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 |
|---|---|---|---|---|---|
| Kula Investments, LLC | 11,894 | $22.2 萬 | 0.08% | +11,894 | 新進 |
| CVA Family Office, LLC | 12,000 | $22.4 萬 | 0.05% | +12,000 | 新進 |
| FDx Advisors, Inc. | 12,272 | $22.9 萬 | 0.01% | −2,098−14.6% | 減碼 |
| Synovus Financial Corp | 12,284 | $22.9 萬 | 0.00% | +227+1.9% | 加碼 |
| Ascent Group, LLC | 12,610 | $23.5 萬 | 0.03% | +2,041+19.3% | 加碼 |
| Pinnacle Associates Ltd | 12,641 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 12,700 | $23.7 萬 | 0.03% | −4,950−28.0% | 減碼 |
| 180 Wealth Advisors, LLC | 10,948 | $23.7 萬 | 0.06% | −3,897−26.3% | 減碼 |
| Compton Wealth Advisory Group, LLC | 13,114 | $24.5 萬 | 0.10% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 13,135 | $24.5 萬 | 0.28% | +13,135 | 新進 |
| First National Bank of Hutchinson | 13,242 | $24.7 萬 | 0.21% | +205+1.6% | 加碼 |
| Bleakley Financial Group, LLC | 13,540 | $25.3 萬 | 0.01% | +13,540 | 新進 |
| First Republic Investment Management, Inc. | 13,868 | $25.9 萬 | 0.00% | +948+7.3% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $26.1 萬 | 0.23% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 14,514 | $27.1 萬 | 0.03% | −3,651−20.1% | 減碼 |
| AE Wealth Management LLC | 14,607 | $27.3 萬 | 0.00% | −278−1.9% | 減碼 |
| Glenmede Trust Co NA | 14,677 | $27.4 萬 | 0.00% | +443+3.1% | 加碼 |
| Ballentine Partners, LLC | 15,076 | $28.1 萬 | 0.01% | +116+0.8% | 加碼 |
| Henshaw Capital LLC | 15,299 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Comerica Securities,inc. | 15,544 | $29.0 萬 | 0.02% | −2,133−12.1% | 減碼 |
| Deuterium Capital Management, LLC | 16,879 | $29.0 萬 | 0.87% | +5,723+51.3% | 加碼 |
| Capital Asset Advisory Services LLC | 14,266 | $29.1 萬 | 0.02% | −31,176−68.6% | 減碼 |
| Soltis Investment Advisors LLC | 15,651 | $29.2 萬 | 0.04% | +15,651 | 新進 |
| Charles Schwab Investment Management Inc | 15,705 | $29.3 萬 | 0.00% | +15,705 | 新進 |
| Checchi Capital Advisers, LLC | 16,243 | $30.3 萬 | 0.03% | +1,178+7.8% | 加碼 |
| Sage Rhino Capital LLC | 16,391 | $30.6 萬 | 0.10% | +756+4.8% | 加碼 |
| Lindbrook Capital, LLC | 16,421 | $30.7 萬 | 0.04% | +6,307+62.4% | 加碼 |
| Ethic Inc. | 16,706 | $31.2 萬 | 0.02% | +16,706 | 新進 |
| Oppenheimer & Co Inc | 16,747 | $31.3 萬 | 0.01% | −586−3.4% | 減碼 |
| Clearstead Advisors, LLC | 16,916 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| American Trust Investment Advisors, LLC | 17,040 | $31.8 萬 | 0.20% | −3,560−17.3% | 減碼 |
| Zhang Financial LLC | 17,616 | $32.9 萬 | 0.04% | +7,156+68.4% | 加碼 |
| CI Private Wealth, LLC | 17,691 | $32.9 萬 | 0.00% | +17,691 | 新進 |
| Gallacher Capital Management LLC | 17,886 | $33.4 萬 | 0.20% | +17,886 | 新進 |
| Prudential Financial Inc | 18,076 | $33.7 萬 | 0.00% | +912+5.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 18,203 | $34.0 萬 | 0.00% | −939−4.9% | 減碼 |
| MQS Management LLC | 18,594 | $34.7 萬 | 0.24% | +18,594 | 新進 |
| Argonautica Private Wealth Management, Inc | 18,640 | $34.8 萬 | 0.18% | +18,640 | 新進 |
| Susquehanna International Group Ltd. | 18,813 | $35.0 萬 | 0.16% | +18,813 | 新進 |
| Mount Yale Investment Advisors, LLC | 18,750 | $35.0 萬 | 0.04% | −2,895−13.4% | 減碼 |
| M&T Bank Corp | 19,053 | $35.6 萬 | 0.00% | −61−0.3% | 減碼 |
| Colony Group LLC | 19,200 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 19,527 | $36.5 萬 | 0.00% | +2,878+17.3% | 加碼 |
| Fisher Asset Management, LLC | 19,596 | $36.6 萬 | 0.00% | −4,687−19.3% | 減碼 |
| Evergreen Capital Management LLC | 19,733 | $36.8 萬 | 0.02% | +6,643+50.7% | 加碼 |
| Chapin Davis, Inc. | 20,000 | $37.3 萬 | 0.22% | +20,000 | 新進 |
| Levin Capital Strategies, L.P. | 20,000 | $37.3 萬 | 0.05% | +20,000 | 新進 |
| Ronald Blue Trust, Inc. | 26,016 | $37.7 萬 | 0.01% | +14,368+123.4% | 加碼 |
| Kathmere Capital Management, LLC | 21,172 | $39.5 萬 | 0.07% | +21,172 | 新進 |
| Janney Montgomery Scott LLC | 21,625 | $40.4 萬 | 0.00% | +1,529+7.6% | 加碼 |
