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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 767 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 4 季與 2023 年第 3 季比較

持有 UBS Group AG 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

UBS 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數48711530+54
股數12.8 億57.1 萬13.4 億+5,421 萬 (+4.2%)
市值$316.8 億$1,408 萬$411.9 億+$95.2 億 (+30.1%)

11 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(101 家)

2023 年第 4 季季末持有 UBS Group AG、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 101 家。

2023 年第 4 季新進 UBS 的機構
機構股數市值佔組合 %
Cevian Capital II GP LTD43,787,401$13.5 億33.83%
Coatue Management LLC大師Coatue1,778,323$5,495 萬0.23%
Toronto Dominion Bank1,401,941$4,332 萬0.06%
Marshall Wace, LLP1,364,689$4,227 萬0.08%
1832 Asset Management L.P.579,311$1,790 萬0.03%
Promethos Capital, LLC433,493$1,341 萬9.72%
Bank Julius Baer & Co. Ltd, Zurich315,451$953.0 萬0.04%
Moran Wealth Management, LLC284,159$878.1 萬0.31%
Balyasny Asset Management LLC212,246$655.8 萬0.02%
Pathstone Holdings, LLC190,299$588.8 萬0.03%
Marex Group plc152,425$472.8 萬0.19%
AMF Pensionsforsakring AB148,786$461.4 萬0.04%
RPg Family Wealth Advisory, LLC132,428$409.2 萬1.51%
GTS Securities LLC105,214$325.1 萬0.07%
Helios Capital Management Pte. Ltd98,224$304.7 萬2.41%
Aquatic Capital Management LLC90,500$279.6 萬0.07%
Banco BTG Pactual S.A.85,000$262.7 萬0.60%
Y-Intercept (Hong Kong) Ltd78,746$243.3 萬0.23%
Equitable Trust Co77,026$238.0 萬0.18%
Lord, Abbett & Co. LLC55,221$171.4 萬0.01%
Seven Eight Capital, LP49,181$152.0 萬0.18%
U S Global Investors Inc48,500$149.9 萬0.10%
FJ Investments, LLC39,955$123.5 萬0.06%
AdvisorShares Investments LLC34,703$107.2 萬0.25%
Inspire Trust Co, N.A.26,637$82.3 萬0.85%
United Capital Financial Advisers, LLC26,084$80.6 萬0.01%
Two Sigma Securities, LLC23,700$73.2 萬0.03%
Alps Advisors Inc18,230$56.3 萬0.00%
Centiva Capital, LP17,413$53.8 萬0.03%
Stamos Capital Partners, L.P.17,100$52.8 萬0.14%
FDx Advisors, Inc.16,599$51.3 萬0.04%
SYSTM Wealth Solutions LLC15,626$48.3 萬0.07%
Dakota Wealth Management15,273$47.2 萬0.02%
united american securities inc. (d/b/a uas asset management)15,000$46.4 萬0.12%
Axq Capital, LP14,700$45.4 萬0.12%
Virtu Financial LLC14,376$44.4 萬0.04%
Colony Group, LLC14,163$43.8 萬0.01%
Graham Capital Management, L.P.13,361$41.3 萬0.01%
Sivia Capital Partners, LLC13,070$40.4 萬0.31%
Coldstream Capital Management Inc13,046$40.3 萬0.01%
Caas Capital Management LP13,000$40.2 萬0.38%
XTX Topco Ltd12,783$39.5 萬0.09%
U.S. Capital Wealth Advisors, LLC11,705$36.2 萬0.01%
Cetera Advisors LLC10,946$33.8 萬0.00%
Fox Run Management, L.L.C.10,886$33.6 萬0.09%
Mesirow Financial Investment Management, Inc.10,484$32.4 萬0.01%
Sowell Financial Services LLC10,115$31.3 萬0.02%
D.A. Davidson & Co.9,803$30.3 萬0.00%
Principal Securities, Inc.9,801$30.3 萬0.01%
Financial Advocates Investment Management9,356$28.9 萬0.02%
Wiley Bros.-Aintree Capital, LLC9,453$28.8 萬0.07%
American Trust9,217$28.5 萬0.02%
Thrivent Financial for Lutherans9,084$28.1 萬0.00%
Guggenheim Capital LLC8,627$26.7 萬0.00%
Fiduciary Trust Co8,074$24.9 萬0.00%
Hilltop Holdings Inc.7,998$24.8 萬0.03%
First City Capital Management, Inc.8,029$24.8 萬0.14%
OneAscent Financial Services LLC8,005$24.7 萬0.03%
Advisor OS, LLC7,703$23.8 萬0.03%
Caption Management, LLC7,700$23.8 萬0.03%
Sapient Capital LLC7,613$23.5 萬0.01%
GeoWealth Management, LLC7,393$22.9 萬0.02%
Monticello Wealth Management, LLC7,268$22.5 萬0.02%
Wedmont Private Capital7,295$22.1 萬0.02%
Seven Mile Advisory7,072$21.9 萬0.19%
Sage Mountain Advisors LLC7,038$21.7 萬0.03%
Lincoln National Corp6,927$21.4 萬0.00%
Prime Capital Investment Advisors, LLC6,905$21.3 萬0.00%
Wedbush Securities Inc6,753$20.9 萬0.01%
Empower Advisory Group, LLC6,735$20.8 萬0.00%
Traveka Wealth, LLC6,696$20.7 萬0.10%
HighPoint Advisor Group LLC6,501$20.5 萬0.01%
Granite Group Advisors, LLC6,543$20.3 萬0.14%
Park National Corp6,555$20.3 萬0.01%
Knights of Columbus Asset Advisors LLC5,020$15.5 萬0.01%
Grayhawk Investment Strategies Inc.5,571$14.5 萬0.07%
SRS Capital Advisors, Inc.4,322$13.4 萬0.01%
LM Advisors LLC4,244$13.1 萬0.03%
Bruce G. Allen Investments, LLC4,175$12.9 萬0.12%
Advisory Services Network, LLC3,472$10.7 萬0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,638$8.19 萬0.04%
Rothschild Investment LLC2,359$7.29 萬0.01%
O'Dell Group, LLC2,356$7.28 萬0.02%
LMR Partners LLP2,000$6.21 萬0.00%
Naples Money Management LLC1,646$5.09 萬0.05%
GAMMA Investing LLC658$1.97 萬0.01%
Frazier Financial Advisors, LLC462$1.43 萬0.01%
Baldwin Brothers Inc413$1.28 萬0.00%
Coppell Advisory Solutions LLC271$8,3740.00%
Arlington Trust Co LLC235$7,2620.00%
WealthCollab, LLC182$5,6240.00%
CVA Family Office, LLC138$4,2640.00%
DecisionPoint Financial, LLC136$4,2030.00%
Wetzel Investment Advisors, Inc.126$4,0000.00%
Brown Brothers Harriman & Co117$3,6150.00%
Rakuten Securities, Inc.100$3,0900.00%
Fortitude Family Office, LLC74$2,2870.00%
Fairfield, Bush & Co.50$1,5450.00%
Larson Financial Group LLC26$8030.00%
Main Street Group, LTD0$170.00%

