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 2 季 13F 持有人
UBS Group AG 在 2023/6/30 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
- 459
- 較 2023 年第 1 季 +25 家
- 持有股數
- 12.7 億
- 較 2023 年第 1 季 −1.48 億 (−10.4%)
- 總市值
- $256.8 億
- 較 2023 年第 1 季 −$43.1 億 (−14.4%)
- 新進機構
- 93
- 另有 163 家加碼
- 清倉機構
- 68
- 另有 162 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 472,840 | $958.4 萬 | 0.48% | +8,076+1.7% | 加碼 |
| Henry James International Management, Inc. | 456,036 | $924.4 萬 | 4.01% | −26,241−5.4% | 減碼 |
| Susquehanna International Group, LLP | 429,377 | $870.3 萬 | 0.01% | −692,225−61.7% | 減碼 |
| Tudor Investment Corp Et Al | 428,918 | $869.4 萬 | 0.14% | +415,877+3,189.0% | 加碼 |
| Artemis Investment Management LLP | 404,408 | $816.9 萬 | 0.10% | −8,989−2.2% | 減碼 |
| CIBC World Markets Inc. | 383,215 | $774.5 萬 | 0.03% | +2,566+0.7% | 加碼 |
| Voloridge Investment Management, LLC | 382,044 | $774.4 萬 | 0.04% | +382,044 | 新進 |
| PointState Capital LP | 373,575 | $757.2 萬 | 0.29% | +373,575 | 新進 |
| O'Shaughnessy Asset Management, LLC | 366,685 | $743.2 萬 | 0.11% | +59,042+19.2% | 加碼 |
| Monaco Asset Management SAM | 362,450 | $732.5 萬 | 3.94% | +362,450 | 新進 |
| Contravisory Investment Management, Inc. | 356,751 | $723.1 萬 | 1.91% | +12,632+3.7% | 加碼 |
| Nuveen Asset Management, LLC | 351,956 | $713.4 萬 | 0.00% | +3,666+1.1% | 加碼 |
| RBF Capital, LLC | 340,000 | $689.2 萬 | 0.43% | +15,000+4.6% | 加碼 |
| Maryland State Retirement & Pension System | 339,271 | $685.5 萬 | 0.14% | +231,949+216.1% | 加碼 |
| SEI Investments Co | 320,344 | $649.4 萬 | 0.01% | +33,086+11.5% | 加碼 |
| Achmea Investment Management B.V. | 320,725 | $648.7 萬 | 0.14% | +29,405+10.1% | 加碼 |
| Credit Agricole S A | 320,020 | $648.7 萬 | 0.21% | +17,188+5.7% | 加碼 |
| Value Partners Investments Inc. | 303,434 | $614.7 萬 | 0.49% | +100,000+49.2% | 加碼 |
| Assenagon Asset Management S.A. | 294,877 | $596.4 萬 | 0.02% | −171,969−36.8% | 減碼 |
| Legal & General Group Plc | 287,367 | $581.2 萬 | 0.00% | +287,367 | 新進 |
| Millennium Management LLC | 276,285 | $560.0 萬 | 0.01% | +60,933+28.3% | 加碼 |
| Advanced Portfolio Management, LLC | 275,000 | $557.4 萬 | 5.11% | +275,000 | 新進 |
| Prudential PLC | 265,013 | $535.4 萬 | 0.06% | +265,013 | 新進 |
| Murchinson Ltd. | 253,875 | $514.6 萬 | 0.66% | +253,875 | 新進 |
| Crossmark Global Holdings, Inc. | 216,163 | $481.2 萬 | 0.10% | −3,844−1.7% | 減碼 |
| Stifel Financial Corp | 234,159 | $474.6 萬 | 0.01% | +98,058+72.0% | 加碼 |
| Mercer Global Advisors Inc | 233,004 | $472.3 萬 | 0.02% | +11,445+5.2% | 加碼 |
| Hiddenite Capital Partners LP | 225,000 | $456.1 萬 | 5.86% | +100,000+80.0% | 加碼 |
| First Trust Advisors LP | 221,086 | $448.0 萬 | 0.01% | +10,098+4.8% | 加碼 |
