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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 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 3 季與 2024 年第 2 季比較

持有 UBS Group AG 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

UBS 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數5545550+1
股數14.0 億385.5 萬13.8 億−1,638 萬 (−1.2%)
市值$413.2 億$1.14 億$425.8 億+$13.7 億 (+3.3%)

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

新進機構（57 家）

2024 年第 3 季季末持有 UBS Group AG、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 UBS 的機構
機構股數市值佔組合 %
BlackRock, Inc.3,877,716$1.20 億0.00%
Public Employees Retirement System of Ohio2,247,230$6,944 萬0.30%
Antipodes Partners Ltd1,864,442$5,760 萬2.00%
Fisher Asset Management, LLC772,707$2,388 萬0.01%
Qube Research & Technologies Ltd635,423$1,964 萬0.04%
Susquehanna International Group Ltd.220,460$681.4 萬1.44%
Andra AP-fonden166,029$432.7 萬0.06%
International Assets Investment Management, LLC98,850$319.8 萬0.01%
Plato Investment Management Ltd103,270$318.8 萬0.26%
Nomura Holdings Inc100,025$309.2 萬0.02%
Parallax Volatility Advisers, L.P.56,887$175.8 萬0.05%
Schonfeld Strategic Advisors LLC56,701$175.3 萬0.01%
Dynamic Technology Lab Private Ltd56,012$173.1 萬0.18%
Occudo Quantitative Strategies LP33,466$103.4 萬0.19%
Net Worth Advisory Group27,110$83.8 萬0.25%
Capital Fund Management S.A.18,053$55.8 萬0.01%
New Vernon Capital Holdings II LLC14,767$45.6 萬0.25%
44 Wealth Management LLC13,214$42.2 萬0.15%
West Family Investments, Inc.13,537$41.8 萬0.14%
Winning Points Advisors, LLC15,534$38.4 萬0.73%
Bryn Mawr Trust Co11,805$36.5 萬0.01%
Crestline Management, LP11,711$36.2 萬0.02%
Oddo BHF Asset Management SAS12,661$33.0 萬0.02%
Bridgefront Capital, LLC9,509$29.4 萬0.11%
Kestra Private Wealth Services, LLC8,968$27.7 萬0.01%
MQS Management LLC8,649$26.7 萬0.15%
Nebula Research & Development LLC8,535$26.4 萬0.03%
Autumn Glory Partners, LLC7,888$25.2 萬0.10%
Morse Asset Management, Inc7,875$24.3 萬0.05%
HighPoint Advisor Group LLC7,284$22.7 萬0.01%
Savant Capital, LLC6,951$21.5 萬0.00%
HB Wealth Management, LLC6,653$20.6 萬0.00%
Sandy Spring Bank2,564$7.93 萬0.00%
Mirae Asset Global ETFs Holdings Ltd.2,347$7.25 萬0.00%
FSC Wealth Advisors, LLC2,313$7.15 萬0.05%
IAG Wealth Partners, LLC1,915$5.92 萬0.01%
Group One Trading, L.P.1,809$5.59 萬0.00%
Aquatic Capital Management LLC1,322$4.09 萬0.00%
Geneos Wealth Management Inc.924$2.86 萬0.00%
Clean Yield Group591$1.83 萬0.01%
Ashton Thomas Securities, LLC528$1.63 萬0.00%
Global Financial Private Client, LLC399$1.23 萬0.00%
Pinnacle Bancorp, Inc.382$1.18 萬0.00%
Bullock Wealth Management Group383$1.18 萬0.01%
Sterling Capital Management LLC315$9,7370.00%
Jaffetilchin Investment Partners, LLC313$9,6680.00%
Paladin Wealth, LLC311$9,6130.01%
Hoese & Co LLP200$6,1800.01%
ORG Wealth Partners, LLC181$5,5940.00%
Copeland Capital Management, LLC171$5,2860.00%
Bull Oak Capital, LLC139$4,2960.00%
Foster Dykema Cabot & Partners, LLC128$3,9560.00%
Asset Dedication, LLC95$2,9370.00%
Eastern Bank77$2,3800.00%
Central Trust Co17$5110.00%
West Branch Capital LLC4$1280.00%
Northwest Financial Advisors1$310.00%

