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。
2024 年第 1 季 13F 持有人
UBS Group AG 在 2024/3/31 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
- 537
- 較 2023 年第 4 季 +12 家
- 持有股數
- 13.8 億
- 較 2023 年第 4 季 +5,101 萬 (+3.8%)
- 總市值
- $423.4 億
- 較 2023 年第 4 季 +$13.2 億 (+3.2%)
- 新進機構
- 61
- 另有 206 家加碼
- 清倉機構
- 49
- 另有 188 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WCM Investment Management, LLC | 5,310,064 | $1.63 億 | 0.39% | +674,394+14.5% | 加碼 |
| M&G Plc | 5,592,416 | $1.74 億 | 1.04% | +5,592,416 | 新進 |
| ARGA Investment Management, LP | 6,130,386 | $1.89 億 | 6.32% | +158,939+2.7% | 加碼 |
| FIL Ltd | 6,260,405 | $1.93 億 | 0.19% | +1,367,052+27.9% | 加碼 |
| Russell Investments Group, Ltd. | 6,469,098 | $1.99 億 | 0.31% | −64,147−1.0% | 減碼 |
| Wellington Management Group LLP | 6,905,185 | $2.13 億 | 0.04% | −1,702,747−19.8% | 減碼 |
| Banque Cantonale Vaudoise | 7,155,610 | $2.20 億 | 8.63% | +1,097,599+18.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,199,245 | $2.22 億 | 0.15% | +14,492+0.2% | 加碼 |
| Royal London Asset Management Ltd | 7,642,996 | $2.35 億 | 0.59% | +802,817+11.7% | 加碼 |
| Royal Bank of Canada | 7,650,686 | $2.35 億 | 0.06% | +71,980+0.9% | 加碼 |
| Canada Pension Plan Investment Board | 7,786,916 | $2.40 億 | 0.25% | +1,490,235+23.7% | 加碼 |
| Acadian Asset Management LLC | 8,130,150 | $2.50 億 | 0.87% | +3,421,396+72.7% | 加碼 |
| Bank of New York Mellon Corp | 9,487,836 | $2.91 億 | 0.06% | −521,923−5.2% | 減碼 |
| Bank of Montreal | 9,833,636 | $3.08 億 | 0.16% | +6,549,503+199.4% | 加碼 |
| Citigroup Inc | 10,453,764 | $3.21 億 | 0.35% | +2,131,939+25.6% | 加碼 |
| Bank of America Corp | 10,529,350 | $3.23 億 | 0.03% | −539,665−4.9% | 減碼 |
| Morgan Stanley | 11,511,896 | $3.54 億 | 0.03% | −700,867−5.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,259,738 | $4.08 億 | 0.46% | −93,124−0.7% | 減碼 |
| Nuveen Asset Management, LLC | 14,318,983 | $4.41 億 | 0.13% | +2,227,442+18.4% | 加碼 |
| Vontobel Holding Ltd. | 14,737,819 | $4.53 億 | 3.63% | +4,962,455+50.8% | 加碼 |
| Amundi | 19,370,840 | $5.45 億 | 0.23% | +1,972,893+11.3% | 加碼 |
| Goldman Sachs Group Inc | 24,214,610 | $7.44 億 | 0.16% | −13,469,489−35.7% | 減碼 |
| Pzena Investment Management LLC | 29,670,539 | $8.23 億 | 2.83% | −474,574−1.6% | 減碼 |
| Deutsche Bank AG | 27,441,823 | $8.43 億 | 0.39% | +692,801+2.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 28,558,110 | $8.78 億 | 0.81% | +12,627,475+79.3% | 加碼 |
| Pictet Asset Management Holding SA | 31,151,185 | $9.59 億 | 1.04% | +673,543+2.2% | 加碼 |
| Capital World Investors | 38,207,664 | $11.8 億 | 0.19% | +1,147,836+3.1% | 加碼 |
| JPMorgan Chase & Co | 41,856,670 | $12.9 億 | 0.11% | +24,705,876+144.1% | 加碼 |
| Cevian Capital II GP LTD | 43,787,401 | $13.5 億 | 38.78% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,551,715 | $15.0 億 | 5.24% | +2,602,616+5.7% | 加碼 |
| FMR LLC | 63,355,587 | $19.5 億 | 0.13% | +2,816,224+4.7% | 加碼 |
| Dodge & Cox | 75,422,942 | $23.2 億 | 1.35% | −16,909,009−18.3% | 減碼 |
| Credit Suisse AG | 95,397,206 | $29.3 億 | 2.85% | +3,738,309+4.1% | 加碼 |
| Massachusetts Financial Services Co | 100,560,956 | $30.9 億 | 0.92% | −1,088,616−1.1% | 減碼 |
| Vanguard Group Inc | 115,529,381 | $35.5 億 | 0.07% | +1,546,632+1.4% | 加碼 |
| UBS Group AG | 140,729,533 | $43.2 億 | 1.43% | +5,446,271+4.0% | 加碼 |
| Norges Bank | 166,027,298 | $51.1 億 | 0.81% | +4,761,152+3.0% | 加碼 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −4,809,753−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −2,414,735−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −1,778,323−100.0% | 清倉 |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −216,435−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −212,246−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −170,391−100.0% | 清倉 |
| Power Corp of Canada | 0 | $0 | 0.00% | −152,967−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −149,425−100.0% | 清倉 |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −113,680−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −85,000−100.0% | 清倉 |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −41,759−100.0% | 清倉 |
| FJ Investments, LLC | 0 | $0 | 0.00% | −39,955−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −35,898−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −23,700−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −19,769−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,413−100.0% | 清倉 |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −15,354−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −14,434−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,783−100.0% | 清倉 |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −11,365−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −11,104−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,946−100.0% | 清倉 |
| Select Asset Management & Trust | 0 | $0 | 0.00% | −10,750−100.0% | 清倉 |
| American Trust | 0 | $0 | 0.00% | −9,217−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −8,914−100.0% | 清倉 |
| Balentine LLC | 0 | $0 | 0.00% | −8,127−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,700−100.0% | 清倉 |
| Sapient Capital LLC | 0 | $0 | 0.00% | −7,613−100.0% | 清倉 |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −7,268−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −6,927−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −6,905−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −6,501−100.0% | 清倉 |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −5,571−100.0% | 清倉 |
| LM Advisors LLC | 0 | $0 | 0.00% | −4,244−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,472−100.0% | 清倉 |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −2,356−100.0% | 清倉 |
| Naples Money Management LLC | 0 | $0 | 0.00% | −1,646−100.0% | 清倉 |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −1,378−100.0% | 清倉 |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,048−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −904−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −289−100.0% | 清倉 |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| M&G Investment Management Ltd | – | – | – | – | 本季未申報 |
| DFPG Investments, LLC | – | – | – | – | 本季未申報 |
| Sawtooth Solutions, LLC | – | – | – | – | 本季未申報 |
| Nalls Sherbakoff Group, LLC | – | – | – | – | 本季未申報 |
| Coppell Advisory Solutions LLC | – | – | – | – | 本季未申報 |