| Exor Capital LLP | 217,000 | $438.9 萬 | 0.28% | +217,000 | 新進 |
| Ensign Peak Advisors, Inc | 221,894 | $433.9 萬 | 0.01% | 00.0% | 不變 |
| Ossiam | 206,195 | $417.0 萬 | 0.07% | +53,617+35.1% | 加碼 |
| MetLife Investment Management | 199,894 | $406.9 萬 | 0.03% | −6,595−3.2% | 減碼 |
| Clearbridge Investments, LLC | 194,406 | $394.1 萬 | 0.00% | +559+0.3% | 加碼 |
| Azora Capital LP | 176,741 | $357.1 萬 | 0.73% | +176,741 | 新進 |
| Neuberger Berman Group LLC | 174,013 | $352.3 萬 | 0.00% | −223,262−56.2% | 減碼 |
| Group One Trading, L.P. | 170,153 | $344.9 萬 | 0.15% | +170,153 | 新進 |
| National Bank of Canada | 163,855 | $334.4 萬 | 0.01% | +135,890+485.9% | 加碼 |
| LMR Partners LLP | 163,177 | $330.8 萬 | 0.08% | +163,177 | 新進 |
| Dorsey Wright & Associates | 157,866 | $320.0 萬 | 0.96% | −14,339−8.3% | 減碼 |
| Power Corp of Canada | 152,877 | $307.7 萬 | 0.32% | +12,514+8.9% | 加碼 |
| Lord, Abbett & Co. LLC | 150,013 | $303.3 萬 | 0.01% | −241,035−61.6% | 減碼 |
| Creative Planning | 144,356 | $292.6 萬 | 0.00% | +34,807+31.8% | 加碼 |
| Metropolitan Life Insurance Co | 140,135 | $283.4 萬 | 0.14% | −4,092−2.8% | 減碼 |
| Jackson Wealth Management, LLC | 136,499 | $276.7 萬 | 0.41% | +3,377+2.5% | 加碼 |
| Advisor Group Holdings, Inc. | 135,441 | $274.4 萬 | 0.00% | −60,614−30.9% | 減碼 |
| Wetherby Asset Management Inc | 133,556 | $270.7 萬 | 0.15% | +1,277+1.0% | 加碼 |
| Logan Capital Management Inc | 132,132 | $267.8 萬 | 0.13% | −5,319−3.9% | 減碼 |
| Banco Santander, S.A. | 128,851 | $261.2 萬 | 0.03% | +73,875+134.4% | 加碼 |
| Mariner, LLC | 127,924 | $259.0 萬 | 0.01% | +5,883+4.8% | 加碼 |
| Scoggin Management LP | 125,000 | $253.4 萬 | 4.53% | +25,000+25.0% | 加碼 |
| Metis Global Partners, LLC | 124,290 | $251.3 萬 | 0.14% | −6,858−5.2% | 減碼 |
| KCS Wealth Advisory | 121,967 | $247.2 萬 | 0.86% | +2,233+1.9% | 加碼 |
| PDT Partners, LLC | 120,228 | $243.7 萬 | 0.34% | −20,184−14.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 118,694 | $240.6 萬 | 0.84% | +48,518+69.1% | 加碼 |
| Connectus Wealth, LLC | 116,547 | $236.4 萬 | 0.05% | −164,381−58.5% | 減碼 |
| Brinker Capital Investments, LLC | 116,488 | $236.1 萬 | 0.03% | −21,546−15.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 116,488 | $236.1 萬 | 0.03% | −21,546−15.6% | 減碼 |
| LPL Financial LLC | 108,480 | $219.9 萬 | 0.00% | +12,292+12.8% | 加碼 |
| JustInvest LLC | 107,879 | $218.6 萬 | 0.07% | +19,012+21.4% | 加碼 |
| Mitchell Capital Management Co | 106,373 | $215.6 萬 | 0.49% | +31,172+41.5% | 加碼 |
| Bridgeway Capital Management, LLC | 104,400 | $211.6 萬 | 0.05% | −20,600−16.5% | 減碼 |
| Highland Capital Management, LLC | 104,367 | $211.6 萬 | 0.14% | −1,600−1.5% | 減碼 |
| Ritholtz Wealth Management | 102,902 | $208.6 萬 | 0.09% | +8,193+8.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 101,100 | $204.9 萬 | 0.02% | +56,852+128.5% | 加碼 |