清倉機構(47 家)

2023 年第 3 季季末持有 UBS Group AG、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 UBS 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
State of Wisconsin Investment Board1,062,208$2,635 萬
Columbus Hill Capital Management, L.P.757,000$1,876 萬
Verde Servicos Internacionais S.A.806,000$1,829 萬
Locust Wood Capital Advisers, LLC683,929$1,686 萬
Susquehanna Fundamental Investments, LLC527,809$1,301 萬
Optiver Holding B.V.508,965$1,255 萬
Voloridge Investment Management, LLC362,602$893.8 萬
Exor Capital LLP288,000$713.9 萬
SPX Equities Gestao de Recursos Ltda288,156$710.3 萬
Artemis Investment Management LLP268,532$665.7 萬
Monaco Asset Management SAM123,647$306.2 萬
Quantbot Technologies LP104,942$258.7 萬
Boston Partners72,797$179.4 萬
Adams Wealth Management57,787$142.4 萬
PEAK6 Investments LLC50,540$124.6 萬
Walleye Capital LLC42,967$105.9 萬
Horizon Investments, LLC32,050$79.0 萬
PDT Partners, LLC31,464$77.6 萬
Genus Capital Management Inc.23,647$58.3 萬
K2 Principal Fund, L.P.22,000$54.2 萬
Axxcess Wealth Management, LLC21,670$53.4 萬
Syntal Capital Partners, LLC20,887$51.5 萬
Waycross Partners, LLC16,500$40.7 萬
Fisher Asset Management, LLC15,063$37.1 萬
Blueshift Asset Management, LLC13,609$33.5 萬
Qsemble Capital Management, LP12,200$30.1 萬
Capricorn Fund Managers Ltd11,338$27.9 萬
Susquehanna International Group Ltd.11,234$27.7 萬
JGP Global Gestao de Recursos Ltda.10,723$26.4 萬
CSS LLC10,249$25.3 萬
International Assets Investment Management, LLC9,992$24.3 萬
Engineers Gate Manager LP8,786$21.7 萬
Savant Capital, LLC8,332$20.5 萬
Jump Financial, LLC8,242$20.3 萬
Continental Advisors LLC8,163$20.1 萬
SG Americas Securities, LLC5,199$12.8 萬
State of Wyoming3,343$8.24 萬
Thomas J. Herzfeld Advisors, Inc.2,000$4.93 萬
Cary Street Partner Investment Advisory LLC1,340$3.30 萬
Silicon Valley Capital Partners615$1.52 萬
Earnest Partners LLC552$1.25 萬
WR Wealth Planners, LLC462$1.14 萬
ORG Partners LLC85$2,095
Performa Ltd (US), LLC75$1,849
Northwest Investment Counselors, LLC65$1,602
Hartford Financial Management Inc.44$1,085
Stephens Consulting, LLC3$74

尚未申報 2023 年第 4 季的機構(11 家)

2023 年第 3 季季末持有 UBS Group AG、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 UBS、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Odey Asset Management LLP212,488$523.8 萬
KCS Wealth Advisory102,956$253.8 萬
Pathstone Family Office, LLC94,977$235.2 萬
BTC Capital Management, Inc.42,871$105.7 萬
Advisor Partners II, LLC41,995$103.5 萬
First Republic Investment Management, Inc.30,194$74.4 萬
Springhouse Capital Management, LP20,500$50.5 萬
Colony Group LLC14,520$35.8 萬
Comerica Securities,inc.9,847$24.3 萬
Column Capital Advisors, LLC282$6,951
Steward Financial Group LLC214$5,000