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。
2023 年第 1 季 13F 持有人
UBS Group AG 在 2023/3/31 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
- 438
- 較 2022 年第 4 季 +67 家
- 持有股數
- 14.2 億
- 較 2022 年第 4 季 +1.57 億 (+12.4%)
- 總市值
- $300.5 億
- 較 2022 年第 4 季 +$64.8 億 (+27.5%)
- 新進機構
- 99
- 另有 130 家加碼
- 清倉機構
- 32
- 另有 166 家減碼
另有 7 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 35,974 | $76.8 萬 | 0.37% | +35,974 | 新進 |
| LGT Fund Management Co Ltd. | 36,500 | $77.0 萬 | 0.33% | +36,500 | 新進 |
| Northwestern Mutual Wealth Management Co | 36,590 | $78.1 萬 | 0.00% | −22,731−38.3% | 減碼 |
| Cetera Advisor Networks LLC | 36,963 | $78.9 萬 | 0.01% | −1,184−3.1% | 減碼 |
| Banco BTG Pactual S.A. | 40,000 | $78.9 萬 | 0.36% | +40,000 | 新進 |
| Gabelli Funds LLC | 37,000 | $79.0 萬 | 0.01% | 00.0% | 不變 |
| Virtu Financial LLC | 37,353 | $79.7 萬 | 0.08% | +37,353 | 新進 |
| Simplex Trading, LLC | 38,202 | $81.5 萬 | 0.04% | +38,202 | 新進 |
| Perigon Wealth Management, LLC | 38,714 | $82.6 萬 | 0.05% | +38,714 | 新進 |
| Gardner Lewis Asset Management L P | 38,750 | $82.7 萬 | 0.29% | +38,750 | 新進 |
| Raymond James Trust N.A. | 38,901 | $83.0 萬 | 0.03% | +6,812+21.2% | 加碼 |
| Centennial Bank | 39,641 | $83.6 萬 | 0.55% | −10,219−20.5% | 減碼 |
| SOL Capital Management CO | 39,580 | $84.5 萬 | 0.14% | 00.0% | 不變 |
| Private Advisor Group, LLC | 39,677 | $84.7 萬 | 0.01% | −1,387−3.4% | 減碼 |
| WealthTrust Asset Management, LLC | 39,957 | $85.3 萬 | 0.81% | +39,957 | 新進 |
| Park Avenue Securities LLC | 40,021 | $85.4 萬 | 0.01% | −8,962−18.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 40,698 | $86.9 萬 | 0.04% | +91+0.2% | 加碼 |
| Bailard, Inc. | 41,217 | $88.0 萬 | 0.03% | +41,217 | 新進 |
| Qtron Investments LLC | 43,195 | $91.2 萬 | 0.19% | −4,785−10.0% | 減碼 |
| Advisors Asset Management, Inc. | 43,193 | $92.2 萬 | 0.02% | −3,405−7.3% | 減碼 |
| Qsemble Capital Management, LP | 43,400 | $92.6 萬 | 0.62% | −11,800−21.4% | 減碼 |
| BTC Capital Management, Inc. | 44,010 | $92.9 萬 | 0.11% | −4,287−8.9% | 減碼 |
| Baker Ellis Asset Management LLC | 44,114 | $94.1 萬 | 0.17% | +18,514+72.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 44,248 | $94.4 萬 | 0.01% | +44,248 | 新進 |
| Credit Capital Investments LLC | 45,000 | $96.0 萬 | 1.25% | +45,000 | 新進 |
| CI Private Wealth, LLC | 45,106 | $96.3 萬 | 0.00% | +27,415+155.0% | 加碼 |
| Janney Montgomery Scott LLC | 45,138 | $96.3 萬 | 0.00% | +23,513+108.7% | 加碼 |
| Nordwand Advisors, LLC | 45,220 | $96.5 萬 | 0.16% | 00.0% | 不變 |
| Adams Wealth Management | 45,779 | $97.7 萬 | 0.32% | +45,779 | 新進 |
| Investors Research Corp | 46,034 | $98.2 萬 | 0.26% | −775−1.7% | 減碼 |
| Wexford Capital LP | 46,608 | $98.3 萬 | 0.20% | −7,904−14.5% | 減碼 |