| Boston Private Wealth LLC | 22,100 | $41.3 萬 | 0.01% | −1,795−7.5% | 減碼 |
| Commonwealth Equity Services, LLC | 22,292 | $41.6 萬 | 0.00% | +4,094+22.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,504 | $42.0 萬 | 0.00% | −1,744−7.2% | 減碼 |
| National Asset Management, Inc. | 22,639 | $42.3 萬 | 0.01% | −3,580−13.7% | 減碼 |
| Gradient Investments LLC | 22,725 | $42.4 萬 | 0.01% | −941−4.0% | 減碼 |
| Studio Investment Management LLC | 22,786 | $42.5 萬 | 0.14% | +879+4.0% | 加碼 |
| Financial Counselors Inc | 24,257 | $45.3 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 25,208 | $47.1 萬 | 0.01% | +13,875+122.4% | 加碼 |
| Old National Bancorp | 25,388 | $47.4 萬 | 0.01% | −285−1.1% | 減碼 |
| Spire Wealth Management | 25,400 | $47.4 萬 | 0.03% | +4,677+22.6% | 加碼 |
| Baker Ellis Asset Management LLC | 25,600 | $47.8 萬 | 0.09% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 25,639 | $47.9 萬 | 0.01% | +8,451+49.2% | 加碼 |
| Vise Technologies, Inc. | 27,218 | $50.8 萬 | 0.16% | −2,518−8.5% | 減碼 |
| Atlas Capital Advisors LLC | 28,004 | $52.3 萬 | 0.09% | −22,579−44.6% | 減碼 |
| Quadrant Capital Group LLC | 28,120 | $52.5 萬 | 0.06% | +2,280+8.8% | 加碼 |
| Tradewinds, LLC. | 12,496 | $53.8 萬 | 0.57% | +12,496 | 新進 |
| Cookson Peirce & Co Inc | 29,067 | $54.3 萬 | 0.04% | +100+0.3% | 加碼 |
| Private Advisor Group, LLC | 41,064 | $54.7 萬 | 0.03% | +6,024+17.2% | 加碼 |
| Lake Street Advisors Group, LLC | 31,061 | $58.0 萬 | 0.04% | −2,841−8.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 31,506 | $58.8 萬 | 0.01% | −1,617−4.9% | 減碼 |
| Advisor Partners II, LLC | 31,675 | $59.1 萬 | 0.04% | +10,189+47.4% | 加碼 |
| Horizon Investments, LLC | 32,050 | $59.8 萬 | 0.02% | +32,050 | 新進 |
| Raymond James Trust N.A. | 32,089 | $59.9 萬 | 0.02% | −3,089−8.8% | 減碼 |
| Clarius Group, LLC | 32,658 | $60.9 萬 | 0.05% | +8,626+35.9% | 加碼 |
| Kestra Advisory Services, LLC | 32,799 | $61.2 萬 | 0.01% | +3,049+10.2% | 加碼 |
| Cetera Investment Advisers | 32,838 | $61.3 萬 | 0.01% | +10,607+47.7% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 33,228 | $62.0 萬 | 1.74% | 00.0% | 不變 |
| HighTower Advisors, LLC | 33,698 | $62.7 萬 | 0.00% | −9,964−22.8% | 減碼 |
| Morningstar Investment Services LLC | 32,802 | $63.5 萬 | 0.01% | −1,143−3.4% | 減碼 |
| Quantinno Capital Management LP | 34,937 | $65.2 萬 | 0.05% | +34,937 | 新進 |
| Rehmann Capital Advisory Group | 35,879 | $67.0 萬 | 0.07% | −2,994−7.7% | 減碼 |
| Gabelli Funds LLC | 37,000 | $69.1 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 38,147 | $71.2 萬 | 0.01% | +38,147 | 新進 |
| SOL Capital Management CO | 39,580 | $73.9 萬 | 0.13% | 00.0% | 不變 |
| Truist Financial Corp | 40,525 | $75.7 萬 | 0.00% | +2,454+6.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 40,588 | $75.8 萬 | 0.00% | +27,288+205.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 40,607 | $75.8 萬 | 0.04% | −1,657−3.9% | 減碼 |
| MML Investors Services, LLC | 42,162 | $78.7 萬 | 0.01% | +4,351+11.5% | 加碼 |
| Nordwand Advisors, LLC | 45,220 | $84.4 萬 | 0.11% | +45,220 | 新進 |
| Advisors Asset Management, Inc. | 46,598 | $87.0 萬 | 0.02% | −5,856−11.2% | 減碼 |
| Investors Research Corp | 46,809 | $87.4 萬 | 0.24% | −450−1.0% | 減碼 |
| Eqis Capital Management, Inc. | 47,523 | $88.7 萬 | 0.10% | −923−1.9% | 減碼 |
| Qtron Investments LLC | 47,980 | $89.2 萬 | 0.19% | +12,924+36.9% | 加碼 |
| Greenleaf Trust | 48,248 | $90.1 萬 | 0.01% | −999−2.0% | 減碼 |
| BTC Capital Management, Inc. | 48,297 | $90.2 萬 | 0.11% | −519−1.1% | 減碼 |
| Park Avenue Securities LLC | 48,983 | $91.5 萬 | 0.02% | +4,844+11.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 49,264 | $91.7 萬 | 0.22% | +38,678+365.4% | 加碼 |
| Centennial Bank | 49,860 | $93.1 萬 | 0.53% | +49,860 | 新進 |
| Fifth Third Bancorp | 50,924 | $95.1 萬 | 0.00% | −16,074−24.0% | 減碼 |
| Liberty One Investment Management, LLC | 52,010 | $97.1 萬 | 0.14% | −3,480−6.3% | 減碼 |