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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 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 3 季與 2023 年第 2 季比較

持有 UBS Group AG 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

UBS 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數4592487+30
股數12.7 億2,780 萬12.8 億+4,244 萬 (+3.4%)
市值$256.8 億$5.62 億$316.8 億+$65.6 億 (+26.1%)

2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(74 家)

2023 年第 3 季季末持有 UBS Group AG、2023 年第 2 季季末沒有持有的機構。

2023 年第 3 季新進 UBS 的機構
機構股數市值佔組合 %
Pictet Asset Management Holding SA28,508,436$7.07 億0.87%
Arrowstreet Capital, Limited Partnership5,991,557$1.48 億0.18%
Alyeska Investment Group, L.P.722,048$1,780 萬0.12%
Locust Wood Capital Advisers, LLC683,929$1,686 萬0.80%
Philadelphia Financial Management of San Francisco, LLC508,970$1,255 萬3.64%
Baader Bank INC525,000$1,191 萬1.08%
Rockefeller Capital Management L.P.422,780$1,042 萬0.04%
QRG Capital Management, Inc.416,991$1,028 萬0.18%
Jefferies Financial Group Inc.279,661$692.9 萬0.17%
Calamos Advisors LLC176,125$434.1 萬0.02%
Fullerton Fund Management Co Ltd.138,304$313.8 萬0.22%
Point Break Capital Management, LLC121,900$300.5 萬3.96%
Quantbot Technologies LP104,942$258.7 萬0.17%
Transatlantique Private Wealth LLC87,351$217.4 萬1.16%
Gendell Jeffrey L75,000$184.9 萬0.11%
Altman Advisors, Inc.68,482$168.8 萬1.05%
Pinnbrook Capital Management LP56,535$139.4 萬0.92%
Capital International Sarl49,663$123.1 萬0.06%
Syon Capital LLC45,675$112.6 萬0.14%
Envestnet Portfolio Solutions, Inc.37,532$92.5 萬0.00%
Connective Portfolio Management, LLC36,026$88.8 萬2.70%
Vident Advisory, LLC34,846$85.9 萬0.03%
First Republic Investment Management, Inc.30,194$74.4 萬0.00%
DFPG Investments, LLC28,337$69.5 萬0.06%
Axxcess Wealth Management, LLC21,670$53.4 萬0.02%
Syntal Capital Partners, LLC20,887$51.5 萬0.40%
NBC Securities, Inc.15,233$37.5 萬0.04%
Klingenstein Fields & Co LP14,930$36.8 萬0.02%
Fiera Capital Corp14,248$35.1 萬0.00%
Davenport & Co LLC14,175$34.9 萬0.00%
Qsemble Capital Management, LP12,200$30.1 萬0.06%
Great Lakes Advisors, LLC12,190$30.0 萬0.00%
Pinnacle Wealth Planning Services, Inc.11,699$28.8 萬0.05%
Capricorn Fund Managers Ltd11,338$27.9 萬0.10%
Susquehanna International Group Ltd.11,234$27.7 萬0.07%
Atomi Financial Group, Inc.10,749$26.5 萬0.09%
JGP Global Gestao de Recursos Ltda.10,723$26.4 萬0.17%
D'Orazio & Associates, Inc.10,684$26.3 萬0.06%
Redhawk Wealth Advisors, Inc.10,267$25.3 萬0.08%
Werba Rubin Papier Wealth Management10,230$25.2 萬0.09%
Calamos Wealth Management LLC10,148$25.0 萬0.02%
Drive Wealth Management, LLC9,873$24.3 萬0.09%
International Assets Investment Management, LLC9,992$24.3 萬0.03%
Claro Advisors LLC9,768$24.1 萬0.06%
Optas, LLC9,754$24.0 萬0.08%
Blair William & Co9,682$23.9 萬0.00%
Jaffetilchin Investment Partners, LLC9,653$23.8 萬0.03%
CAPROCK Group, Inc.9,435$23.3 萬0.02%
Beacon Pointe Advisors, LLC9,376$23.1 萬0.00%
Commerce Bank9,111$22.5 萬0.00%
Pitcairn Co9,056$22.3 萬0.02%
Keel Point, LLC8,944$22.0 萬0.03%
We Are One Seven, LLC8,943$22.0 萬0.02%
RMR Wealth Builders8,898$21.9 萬0.04%
Aprio Wealth Management, LLC8,874$21.9 萬0.06%
Engineers Gate Manager LP8,786$21.7 萬0.01%
Five Oceans Advisors8,771$21.6 萬0.14%
Cozad Asset Management Inc8,718$21.5 萬0.03%
Cyndeo Wealth Partners, LLC8,390$20.7 萬0.02%
Savant Capital, LLC8,332$20.5 萬0.00%
Jump Financial, LLC8,242$20.3 萬0.01%
Balentine LLC8,141$20.1 萬0.01%
SG Americas Securities, LLC5,199$12.8 萬0.00%
State of Wyoming3,343$8.24 萬0.02%
Washington Trust Co1,952$4.81 萬0.00%
Householder Group Estate & Retirement Specialist, LLC858$2.12 萬0.01%
Jones Financial Companies LLLP821$2.02 萬0.00%
Steward Financial Group LLC214$5,0000.00%
Oliver Lagore Vanvalin Investment Group180$4,4370.00%
Federated Hermes, Inc.142$3,5000.00%
Sunbelt Securities, Inc.120$2,9580.00%
Provenance Wealth Advisors, LLC119$2,9330.00%
Bourgeon Capital Management LLC59$1,4550.00%
Semmax Financial Advisors Inc.8$1930.00%

