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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 290,000 | $541.5 萬 | 0.41% | +150,000+107.1% | 加碼 |
| Susquehanna International Securities, Ltd. | 273,955 | $509.7 萬 | 3.66% | +246,338+892.0% | 加碼 |
| Achmea Investment Management B.V. | 290,736 | $506.6 萬 | 0.17% | +738+0.3% | 加碼 |
| SEI Investments Co | 270,209 | $504.5 萬 | 0.01% | −16,513−5.8% | 減碼 |
| Portolan Capital Management, LLC | 262,997 | $491.0 萬 | 0.49% | +262,997 | 新進 |
| O'Shaughnessy Asset Management, LLC | 239,420 | $446.6 萬 | 0.07% | +33,705+16.4% | 加碼 |
| Mercer Global Advisors Inc | 234,348 | $437.5 萬 | 0.02% | −6,658−2.8% | 減碼 |
| Connectus Wealth, LLC | 229,042 | $427.6 萬 | 0.11% | +229,042 | 新進 |
| Crossmark Global Holdings, Inc. | 223,209 | $416.7 萬 | 0.10% | −28,117−11.2% | 減碼 |
| MetLife Investment Management | 219,644 | $409.2 萬 | 0.03% | −8,020−3.5% | 減碼 |
| Advisor Group Holdings, Inc. | 214,819 | $401.1 萬 | 0.01% | +31,425+17.1% | 加碼 |
| Clearbridge Investments, LLC | 201,089 | $375.4 萬 | 0.00% | −2,274−1.1% | 減碼 |
| Dorsey Wright & Associates | 183,786 | $343.1 萬 | 1.00% | +183,786 | 新進 |
| Ensign Peak Advisors, Inc | 181,044 | $341.9 萬 | 0.01% | −8,650−4.6% | 減碼 |
| Legal & General Group Plc | 168,310 | $313.0 萬 | 0.00% | −1,165−0.7% | 減碼 |
| Baker Avenue Asset Management, LP | 164,969 | $308.0 萬 | 0.18% | +164,969 | 新進 |
| Brinker Capital Investments, LLC | 163,451 | $305.2 萬 | 0.06% | −17,209−9.5% | 減碼 |
| Logan Capital Management Inc | 163,361 | $305.0 萬 | 0.16% | +6,474+4.1% | 加碼 |
| Bridgeway Capital Management, LLC | 162,900 | $304.1 萬 | 0.08% | 00.0% | 不變 |
| United Services Automobile Association | 155,748 | $289.8 萬 | 0.07% | −12,734−7.6% | 減碼 |
| Metis Global Partners, LLC | 151,345 | $281.6 萬 | 0.25% | +9,357+6.6% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 136,831 | $279.4 萬 | 0.58% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 144,955 | $269.6 萬 | 0.12% | −22,626−13.5% | 減碼 |
| Power Corp of Canada | 144,463 | $268.7 萬 | 0.48% | −6,052−4.0% | 減碼 |
| Wetherby Asset Management Inc | 135,661 | $253.3 萬 | 0.16% | +3,535+2.7% | 加碼 |
| Ossiam | 135,341 | $251.7 萬 | 0.07% | +4,602+3.5% | 加碼 |
| Jane Street Group, LLC | 126,088 | $234.6 萬 | 0.00% | −204,883−61.9% | 減碼 |
| Mariner, LLC | 123,941 | $231.4 萬 | 0.01% | −7,571−5.8% | 減碼 |
| Nuveen Asset Management, LLC | 122,639 | $229.0 萬 | 0.00% | −4,799−3.8% | 減碼 |
| KCS Wealth Advisory | 120,563 | $225.1 萬 | 0.94% | +5,639+4.9% | 加碼 |
| Brandes Investment Partners, LP | 117,464 | $219.3 萬 | 0.06% | −1,790,708−93.8% | 減碼 |
| Hantz Financial Services, Inc. | 113,589 | $212.1 萬 | 0.06% | +231+0.2% | 加碼 |
