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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。

2024 年第 1 季與 2023 年第 4 季比較

持有 UBS Group AG 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

UBS 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數5305537+12
股數13.4 億562.2 萬13.8 億+5,101 萬 (+3.8%)
市值$411.9 億$1.74 億$423.4 億+$13.2 億 (+3.2%)

5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（61 家）

2024 年第 1 季季末持有 UBS Group AG、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 UBS 的機構
機構股數市值佔組合 %
M&G Plc5,592,416$1.74 億1.04%
Liontrust Investment Partners LLP2,394,745$6,643 萬0.93%
Rovida Advisors Inc.300,000$922.9 萬3.21%
Walleye Capital LLC252,251$774.9 萬0.08%
Susquehanna International Group Ltd.245,197$753.2 萬1.78%
Walleye Trading LLC232,526$714.3 萬0.12%
Delta Global Management LP209,106$642.4 萬0.49%
Groupama Asset Managment146,256$450.4 萬0.08%
Quantbot Technologies LP140,576$431.8 萬0.24%
Exane Asset Management101,465$312.1 萬2.41%
AMJ Financial Wealth Management96,552$296.6 萬0.99%
SPX Equities Gestao de Recursos Ltda86,700$266.3 萬0.23%
Squarepoint Ops LLC84,688$260.2 萬0.01%
Timber Creek Capital Management LLC83,591$256.8 萬0.80%
Cloverfields Capital Group, LP73,531$225.9 萬0.76%
Schonfeld Strategic Advisors LLC58,892$180.9 萬0.01%
Bayesian Capital Management, LP42,400$130.3 萬0.12%
BTC Capital Management, Inc.36,186$111.2 萬0.10%
Diversify Advisory Services, LLC33,971$103.5 萬0.06%
Connable Office Inc30,659$94.2 萬0.11%
Personal Cfo Solutions, LLC29,524$90.7 萬0.14%
IMC-Chicago, LLC23,300$71.6 萬0.02%
Allianz SE17,760$54.7 萬0.02%
Callan Capital, LLC14,255$43.8 萬0.04%
Brown Advisory Inc13,671$42.0 萬0.00%
Cipher Capital LP13,291$40.8 萬0.19%
Mediolanum International Funds Ltd13,054$36.9 萬0.01%
Simplicity Wealth,LLC11,734$36.0 萬0.01%
JGP Global Gestao de Recursos Ltda.10,723$32.9 萬0.21%
Mission Wealth Management, LP9,408$28.9 萬0.01%
Blueshift Asset Management, LLC9,164$28.2 萬0.15%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9,005$27.7 萬0.01%
Pictet & Cie (Europe) SA8,709$26.8 萬0.01%
Genus Capital Management Inc.8,704$26.7 萬0.03%
AQR Capital Management LLC8,546$26.3 萬0.00%
Leuthold Group, LLC7,715$23.7 萬0.03%
Central Pacific Bank - Trust Division7,600$23.2 萬0.03%
Principal Street Partners, LLC7,131$21.2 萬0.04%
PEAK6 Investments LLC4,322$13.3 萬0.01%
Harbour Investments, Inc.2,327$7.15 萬0.00%
CIBC Private Wealth Group, LLC2,040$6.22 萬0.00%
Mather Group, LLC.1,661$5.13 萬0.00%
Opal Wealth Advisors, LLC1,362$4.18 萬0.01%
Continuum Advisory, LLC1,191$3.45 萬0.01%
McIlrath & Eck, LLC871$2.68 萬0.00%
Rise Advisors, LLC710$2.18 萬0.01%
Headlands Technologies LLC676$2.08 萬0.00%
Cape Investment Advisory, Inc.524$1.61 萬0.01%
Redmont Wealth Advisors LLC475$1.46 萬0.02%
Hanson & Doremus Investment Management432$1.30 萬0.00%
Smartleaf Asset Management LLC392$1.23 萬0.00%
Salem Investment Counselors Inc314$9,6470.00%
WR Wealth Planners, LLC297$9,1240.00%
Sandy Spring Bank200$6,1440.00%
Pacific Capital Wealth Advisors, Inc167$5,1300.00%
Plante Moran Financial Advisors, LLC102$3,1330.00%
First Financial Corp97$2,9780.00%
Cherry Tree Wealth Management, LLC75$2,3040.00%
Kiely Wealth Advisory Group, Inc.75$2,0580.00%
AdvisorNet Financial, Inc47$1,4440.00%
Harbor Investment Advisory, LLC21$6450.00%