| Quantinno Capital Management LP | 46,648 | $99.5 萬 | 0.07% | +11,711+33.5% | 加碼 |
| Greenleaf Trust | 48,293 | $103.1 萬 | 0.01% | +45+0.1% | 加碼 |
| Jane Street Group, LLC | 48,624 | $103.8 萬 | 0.00% | −77,464−61.4% | 減碼 |
| Liberty One Investment Management, LLC | 49,062 | $104.7 萬 | 0.14% | −2,948−5.7% | 減碼 |
| Banco Santander, S.A. | 54,976 | $106.0 萬 | 0.02% | −14,220−20.6% | 減碼 |
| Wolverine Trading, LLC | 51,835 | $106.3 萬 | 0.03% | +51,835 | 新進 |
| Timelo Investment Management Inc. | 50,000 | $106.7 萬 | 1.33% | +50,000 | 新進 |
| Money Concepts Capital Corp | 50,068 | $107.0 萬 | 0.06% | −3,556−6.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 50,577 | $107.9 萬 | 0.00% | +9,989+24.6% | 加碼 |
| Truist Financial Corp | 50,762 | $108.3 萬 | 0.00% | +10,237+25.3% | 加碼 |
| Fifth Third Bancorp | 50,767 | $108.3 萬 | 0.01% | −157−0.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 51,548 | $110.0 萬 | 0.02% | +20,042+63.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 52,566 | $110.8 萬 | 0.00% | +52,566 | 新進 |
| Schechter Investment Advisors, LLC | 52,327 | $111.7 萬 | 0.10% | −12,585−19.4% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 52,915 | $112.9 萬 | 0.71% | −482−0.9% | 減碼 |
| Forum Financial Management, LP | 53,533 | $114.2 萬 | 0.03% | −100.0% | 減碼 |
| Simmons Bank | 54,165 | $115.6 萬 | 0.10% | +54,165 | 新進 |
| NatWest Group plc | 54,253 | $115.8 萬 | 0.63% | −1,970−3.5% | 減碼 |
| Veriti Management LLC | 55,173 | $117.7 萬 | 0.14% | +89+0.2% | 加碼 |
| Massachusetts Wealth Management | 55,350 | $118.1 萬 | 1.22% | −2,600−4.5% | 減碼 |
| Signaturefd, LLC | 55,897 | $119.3 萬 | 0.03% | +3,747+7.2% | 加碼 |
| Yousif Capital Management, LLC | 59,151 | $126.2 萬 | 0.02% | +240+0.4% | 加碼 |
| AE Wealth Management LLC | 59,668 | $127.3 萬 | 0.01% | +45,061+308.5% | 加碼 |
| Atria Investments LLC | 59,801 | $127.6 萬 | 0.02% | +59,801 | 新進 |
| Integrated Wealth Concepts LLC | 60,152 | $128.4 萬 | 0.03% | +60,152 | 新進 |
| Altman Advisors, Inc. | 74,058 | $129.6 萬 | 1.19% | +1,047+1.4% | 加碼 |
| Cigna Investments Inc | 62,311 | $131.6 萬 | 0.26% | −1,847−2.9% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 63,743 | $136.0 萬 | 0.51% | 00.0% | 不變 |
| Cullen Capital Management LLC | 64,817 | $138.3 萬 | 0.01% | −2,037−3.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 64,927 | $138.6 萬 | 0.00% | −1,206−1.8% | 減碼 |
| First Hawaiian Bank | 66,285 | $141.5 萬 | 0.05% | +12,379+23.0% | 加碼 |
| Vident Investment Advisory, LLC | 66,969 | $141.9 萬 | 0.05% | −30,394−31.2% | 減碼 |
| Victory Capital Management Inc | 67,762 | $144.6 萬 | 0.00% | +67,762 | 新進 |
| Legacy Wealth Asset Management, LLC | 70,176 | $149.8 萬 | 0.54% | −1,338−1.9% | 減碼 |
