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 4 季 13F 持有人
UBS Group AG 在 2023/12/31 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
- 530
- 較 2023 年第 3 季 +54 家
- 持有股數
- 13.4 億
- 較 2023 年第 3 季 +5,421 萬 (+4.2%)
- 總市值
- $411.9 億
- 較 2023 年第 3 季 +$95.2 億 (+30.1%)
- 新進機構
- 101
- 另有 181 家加碼
- 清倉機構
- 47
- 另有 172 家減碼
另有 11 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 6,296,681 | $1.95 億 | 0.25% | +3,107,761+97.5% | 加碼 |
| Russell Investments Group, Ltd. | 6,533,245 | $2.03 億 | 0.36% | −233,794−3.5% | 減碼 |
| Royal London Asset Management Ltd | 6,840,179 | $2.11 億 | 0.60% | −7,650−0.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,184,753 | $2.23 億 | 0.17% | −51,664−0.7% | 減碼 |
| Royal Bank of Canada | 7,578,706 | $2.34 億 | 0.06% | +132,829+1.8% | 加碼 |
| Citigroup Inc | 8,321,825 | $2.58 億 | 0.34% | +1,765,061+26.9% | 加碼 |
| Wellington Management Group LLP | 8,607,932 | $2.67 億 | 0.05% | −2,857,802−24.9% | 減碼 |
| Vontobel Holding Ltd. | 9,775,364 | $3.03 億 | 2.54% | −1,431,986−12.8% | 減碼 |
| Bank of New York Mellon Corp | 10,009,759 | $3.09 億 | 0.06% | +2,988,366+42.6% | 加碼 |
| Bank of America Corp | 11,069,015 | $3.42 億 | 0.04% | −11,997,245−52.0% | 減碼 |
| Nuveen Asset Management, LLC | 12,091,541 | $3.75 億 | 0.12% | +11,736,501+3,305.7% | 加碼 |
| Morgan Stanley | 12,212,763 | $3.77 億 | 0.03% | +1,043,860+9.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,352,862 | $4.14 億 | 0.55% | +659,025+5.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 15,930,635 | $4.94 億 | 0.52% | +9,939,078+165.9% | 加碼 |
| Amundi | 17,397,947 | $5.17 億 | 0.23% | −7,738,795−30.8% | 減碼 |
| JPMorgan Chase & Co | 17,150,794 | $5.30 億 | 0.05% | −5,183,370−23.2% | 減碼 |
| Pzena Investment Management LLC | 30,145,113 | $7.87 億 | 2.96% | +24,027,505+392.8% | 加碼 |
| Deutsche Bank AG | 26,749,022 | $8.27 億 | 0.42% | +9,891,390+58.7% | 加碼 |
| Pictet Asset Management Holding SA | 30,477,642 | $9.45 億 | 1.04% | +1,969,206+6.9% | 加碼 |
| Capital World Investors | 37,059,828 | $11.5 億 | 0.20% | +3,523,105+10.5% | 加碼 |
| Goldman Sachs Group Inc | 37,684,099 | $11.6 億 | 0.26% | −10,879,445−22.4% | 減碼 |
| Cevian Capital II GP LTD | 43,787,401 | $13.5 億 | 33.83% | +43,787,401 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,949,099 | $14.2 億 | 5.45% | +3,840,395+9.1% | 加碼 |
| FMR LLC | 60,539,363 | $18.8 億 | 0.14% | +9,106,640+17.7% | 加碼 |
| Credit Suisse AG | 91,658,897 | $28.3 億 | 2.76% | +2,163,493+2.4% | 加碼 |
| Dodge & Cox | 92,331,951 | $28.6 億 | 1.82% | −44,571,466−32.6% | 減碼 |
| Massachusetts Financial Services Co | 101,649,572 | $31.4 億 | 1.02% | −7,226,704−6.6% | 減碼 |
| Vanguard Group Inc | 113,982,749 | $35.2 億 | 0.08% | +7,249,527+6.8% | 加碼 |
| UBS Group AG | 135,283,262 | $41.8 億 | 1.68% | +22,457,366+19.9% | 加碼 |
| Norges Bank | 161,266,146 | $50.0 億 | 0.87% | −16,126,064−9.1% | 減碼 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,062,208−100.0% | 清倉 |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −757,000−100.0% | 清倉 |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −806,000−100.0% | 清倉 |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −683,929−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −527,809−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −508,965−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −362,602−100.0% | 清倉 |
| Exor Capital LLP | 0 | $0 | 0.00% | −288,000−100.0% | 清倉 |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −288,156−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −268,532−100.0% | 清倉 |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −123,647−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −104,942−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −72,797−100.0% | 清倉 |
| Adams Wealth Management | 0 | $0 | 0.00% | −57,787−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −50,540−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −42,967−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −32,050−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −31,464−100.0% | 清倉 |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −23,647−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −21,670−100.0% | 清倉 |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −20,887−100.0% | 清倉 |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −15,063−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,609−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −11,338−100.0% | 清倉 |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −11,234−100.0% | 清倉 |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −10,723−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −10,249−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −9,992−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,786−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −8,332−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,242−100.0% | 清倉 |
| Continental Advisors LLC | 0 | $0 | 0.00% | −8,163−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,199−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −3,343−100.0% | 清倉 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,340−100.0% | 清倉 |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −615−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −552−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −462−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Odey Asset Management LLP | – | – | – | – | 本季未申報 |
| KCS Wealth Advisory | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| BTC Capital Management, Inc. | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Springhouse Capital Management, LP | – | – | – | – | 本季未申報 |
| Colony Group LLC | – | – | – | – | 本季未申報 |
| Comerica Securities,inc. | – | – | – | – | 本季未申報 |
| Column Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |