 0.02% | −27,325−0.8% | 減碼 |
| Neuberger Berman Group LLC | 2,790,986 | $5,195 萬 | 0.05% | −841,309−23.2% | 減碼 |
| Great West Life Assurance Co | 2,732,029 | $5,105 萬 | 0.13% | −54,882−2.0% | 減碼 |
| BlackRock Inc. | 2,662,338 | $4,971 萬 | 0.00% | +4,725+0.2% | 加碼 |
| Todd Asset Management LLC | 2,438,379 | $4,552 萬 | 1.11% | +7,571+0.3% | 加碼 |
| Citigroup Inc | 2,384,126 | $4,434 萬 | 0.06% | +870,691+57.5% | 加碼 |
| Ameriprise Financial Inc | 2,306,984 | $4,321 萬 | 0.01% | −258,872−10.1% | 減碼 |
| Captrust Financial Advisors | 2,288,664 | $4,273 萬 | 0.22% | −33,637−1.4% | 減碼 |
| Janus Henderson Group PLC | 2,059,828 | $3,830 萬 | 0.03% | −159,186−7.2% | 減碼 |
| Clark Capital Management Group, Inc. | 1,986,344 | $3,709 萬 | 0.34% | +391,633+24.6% | 加碼 |
| Northern Trust Corp | 1,914,744 | $3,575 萬 | 0.01% | −122,410−6.0% | 減碼 |
| Banque Pictet & Cie SA | 1,833,863 | $3,410 萬 | 0.36% | −1,073,088−36.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 1,819,089 | $3,383 萬 | 0.91% | +221,590+13.9% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 1,786,240 | $3,322 萬 | 1.06% | +59,242+3.4% | 加碼 |
| State of Tennessee, Treasury Department | 1,757,673 | $3,269 萬 | 0.15% | +125,144+7.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 1,592,453 | $2,970 萬 | 0.51% | +366,996+29.9% | 加碼 |
| Public Sector Pension Investment Board | 1,521,856 | $2,830 萬 | 0.23% | −557,452−26.8% | 減碼 |
| Zurich Insurance Group Ltd | 1,518,763 | $2,826 萬 | 0.40% | −317,431−17.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,380,468 | $2,573 萬 | 0.02% | −75,948−5.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 1,361,250 | $2,542 萬 | 0.27% | +2,400+0.2% | 加碼 |
| Raymond James & Associates | 1,274,647 | $2,380 萬 | 0.02% | −76,353−5.7% | 減碼 |
| Envestnet Asset Management Inc | 1,269,595 | $2,370 萬 | 0.01% | −131,057−9.4% | 減碼 |
| Wells Fargo & Company | 1,184,932 | $2,212 萬 | 0.01% | −75,252−6.0% | 減碼 |
| Balyasny Asset Management LLC | 1,158,986 | $2,164 萬 | 0.08% | −491,910−29.8% | 減碼 |
| Two Sigma Advisers, LP | 1,056,755 | $1,973 萬 | 0.06% | −596,230−36.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 1,030,868 | $1,921 萬 | 0.45% | −53,428−4.9% | 減碼 |
| Black Diamond Capital Management, L.L.C. | 1,028,089 | $1,919 萬 | 11.78% | −240,000−18.9% | 減碼 |
| Exane Asset Management | 930,971 | $1,733 萬 | 11.11% | −1,408,831−60.2% | 減碼 |
| Franklin Resources Inc | 923,853 | $1,717 萬 | 0.01% | −300,173−24.5% | 減碼 |
| Jupiter Asset Management Ltd | 911,681 | $1,695 萬 | 0.25% | −640,517−41.3% | 減碼 |
| Acadian Asset Management LLC | 786,598 | $1,463 萬 | 0.07% | +57,754+7.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 780,095 | $1,454 萬 | 0.04% | −14,529−1.8% | 減碼 |
| TD Asset Management Inc | 759,643 | $1,413 萬 | 0.02% | −51,500−6.3% | 減碼 |
| USS Investment Management Ltd | 751,848 | $1,401 萬 | 0.20% | 00.0% | 不變 |
| Alliancebernstein L.P. | 740,869 | $1,383 萬 | 0.01% | −75,545−9.3% | 減碼 |
| Pictet North America Advisors SA | 732,295 | $1,362 萬 | 2.34% | +2,340+0.3% | 加碼 |
| Janney Capital Management LLC | 729,330 | $1,362 萬 | 0.97% | +9,559+1.3% | 加碼 |
| Tocqueville Asset Management L.P. | 691,883 | $1,292 萬 | 0.25% | −54,000−7.2% | 減碼 |
| Capital Group Private Client Services, Inc. | 676,761 | $1,259 萬 | 0.16% | −14,988−2.2% | 減碼 |
| LGT Group Foundation | 672,883 | $1,252 萬 | 0.39% | +36,359+5.7% | 加碼 |
| Mutual of America Capital Management LLC | 665,306 | $1,237 萬 | 0.15% | +665,306 | 新進 |
| American Century Companies Inc | 621,796 | $1,161 萬 | 0.01% | +136,023+28.0% | 加碼 |
| Polar Capital Holdings Plc | 626,773 | $1,129 萬 | 0.09% | +2,283+0.4% | 加碼 |
| National Bank of Canada | 542,142 | $1,018 萬 | 0.03% | −289,934−34.8% | 減碼 |
| Lord, Abbett & Co. LLC | 508,192 | $945.6 萬 | 0.03% | +508,192 | 新進 |
| Channing Global Advisors, LLC | 498,598 | $927.4 萬 | 10.65% | +153,017+44.3% | 加碼 |
| Henry James International Management, Inc. | 464,863 | $867.9 萬 | 4.19% | −1,713−0.4% | 減碼 |
| Voya Investment Management LLC | 459,375 | $854.3 萬 | 0.01% | −61,481−11.8% | 減碼 |
| Calamos Advisors LLC | 413,690 | $772.4 萬 | 0.04% | −107,394−20.6% | 減碼 |
| Renaissance Group LLC | 397,378 | $741.9 萬 | 0.36% | −19,288−4.6% | 減碼 |
| Baader Bank INC | 380,000 | $707.2 萬 | 0.65% | +380,000 | 新進 |
| Optiver Holding B.V. | 375,648 | $699.0 萬 | 0.42% | +357,911+2,017.9% | 加碼 |
| CIBC World Markets Inc. | 371,442 | $691.3 萬 | 0.03% | −33,023−8.2% | 減碼 |
| Credit Agricole S A | 366,594 | $684.4 萬 | 0.25% | +54,011+17.3% | 加碼 |
| HSBC Holdings PLC | 361,369 | $674.2 萬 | 0.01% | −213,422−37.1% | 減碼 |
| Contravisory Investment Management, Inc. | 349,237 | $652.0 萬 | 1.81% | +8,043+2.4% | 加碼 |
| Susquehanna International Group, LLP | 331,386 | $618.5 萬 | 0.01% | +122,109+58.3% | 加碼 |
| Value Partners Investments Inc. | 323,494 | $604.2 萬 | 0.52% | −3,185−1.0% | 減碼 |
| Assenagon Asset Management S.A. | 316,208 | $588.0 萬 | 0.02% | +105,494+50.1% | 加碼 |
| First Trust Advisors LP | 297,042 | $553.6 萬 | 0.01% | −4,172−1.4% | 減碼 |