| Independent Advisor Alliance | 105,875 | $197.7 萬 | 0.24% | −18,697−15.0% | 減碼 |
| Highland Capital Management, LLC | 105,271 | $196.5 萬 | 0.14% | −400−0.4% | 減碼 |
| Duality Advisers, LP | 104,799 | $195.7 萬 | 0.22% | +104,799 | 新進 |
| PDT Partners, LLC | 104,388 | $194.9 萬 | 0.32% | +104,388 | 新進 |
| Creative Planning | 100,129 | $186.9 萬 | 0.00% | +35,360+54.6% | 加碼 |
| Vident Investment Advisory, LLC | 97,363 | $181.1 萬 | 0.07% | +5,861+6.4% | 加碼 |
| Stifel Financial Corp | 92,819 | $173.3 萬 | 0.00% | +6,407+7.4% | 加碼 |
| Ritholtz Wealth Management | 90,998 | $169.9 萬 | 0.09% | +24,072+36.0% | 加碼 |
| LPL Financial LLC | 88,104 | $164.5 萬 | 0.00% | −10,870−11.0% | 減碼 |
| Boston Partners | 87,692 | $163.7 萬 | 0.00% | −42,522−32.7% | 減碼 |
| JustInvest LLC | 86,779 | $162.0 萬 | 0.07% | +18,050+26.3% | 加碼 |
| British Columbia Investment Management Corp | 84,236 | $156.7 萬 | 0.02% | −5,756−6.4% | 減碼 |
| Comerica Bank | 72,515 | $153.8 萬 | 0.01% | −625−0.9% | 減碼 |
| US Bancorp | 82,129 | $153.3 萬 | 0.00% | +10,394+14.5% | 加碼 |
| GQG Partners LLC | 82,290 | $153.0 萬 | 0.00% | −3,749−4.4% | 減碼 |
| Ergoteles LLC | 126,624 | $150.1 萬 | 0.06% | +46,202+57.4% | 加碼 |
| Altman Advisors, Inc. | 73,011 | $149.1 萬 | 0.92% | −5,294−6.8% | 減碼 |
| Pathstone Family Office, LLC | 85,554 | $145.1 萬 | 0.03% | +22,233+35.1% | 加碼 |
| Alaethes Wealth LLC | 74,331 | $138.8 萬 | 0.95% | −6,782−8.4% | 減碼 |
| Marietta Investment Partners LLC | 73,584 | $137.4 萬 | 0.39% | −2,972−3.9% | 減碼 |
| Mitchell Capital Management Co | 73,307 | $136.9 萬 | 0.38% | +451+0.6% | 加碼 |
| Ativo Capital Management LLC | 71,886 | $134.2 萬 | 1.69% | −4,400−5.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 71,514 | $133.5 萬 | 0.51% | −39,464−35.6% | 減碼 |
| Cullen Capital Management LLC | 66,854 | $124.8 萬 | 0.02% | −1,828−2.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 66,796 | $124.7 萬 | 0.00% | −86,305−56.4% | 減碼 |
| Massachusetts Wealth Management | 57,950 | $124.4 萬 | 1.20% | +57,950 | 新進 |
| The PNC Financial Services Group, Inc. | 66,133 | $123.5 萬 | 0.00% | +4,407+7.1% | 加碼 |
| swisspartners Ltd. | 65,229 | $121.4 萬 | 1.55% | +3,000+4.8% | 加碼 |
| Schechter Investment Advisors, LLC | 64,912 | $121.2 萬 | 0.11% | −705−1.1% | 減碼 |
| Cigna Investments Inc | 64,158 | $119.3 萬 | 0.25% | −3,076−4.6% | 減碼 |
| Banco Santander, S.A. | 69,196 | $119.1 萬 | 0.02% | −65,178−48.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 63,743 | $119.0 萬 | 0.46% | −33,406−34.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 59,321 | $110.8 萬 | 0.00% | −1,622−2.7% | 減碼 |
