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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 2 季與 2024 年第 1 季比較

持有 UBS Group AG 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

UBS 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數5373554+20
股數13.8 億9,543 萬14.0 億+1.18 億 (+9.1%)
市值$423.4 億$29.3 億$413.2 億+$19.1 億 (+4.9%)

3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（76 家）

2024 年第 2 季季末持有 UBS Group AG、2024 年第 1 季季末沒有持有的機構。

2024 年第 2 季新進 UBS 的機構
機構股數市值佔組合 %
UBS Asset Management Americas Inc89,043,128$26.3 億0.75%
Viking Global Investors LP大師維京全球投資5,186,506$1.53 億0.59%
Optiver Holding B.V.2,467,461$7,289 萬1.41%
Caisse de Depot Et Placement du Quebec1,570,650$4,623 萬0.11%
J. Safra Sarasin Holding AG737,478$2,171 萬0.40%
Point72 Hong Kong Ltd173,599$512.8 萬0.31%
Sienna Gestion156,978$461.8 萬0.41%
Two Sigma Advisers, LP107,856$318.6 萬0.01%
D. E. Shaw & Co., Inc.99,610$294.2 萬0.00%
Systrade AG100,000$293.6 萬5.02%
Price T Rowe Associates Inc88,900$262.7 萬0.00%
Permanent Capital Management, LP69,327$234.5 萬0.49%
Investment House LLC64,818$191.5 萬0.11%
RSM US Wealth Management LLC58,449$174.9 萬0.03%
Himension Fund51,837$153.1 萬0.11%
Summit Global Investments47,732$141.0 萬0.10%
Campbell & CO Investment Adviser LLC42,518$125.6 萬0.11%
Balyasny Asset Management LLC41,238$121.8 萬0.00%
Kovitz Investment Group Partners, LLC35,448$104.8 萬0.01%
Trivant Custom Portfolio Group, LLC33,150$97.9 萬0.60%
Avantax Advisory Services, Inc.30,985$91.5 萬0.01%
Diversify Wealth Management, LLC29,382$82.2 萬0.10%
Sanctuary Advisors, LLC26,446$72.4 萬0.01%
Sciencast Management LP20,789$61.4 萬0.21%
XTX Topco Ltd16,212$47.9 萬0.04%
Thoroughbred Financial Services, LLC16,016$47.3 萬0.03%
Bridgewater Advisors Inc.14,477$43.7 萬0.05%
Centiva Capital, LP14,158$41.8 萬0.02%
Two Sigma Securities, LLC13,766$40.7 萬0.02%
Qsemble Capital Management, LP12,668$37.4 萬0.07%
Scientech Research LLC12,562$37.1 萬0.08%
Macquarie Group Ltd14,000$37.0 萬0.00%
Sax Wealth Advisors, LLC11,773$34.8 萬0.03%
Barometer Capital Management Inc.10,889$32.2 萬0.12%
GenTrust, LLC9,918$29.3 萬0.02%
Legacy Financial Advisors, Inc.9,256$27.3 萬0.05%
Engineers Gate Manager LP9,036$26.7 萬0.01%
Harbour Capital Advisors, LLC8,825$26.4 萬0.06%
Keybank National Association8,454$25.0 萬0.00%
Columbia Asset Management8,268$24.4 萬0.05%
Readystate Asset Management LP7,511$22.2 萬0.01%
Lighthouse Investment Partners, LLC7,440$22.0 萬0.01%
Resources Investment Advisors, LLC.7,323$21.6 萬0.00%
Westover Capital Advisors, LLC7,300$21.6 萬0.06%
Cromwell Holdings LLC7,242$21.4 萬0.13%
Angeles Investment Advisors, LLC7,175$21.2 萬0.01%
Chicago Trust Co NA6,797$20.1 萬0.04%
Point72 Asset Management, L.P.6,400$18.9 萬0.00%
State of Wyoming5,847$17.3 萬0.03%
Venturi Wealth Management, LLC4,096$12.1 萬0.01%
Hilltop National Bank2,573$7.60 萬0.02%
Advisory Services Network, LLC1,794$5.30 萬0.00%
Ashton Thomas Private Wealth, LLC1,706$5.04 萬0.00%
Nisa Investment Advisors, LLC1,400$4.14 萬0.00%
Addison Advisors LLC578$1.71 萬0.01%
Allspring Global Investments Holdings, LLC540$1.60 萬0.00%
Private Ocean, LLC367$1.08 萬0.00%
Coppell Advisory Solutions LLC271$8,0050.00%
Grove Bank & Trust210$6,2030.00%
Great Lakes Retirement, Inc.200$5,9080.00%
Thurston, Springer, Miller, Herd & Titak, Inc.184$5,4340.00%
ORG Partners LLC181$5,4190.00%
Westside Investment Management, Inc.179$5,2870.00%
Family Firm, Inc.153$4,5200.00%
Johnson Financial Group, Inc.139$4,1070.00%
McMahon Financial Advisors, LLC99$2,9240.00%
Richardson Capital Management LLC89$2,6290.00%
Colonial Trust Co80$2,3570.00%
Tyler-Stone Wealth Management66$1,9500.00%
Brown Financial Advisors54$1,5950.00%
Mendota Financial Group, LLC44$1,3000.00%
CoreCap Advisors, LLC41$1,2110.00%
Creekmur Asset Management LLC36$1,0630.00%
Highline Wealth Partners LLC34$1,0040.00%
Lynx Investment Advisory11$3250.00%
Tortoise Investment Management, LLC3$890.00%

清倉機構（56 家）

2024 年第 1 季季末持有 UBS Group AG、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 UBS 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Sumitomo Mitsui Trust Holdings, Inc.7,199,245$2.22 億
Azora Capital LP687,607$2,115 萬
Philadelphia Financial Management of San Francisco, LLC349,396$1,073 萬
Kite Lake Capital Management (UK) LLP310,227$955.2 萬
Susquehanna International Group Ltd.245,197$753.2 萬
PointState Capital LP237,382$729.2 萬
Walleye Trading LLC232,526$714.3 萬
Delta Global Management LP209,106$642.4 萬
Hiddenite Capital Partners LP180,000$553.0 萬
Marshall Wace, LLP156,423$481.8 萬
Metropolitan Life Insurance Co128,390$395.4 萬
GTS Securities LLC104,064$319.7 萬
SPX Equities Gestao de Recursos Ltda86,700$266.3 萬
Bridgeway Capital Management, LLC75,500$231.9 萬
Paragon Associates & Paragon Associates II Joint Venture75,000$230.4 萬
Schonfeld Strategic Advisors LLC58,892$180.9 萬
Parallax Volatility Advisers, L.P.58,397$179.4 萬
Y-Intercept (Hong Kong) Ltd56,924$174.9 萬
Lord, Abbett & Co. LLC56,100$172.6 萬
Aquatic Capital Management LLC54,800$168.3 萬
JBF Capital, Inc.52,500$160.5 萬
Nordwand Advisors, LLC46,513$142.9 萬
Group One Trading, L.P.45,965$141.2 萬
Connective Portfolio Management, LLC36,826$113.1 萬
IMC-Chicago, LLC23,300$71.6 萬
1832 Asset Management L.P.19,800$60.8 萬
Virtu Financial LLC19,475$59.8 萬
Alps Advisors Inc17,341$53.3 萬
Brown Advisory Inc13,671$42.0 萬
Caas Capital Management LP13,000$39.9 萬
JGP Global Gestao de Recursos Ltda.10,723$32.9 萬
Diligent Investors, LLC10,051$30.9 萬
Redhawk Wealth Advisors, Inc.9,967$30.6 萬
Beacon Pointe Advisors, LLC9,281$28.5 萬
Blueshift Asset Management, LLC9,164$28.2 萬
Genus Capital Management Inc.8,704$26.7 萬
Fullerton Fund Management Co Ltd.7,576$23.3 萬
Old National Bancorp7,318$22.5 萬
Axq Capital, LP6,900$21.2 萬
Granite Group Advisors, LLC6,543$20.1 萬
Simplex Trading, LLC3,480$10.6 萬
LMR Partners LLP2,000$6.15 萬
First Manhattan Co2,000$6.14 萬
Colonial Trust Advisors1,272$3.91 萬
Headlands Technologies LLC676$2.08 萬
Main Street Group, LTD437$1.34 萬
Sandy Spring Bank200$6,144
Copeland Capital Management, LLC171$5,253
Sofos Investments, Inc.132$4,056
Plante Moran Financial Advisors, LLC102$3,133
Bokf, NA100$3,048
Cherry Tree Wealth Management, LLC75$2,304
Kiely Wealth Advisory Group, Inc.75$2,058
Financial Synergies Wealth Advisors, Inc.57$1,752
Harbor Investment Advisory, LLC21$645
Semmax Financial Advisors Inc.8$238

尚未申報 2024 年第 2 季的機構（3 家）

2024 年第 1 季季末持有 UBS Group AG、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 UBS、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG95,397,206$29.3 億
Winning Points Advisors, LLC17,821$55.1 萬
Cipher Capital LP13,291$40.8 萬