| Ativo Capital Management LLC | 70,979 | $151.5 萬 | 1.85% | −907−1.3% | 減碼 |
| Capital International Sarl | 75,071 | $158.5 萬 | 0.08% | +75,071 | 新進 |
| Mitchell Capital Management Co | 75,201 | $160.5 萬 | 0.40% | +1,894+2.6% | 加碼 |
| Duality Advisers, LP | 76,274 | $162.8 萬 | 0.18% | −28,525−27.2% | 減碼 |
| Alaethes Wealth LLC | 78,718 | $168.0 萬 | 0.98% | +4,387+5.9% | 加碼 |
| Occudo Quantitative Strategies LP | 81,622 | $174.2 萬 | 0.16% | +81,622 | 新進 |
| Tocqueville Asset Management L.P. | 83,782 | $178.8 萬 | 0.03% | −608,101−87.9% | 減碼 |
| British Columbia Investment Management Corp | 86,277 | $181.9 萬 | 0.02% | +2,041+2.4% | 加碼 |
| Beach Investment Counsel Inc | 86,446 | $184.5 萬 | 0.25% | +73,746+580.7% | 加碼 |
| US Bancorp | 88,311 | $188.5 萬 | 0.00% | +6,182+7.5% | 加碼 |
| JustInvest LLC | 88,867 | $189.6 萬 | 0.07% | +2,088+2.4% | 加碼 |
| PEAK6 Investments LLC | 89,999 | $192.1 萬 | 0.12% | +89,999 | 新進 |
| Oppenheimer & Co Inc | 90,659 | $193.5 萬 | 0.04% | +73,912+441.3% | 加碼 |
| Ritholtz Wealth Management | 94,709 | $202.1 萬 | 0.10% | +3,711+4.1% | 加碼 |
| United Services Automobile Association | 95,880 | $202.1 萬 | 0.06% | −59,868−38.4% | 減碼 |
| LPL Financial LLC | 96,188 | $205.3 萬 | 0.00% | +8,084+9.2% | 加碼 |
| Scoggin Management LP | 100,000 | $213.4 萬 | 3.11% | +100,000 | 新進 |
| Pathstone Family Office, LLC | 101,596 | $215.2 萬 | 0.03% | +16,042+18.8% | 加碼 |
| Hantz Financial Services, Inc. | 102,249 | $218.2 萬 | 0.06% | −11,340−10.0% | 減碼 |
| Boston Partners | 103,209 | $220.2 萬 | 0.00% | +15,517+17.7% | 加碼 |
| Independent Advisor Alliance | 103,690 | $221.3 萬 | 0.11% | −2,185−2.1% | 減碼 |
| Highland Capital Management, LLC | 105,967 | $226.1 萬 | 0.17% | +696+0.7% | 加碼 |
| Maryland State Retirement & Pension System | 107,322 | $226.2 萬 | 0.05% | +107,322 | 新進 |
| Creative Planning | 109,549 | $233.8 萬 | 0.00% | +9,420+9.4% | 加碼 |
| Squarepoint Ops LLC | 112,676 | $240.5 萬 | 0.02% | +112,676 | 新進 |
| KCS Wealth Advisory | 119,734 | $255.5 萬 | 0.97% | −829−0.7% | 減碼 |
| Mariner, LLC | 122,041 | $259.5 萬 | 0.01% | −1,900−1.5% | 減碼 |
| Bridgeway Capital Management, LLC | 125,000 | $266.8 萬 | 0.07% | −37,900−23.3% | 減碼 |
| Hiddenite Capital Partners LP | 125,000 | $266.8 萬 | 3.62% | +125,000 | 新進 |
| Metis Global Partners, LLC | 131,148 | $276.5 萬 | 0.18% | −20,197−13.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 131,530 | $280.7 萬 | 0.10% | +131,530 | 新進 |
| Wetherby Asset Management Inc | 132,279 | $282.3 萬 | 0.17% | −3,382−2.5% | 減碼 |
| Jackson Wealth Management, LLC | 133,122 | $284.1 萬 | 2.14% | +133,122 | 新進 |
| Stifel Financial Corp | 136,101 | $290.4 萬 | 0.00% | +43,282+46.6% | 加碼 |
| Logan Capital Management Inc | 137,451 | $293.3 萬 | 0.14% | −25,910−15.9% | 減碼 |