清倉機構（56 家）

2024 年第 2 季季末持有 UBS Group AG、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 UBS 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Viking Global Investors LP大師維京全球投資5,186,506$1.53 億
Alyeska Investment Group, L.P.741,390$2,190 萬
Toronto Dominion Bank272,309$804.4 萬
AMJ Financial Wealth Management185,183$547.0 萬
Price T Rowe Associates Inc88,900$262.7 萬
U S Global Investors Inc68,000$200.9 萬
Investment House LLC64,818$191.5 萬
Himension Fund51,837$153.1 萬
Campbell & CO Investment Adviser LLC42,518$125.6 萬
Balyasny Asset Management LLC41,238$121.8 萬
Bayesian Capital Management, LP31,800$93.9 萬
MAI Capital Management31,641$93.5 萬
Tudor Investment Corp Et Al26,119$77.2 萬
Sciencast Management LP20,789$61.4 萬
HRT Financial LP15,703$46.3 萬
Guggenheim Capital LLC15,577$46.0 萬
Fox Run Management, L.L.C.15,186$44.9 萬
Boston Private Wealth LLC14,585$43.1 萬
Two Sigma Securities, LLC13,766$40.7 萬
Wedbush Securities Inc12,967$38.3 萬
Qsemble Capital Management, LP12,668$37.4 萬
Scientech Research LLC12,562$37.1 萬
Mitsubishi UFJ Trust & Banking Corp11,480$34.4 萬
Simplicity Wealth,LLC10,527$31.1 萬
L & S Advisors Inc–$30.0 萬
Gamco Investors, Inc. Et Al10,070$29.7 萬
GenTrust, LLC9,918$29.3 萬
Millennium Management LLC9,495$28.0 萬
Legacy Financial Advisors, Inc.9,256$27.3 萬
Engineers Gate Manager LP9,036$26.7 萬
Cozad Asset Management Inc8,286$24.5 萬
Readystate Asset Management LP7,511$22.2 萬
OneAscent Financial Services LLC7,471$22.1 萬
Lighthouse Investment Partners, LLC7,440$22.0 萬
Senator Investment Group LP7,224$21.3 萬
British Columbia Investment Management Corp7,135$21.0 萬
We Are One Seven, LLC7,107$21.0 萬
State of Wyoming5,847$17.3 萬
SYSTM Wealth Solutions LLC3,206$9.47 萬
Opal Wealth Advisors, LLC2,125$6.28 萬
Cacti Asset Management LLC2,001$5.89 萬
Ashton Thomas Private Wealth, LLC1,706$5.04 萬
RFP Financial Group LLC1,321$3.90 萬
Rakuten Securities, Inc.1,060$3.13 萬
GPS Wealth Strategies Group, LLC311$9,187
Great Lakes Retirement, Inc.200$5,908
ORG Partners LLC181$5,419
Family Firm, Inc.153$4,520
Johnson Financial Group, Inc.139$4,107
Wetzel Investment Advisors, Inc.126$3,871
First Financial Corp97$2,865
Richardson Capital Management LLC89$2,629
GHP Investment Advisors, Inc.67$1,965
Tyler-Stone Wealth Management66$1,950
Brown Financial Advisors54$1,595
Lynx Investment Advisory11$325

尚未申報 2024 年第 3 季的機構（5 家）

2024 年第 2 季季末持有 UBS Group AG、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 UBS、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.3,780,238$1.12 億
Permanent Capital Management, LP69,327$234.5 萬
Emfo, LLC3,002$8.87 萬
Benjamin F. Edwards & Company, Inc.1,666$4.90 萬
Private Ocean, LLC367$1.08 萬