| Yousif Capital Management, LLC | 58,911 | $110.0 萬 | 0.01% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 56,509 | $105.5 萬 | 0.10% | −13,000−18.7% | 減碼 |
| NatWest Group plc | 56,223 | $105.0 萬 | 0.60% | −23,688−29.6% | 減碼 |
| Qsemble Capital Management, LP | 55,200 | $103.1 萬 | 0.72% | +55,200 | 新進 |
| Veriti Management LLC | 55,084 | $102.8 萬 | 0.14% | +1,617+3.0% | 加碼 |
| Wexford Capital LP | 54,512 | $101.5 萬 | 0.21% | +54,512 | 新進 |
| First Hawaiian Bank | 53,906 | $100.7 萬 | 0.04% | +97+0.2% | 加碼 |
| Money Concepts Capital Corp | 53,624 | $100.1 萬 | 0.04% | −3,040−5.4% | 減碼 |
| Forum Financial Management, LP | 53,543 | $100.0 萬 | 0.03% | +100.0% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 53,397 | $99.7 萬 | 0.65% | +70.0% | 加碼 |
| Signaturefd, LLC | 52,150 | $97.4 萬 | 0.03% | +919+1.8% | 加碼 |
| Liberty One Investment Management, LLC | 52,010 | $97.1 萬 | 0.14% | −3,480−6.3% | 減碼 |
| Fifth Third Bancorp | 50,924 | $95.1 萬 | 0.00% | −16,074−24.0% | 減碼 |
| Centennial Bank | 49,860 | $93.1 萬 | 0.53% | +49,860 | 新進 |
| Campbell & CO Investment Adviser LLC | 49,264 | $91.7 萬 | 0.22% | +38,678+365.4% | 加碼 |
| Park Avenue Securities LLC | 48,983 | $91.5 萬 | 0.02% | +4,844+11.0% | 加碼 |
| BTC Capital Management, Inc. | 48,297 | $90.2 萬 | 0.11% | −519−1.1% | 減碼 |
| Greenleaf Trust | 48,248 | $90.1 萬 | 0.01% | −999−2.0% | 減碼 |
| Qtron Investments LLC | 47,980 | $89.2 萬 | 0.19% | +12,924+36.9% | 加碼 |
| Eqis Capital Management, Inc. | 47,523 | $88.7 萬 | 0.10% | −923−1.9% | 減碼 |
| Investors Research Corp | 46,809 | $87.4 萬 | 0.24% | −450−1.0% | 減碼 |
| Advisors Asset Management, Inc. | 46,598 | $87.0 萬 | 0.02% | −5,856−11.2% | 減碼 |
| Nordwand Advisors, LLC | 45,220 | $84.4 萬 | 0.11% | +45,220 | 新進 |
| MML Investors Services, LLC | 42,162 | $78.7 萬 | 0.01% | +4,351+11.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 40,607 | $75.8 萬 | 0.04% | −1,657−3.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 40,588 | $75.8 萬 | 0.00% | +27,288+205.2% | 加碼 |
| Truist Financial Corp | 40,525 | $75.7 萬 | 0.00% | +2,454+6.4% | 加碼 |
| SOL Capital Management CO | 39,580 | $73.9 萬 | 0.13% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 38,147 | $71.2 萬 | 0.01% | +38,147 | 新進 |
| Gabelli Funds LLC | 37,000 | $69.1 萬 | 0.01% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 35,879 | $67.0 萬 | 0.07% | −2,994−7.7% | 減碼 |
| Quantinno Capital Management LP | 34,937 | $65.2 萬 | 0.05% | +34,937 | 新進 |
| Morningstar Investment Services LLC | 32,802 | $63.5 萬 | 0.01% | −1,143−3.4% | 減碼 |
| HighTower Advisors, LLC | 33,698 | $62.7 萬 | 0.00% | −9,964−22.8% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 33,228 | $62.0 萬 | 1.74% | 00.0% | 不變 |