清倉機構(44 家)

2023 年第 2 季季末持有 UBS Group AG、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 UBS 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Discovery Capital Management, LLC2,814,800$5,691 萬
Qube Research & Technologies Ltd854,338$1,732 萬
Perpetual Ltd664,419$1,342 萬
Moore Capital Management, LP515,000$1,044 萬
Advanced Portfolio Management, LLC275,000$557.4 萬
Murchinson Ltd.253,875$514.6 萬
LMR Partners LLP163,177$330.8 萬
Lord, Abbett & Co. LLC150,013$303.3 萬
Scoggin Management LP125,000$253.4 萬
Duality Advisers, LP69,264$140.4 萬
MYDA Advisors LLC64,000$129.7 萬
Western Standard LLC55,000$111.5 萬
CTF Capital Management, LP53,516$108.5 萬
Vestmark Advisory Solutions, Inc.38,353$77.7 萬
Lingohr & Partner Asset Management GmbH31,668$64.0 萬
Vident Investment Advisory, LLC30,767$62.4 萬
XTX Topco Ltd27,027$54.8 萬
Deuterium Capital Management, LLC26,180$47.4 萬
Aquatic Capital Management LLC23,100$46.8 萬
Y-Intercept (Hong Kong) Ltd20,517$41.6 萬
Angeles Wealth Management, LLC19,025$38.6 萬
Amia Capital LLP20,000$36.2 萬
Clear Street Markets LLC16,769$33.9 萬
Marathon Trading Investment Management LLC13,429$27.2 萬
Soltis Investment Advisors LLC13,290$26.9 萬
Lido Advisors, LLC12,439$25.2 萬
Hudson Bay Capital Management LP12,222$24.8 萬
Guggenheim Capital LLC12,182$24.7 萬
Capital Wealth Planning, LLC11,471$23.3 萬
Walleye Trading LLC9,397$19.0 萬
O'Dell Group, LLC2,356$4.78 萬
Twin Tree Management, LP1,684$3.41 萬
AdvisorNet Financial, Inc994$2.01 萬
Bollard Group LLC463$9,000
Fiduciary Alliance LLC334$6,770
Coppell Advisory Solutions LLC271$5,425
Ancora Advisors, LLC100$2,027
CVA Family Office, LLC51$1,034
Fairfield, Bush & Co.50$1,014
TD Ameritrade Investment Management, LLC71$1,000
Motco29$588
WealthPLAN Partners, LLC17$345
PSI Advisors, LLC11$223
Sofos Investments, Inc.20–

尚未申報 2023 年第 3 季的機構(2 家)

2023 年第 2 季季末持有 UBS Group AG、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 UBS、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA27,778,145$5.62 億
Aj Wealth Strategies, LLC26,275$53.3 萬