清倉機構（49 家）

2023 年第 4 季季末持有 UBS Group AG、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 UBS 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Causeway Capital Management LLC4,809,753$1.49 億
Duquesne Family Office LLC大師杜肯家族辦公室2,414,735$7,489 萬
Coatue Management LLC大師Coatue1,778,323$5,495 萬
Pinnbrook Capital Management LP216,435$668.8 萬
Balyasny Asset Management LLC212,246$655.8 萬
D. E. Shaw & Co., Inc.170,391$526.5 萬
Power Corp of Canada152,967$473.4 萬
Calamos Advisors LLC149,425$461.7 萬
Connectus Wealth, LLC113,680$351.5 萬
Banco BTG Pactual S.A.85,000$262.7 萬
Ativo Capital Management LLC41,759$129.0 萬
FJ Investments, LLC39,955$123.5 萬
Cetera Advisor Networks LLC35,898$110.9 萬
Two Sigma Securities, LLC23,700$73.2 萬
Cutler Group LP19,769$61.0 萬
Centiva Capital, LP17,413$53.8 萬
united american securities inc. (d/b/a uas asset management)15,000$46.4 萬
AE Wealth Management LLC15,354$45.9 萬
Achmea Investment Management B.V.14,434$44.7 萬
XTX Topco Ltd12,783$39.5 萬
Thornburg Investment Management Inc11,365$35.1 萬
Jaffetilchin Investment Partners, LLC11,104$34.3 萬
Cetera Advisors LLC10,946$33.8 萬
Select Asset Management & Trust10,750$33.2 萬
American Trust9,217$28.5 萬
Victory Capital Management Inc8,914$27.5 萬
Balentine LLC8,127$25.1 萬
Caption Management, LLC7,700$23.8 萬
Sapient Capital LLC7,613$23.5 萬
Monticello Wealth Management, LLC7,268$22.5 萬
Lincoln National Corp6,927$21.4 萬
Prime Capital Investment Advisors, LLC6,905$21.3 萬
HighPoint Advisor Group LLC6,501$20.5 萬
Grayhawk Investment Strategies Inc.5,571$14.5 萬
LM Advisors LLC4,244$13.1 萬
Advisory Services Network, LLC3,472$10.7 萬
O'Dell Group, LLC2,356$7.28 萬
Naples Money Management LLC1,646$5.09 萬
Acima Private Wealth, LLC1,378$4.26 萬
Resurgent Financial Advisors LLC1,048$3.24 萬
BOK Financial Private Wealth, Inc.904$2.79 萬
Asset Dedication, LLC289$9,000
Bourgeon Capital Management LLC101$3,121
Tradition Wealth Management, LLC103$3,000
Fairfield, Bush & Co.50$1,545
Focused Wealth Management, Inc46$1,421
Carolinas Wealth Consulting LLC32$982
Wolff Wiese Magana LLC4$124
FNY Investment Advisers, LLC1$0

尚未申報 2024 年第 1 季的機構（5 家）

2023 年第 4 季季末持有 UBS Group AG、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 UBS、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
M&G Investment Management Ltd5,581,422$1.73 億
DFPG Investments, LLC30,015$87.9 萬
Sawtooth Solutions, LLC9,612$29.7 萬
Nalls Sherbakoff Group, LLC400$1.24 萬
Coppell Advisory Solutions LLC271$8,374