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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 767 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 季與 2022 年第 3 季比較

持有 UBS Group AG 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

UBS 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數3676378+17
股數12.7 億79.6 萬12.6 億−589.7 萬 (−0.5%)
市值$185.1 億$1,160 萬$235.7 億+$50.7 億 (+27.4%)

6 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(62 家)

2022 年第 4 季季末持有 UBS Group AG、2022 年第 3 季季末沒有持有的機構。

2022 年第 4 季新進 UBS 的機構
機構股數市值佔組合 %
Mutual of America Capital Management LLC665,306$1,237 萬0.15%
Lord, Abbett & Co. LLC508,192$945.6 萬0.03%
Baader Bank INC380,000$707.2 萬0.65%
Portolan Capital Management, LLC262,997$491.0 萬0.49%
Connectus Wealth, LLC229,042$427.6 萬0.11%
Dorsey Wright & Associates183,786$343.1 萬1.00%
Baker Avenue Asset Management, LP164,969$308.0 萬0.18%
Duality Advisers, LP104,799$195.7 萬0.22%
PDT Partners, LLC104,388$194.9 萬0.32%
Massachusetts Wealth Management57,950$124.4 萬1.20%
Qsemble Capital Management, LP55,200$103.1 萬0.72%
Wexford Capital LP54,512$101.5 萬0.21%
Centennial Bank49,860$93.1 萬0.53%
Nordwand Advisors, LLC45,220$84.4 萬0.11%
Cetera Advisor Networks LLC38,147$71.2 萬0.01%
Quantinno Capital Management LP34,937$65.2 萬0.05%
Horizon Investments, LLC32,050$59.8 萬0.02%
Tradewinds, LLC.12,496$53.8 萬0.57%
Kathmere Capital Management, LLC21,172$39.5 萬0.07%
Chapin Davis, Inc.20,000$37.3 萬0.22%
Levin Capital Strategies, L.P.20,000$37.3 萬0.05%
Susquehanna International Group Ltd.18,813$35.0 萬0.16%
Argonautica Private Wealth Management, Inc18,640$34.8 萬0.18%
MQS Management LLC18,594$34.7 萬0.24%
Gallacher Capital Management LLC17,886$33.4 萬0.20%
CI Private Wealth, LLC17,691$32.9 萬0.00%
Ethic Inc.16,706$31.2 萬0.02%
Charles Schwab Investment Management Inc15,705$29.3 萬0.00%
Soltis Investment Advisors LLC15,651$29.2 萬0.04%
Bleakley Financial Group, LLC13,540$25.3 萬0.01%
Seed Wealth Management, Inc.13,135$24.5 萬0.28%
CVA Family Office, LLC12,000$22.4 萬0.05%
Kula Investments, LLC11,894$22.2 萬0.08%
Shilanski & Associates, Inc.11,728$21.9 萬0.10%
Baker Tilly Wealth Management, LLC10,619$19.8 萬0.02%
Csenge Advisory Group10,375$19.4 萬0.02%
Claro Advisors LLC10,196$19.0 萬0.06%
State of Wyoming5,930$11.1 萬0.04%
Proequities, Inc.5,557$10.4 萬0.01%
Kapitalo Investimentos Ltda4,400$8.21 萬0.07%
Clear Street Markets LLC3,391$6.30 萬0.01%
First Manhattan Co2,506$4.68 萬0.00%
Belpointe Asset Management LLC2,199$4.11 萬0.00%
Park Place Capital Corp1,128$2.10 萬0.01%
Corrado Advisors, LLC850$1.59 萬0.01%
Cary Street Partner Investment Advisory LLC836$1.56 萬0.00%
My Personal CFO, LLC645$1.20 萬0.01%
Montag A & Associates Inc577$1.08 萬0.00%
Gables Capital Management Inc.500$9,3350.01%
Glass Jacobson Investment Advisors llc476$8,8870.00%
Prestige Wealth Management Group LLC458$8,5510.00%
Advisory Services Network, LLC455$8,4950.00%
RFP Financial Group LLC451$8,4200.00%
U.S. Capital Wealth Advisors, LLC271$5,0600.00%
Cornerstone Planning Group LLC145$3,0480.00%
Parkside Financial Bank & Trust155$2,8940.00%
James Investment Research Inc100$2,0000.00%
Householder Group Estate & Retirement Specialist, LLC158$2,0000.00%
Fiduciary Alliance LLC100$1,8670.00%
Farther Finance Advisors, LLC56$1,0460.00%
Grey Fox Wealth Advisors, LLC47$8770.00%
McClarren Financial Advisors, Inc.16$00.00%

清倉機構(45 家)

2022 年第 3 季季末持有 UBS Group AG、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 UBS 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Mackenzie Financial Corp3,330,017$4,884 萬
Ontario Teachers Pension Plan Board323,250$474.0 萬
Geode Capital Management, LLC194,394$282.0 萬
Parkwood LLC190,525$276.5 萬
Leuthold Group, LLC175,340$254.4 萬
FNY Investment Advisers, LLC125,000$181.3 萬
1832 Asset Management L.P.110,483$160.3 萬
Citadel Advisors LLC86,361$125.3 萬
Calamos Wealth Management LLC74,700$108.4 萬
Two Sigma Securities, LLC67,794$98.4 萬
Trexquant Investment LP42,784$62.1 萬
Group One Trading, L.P.33,887$49.2 萬
Winning Points Advisors, LLC27,202$40.9 萬
HRT Financial LP26,332$38.2 萬
Squarepoint Ops LLC21,649$31.4 萬
Walleye Capital LLC20,095$29.2 萬
Moore Capital Management, LP20,000$29.0 萬
Virtu Financial LLC16,825$24.4 萬
Guggenheim Capital LLC16,069$23.3 萬
OPSEU Pension Plan Trust Fund15,708$23.3 萬
Cresset Asset Management, LLC14,582$21.2 萬
Bridgewater Advisors Inc.14,556$21.1 萬
Gitterman Wealth Management, LLC13,734$19.7 萬
Blueshift Asset Management, LLC12,811$18.6 萬
Voloridge Investment Management, LLC11,914$17.3 萬
Verus Capital Partners, LLC11,550$16.8 萬
PDS Planning, Inc10,075$14.6 萬
Stonegate Investment Group, LLC10,096$14.6 萬
Cutler Group LP9,581$13.9 萬
Selective Wealth Management, Inc.8,528$12.4 萬
Glassman Wealth Services2,526$3.70 萬
Mirabella Financial Services LLP12,844$3.00 萬
Vigilant Capital Management, LLC1,115$1.60 萬
Brown Brothers Harriman & Co770$1.10 萬
Howe & Rusling Inc531$8,000
Meeder Asset Management Inc307$4,000
Smithfield Trust Co291$4,000
Central Trust Co211$3,000
MUFG Americas Holdings Corp212$3,000
Geneos Wealth Management Inc.161$2,000
Absolute Capital Management, LLC113$1,658
University of Texas/Texas Am Investment Managment Co67$1,000
Hudock, Inc.60$0
O'Dell Group, LLC1$0
Columbia Asset Management272–

尚未申報 2022 年第 4 季的機構(6 家)

2022 年第 3 季季末持有 UBS Group AG、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 UBS、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Eaton Vance Management652,780$947.2 萬
Jefferies Group LLC90,000$132.1 萬
Wipfli Financial Advisors LLC,27,853$40.4 萬
Corient Capital Partners, LLC17,956$29.1 萬
American Portfolios Advisors7,391$10.7 萬
FourThought Financial, LLC7$0