| Hantz Financial Services, Inc. | 100,979 | $204.7 萬 | 0.05% | −1,270−1.2% | 減碼 |
| PEAK6 Investments LLC | 98,529 | $199.7 萬 | 0.17% | +8,530+9.5% | 加碼 |
| Independent Advisor Alliance | 96,533 | $195.7 萬 | 0.09% | −7,157−6.9% | 減碼 |
| United Services Automobile Association | 94,686 | $191.4 萬 | 0.05% | −1,194−1.2% | 減碼 |
| Pathstone Family Office, LLC | 92,517 | $187.2 萬 | 0.03% | −9,079−8.9% | 減碼 |
| Boston Partners | 92,055 | $186.6 萬 | 0.00% | −11,154−10.8% | 減碼 |
| Beach Investment Counsel Inc | 85,646 | $173.6 萬 | 0.21% | −800−0.9% | 減碼 |
| Oppenheimer & Co Inc | 80,997 | $164.2 萬 | 0.03% | −9,662−10.7% | 減碼 |
| Alaethes Wealth LLC | 79,762 | $161.7 萬 | 0.89% | +1,044+1.3% | 加碼 |
| Credit Capital Investments LLC | 75,000 | $152.0 萬 | 1.98% | +30,000+66.7% | 加碼 |
| US Bancorp | 72,775 | $147.5 萬 | 0.00% | −15,536−17.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 69,826 | $141.5 萬 | 0.00% | +4,899+7.5% | 加碼 |
| Duality Advisers, LP | 69,264 | $140.4 萬 | 0.18% | −7,010−9.2% | 減碼 |
| Atria Investments LLC | 67,480 | $136.8 萬 | 0.02% | +7,679+12.8% | 加碼 |
| Ativo Capital Management LLC | 67,179 | $136.2 萬 | 1.44% | −3,800−5.4% | 減碼 |
| First Hawaiian Bank | 66,490 | $134.8 萬 | 0.04% | +205+0.3% | 加碼 |
| MYDA Advisors LLC | 64,000 | $129.7 萬 | 0.51% | +64,000 | 新進 |
| Wealth Alliance Advisory Group, LLC | 63,744 | $129.2 萬 | 0.46% | +10.0% | 加碼 |
| Simmons Bank | 63,636 | $129.0 萬 | 0.11% | +9,471+17.5% | 加碼 |
| Cresset Asset Management, LLC | 63,623 | $129.0 萬 | 0.01% | +63,623 | 新進 |
| Cigna Investments Inc | 61,795 | $125.0 萬 | 0.23% | −516−0.8% | 減碼 |
| Yousif Capital Management, LLC | 61,513 | $124.7 萬 | 0.02% | +2,362+4.0% | 加碼 |
| Victory Capital Management Inc | 60,710 | $123.1 萬 | 0.00% | −7,052−10.4% | 減碼 |
| WCM Investment Management, LLC | 59,144 | $118.3 萬 | 0.00% | +59,144 | 新進 |
| Schechter Investment Advisors, LLC | 58,056 | $117.7 萬 | 0.11% | +5,729+10.9% | 加碼 |
| Integrated Wealth Concepts LLC | 57,915 | $117.4 萬 | 0.02% | −2,237−3.7% | 減碼 |
| Adams Wealth Management | 56,749 | $115.0 萬 | 0.36% | +10,970+24.0% | 加碼 |
| Signaturefd, LLC | 56,730 | $115.0 萬 | 0.03% | +833+1.5% | 加碼 |
| Massachusetts Wealth Management | 56,139 | $113.8 萬 | 1.09% | +789+1.4% | 加碼 |
| Western Standard LLC | 55,000 | $111.5 萬 | 0.97% | +55,000 | 新進 |
| Veriti Management LLC | 54,775 | $111.0 萬 | 0.12% | −398−0.7% | 減碼 |
| Simplex Trading, LLC | 54,545 | $110.5 萬 | 0.05% | +16,343+42.8% | 加碼 |
| Forum Financial Management, LP | 53,533 | $108.5 萬 | 0.02% | 00.0% | 不變 |
| CTF Capital Management, LP | 53,516 | $108.5 萬 | 0.58% | −135,084−71.6% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 52,901 | $107.2 萬 | 0.65% | −140.0% | 減碼 |