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 4 季 13F 持有人
UBS Group AG 在 2024/12/31 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
- 574
- 較 2024 年第 3 季 +35 家
- 持有股數
- 14.1 億
- 較 2024 年第 3 季 +3,825 萬 (+2.8%)
- 總市值
- $429.7 億
- 較 2024 年第 3 季 +$6.50 億 (+1.5%)
- 新進機構
- 89
- 另有 207 家加碼
- 清倉機構
- 54
- 另有 180 家減碼
另有 11 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Norges Bank | 183,111,351 | $55.9 億 | 0.73% | +7,086,899+4.0% | 加碼 |
| UBS Group AG | 153,584,812 | $46.6 億 | 1.04% | −1,880,167−1.2% | 減碼 |
| Vanguard Group Inc | 127,886,868 | $39.2 億 | 0.07% | +1,296,428+1.0% | 加碼 |
| Massachusetts Financial Services Co | 81,211,535 | $24.6 億 | 0.78% | −10,039,061−11.0% | 減碼 |
| Dodge & Cox | 73,497,042 | $22.4 億 | 1.30% | +125,600+0.2% | 加碼 |
| UBS Asset Management Americas Inc | 73,530,280 | $22.3 億 | 0.52% | −2,221,275−2.9% | 減碼 |
| FMR LLC | 55,533,620 | $17.0 億 | 0.10% | +12,609,616+29.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,379,092 | $15.7 億 | 4.48% | −5,970,432−10.4% | 減碼 |
| Cevian Capital II GP LTD | 43,787,401 | $13.3 億 | 51.50% | 00.0% | 不變 |
| Capital World Investors | 37,428,808 | $11.4 億 | 0.17% | −1,949,421−5.0% | 減碼 |
| Pictet Asset Management Holding SA | 34,979,795 | $10.7 億 | 1.16% | +5,555,624+18.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,307,335 | $8.58 億 | 0.92% | +17,525,749+162.6% | 加碼 |
| Legal & General Group Plc | 27,475,001 | $8.41 億 | 0.22% | −413,043−1.5% | 減碼 |
| Pzena Investment Management LLC | 29,590,323 | $8.21 億 | 2.79% | −1,212,143−3.9% | 減碼 |
| Deutsche Bank AG | 27,013,906 | $8.19 億 | 0.32% | +3,684,437+15.8% | 加碼 |
| JPMorgan Chase & Co | 26,473,575 | $8.03 億 | 0.06% | −24,607,513−48.2% | 減碼 |
| Goldman Sachs Group Inc | 22,433,670 | $6.80 億 | 0.13% | +1,744,338+8.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 20,690,244 | $6.31 億 | 0.50% | −1,448,285−6.5% | 減碼 |
| Amundi | 16,751,961 | $5.44 億 | 0.19% | +95,712+0.6% | 加碼 |
| Vontobel Holding Ltd. | 16,445,068 | $5.02 億 | 1.72% | +301,394+1.9% | 加碼 |
| Wellington Management Group LLP | 12,921,485 | $3.95 億 | 0.07% | −787,138−5.7% | 減碼 |
| Nuveen Asset Management, LLC | 11,891,970 | $3.63 億 | 0.10% | +816,082+7.4% | 加碼 |
| Morgan Stanley | 10,045,476 | $3.05 億 | 0.02% | +39,682+0.4% | 加碼 |
| Bank of America Corp | 9,278,035 | $2.81 億 | 0.03% | −2,410,475−20.6% | 減碼 |
| Bank of New York Mellon Corp | 8,591,356 | $2.60 億 | 0.05% | −372,216−4.2% | 減碼 |
| Royal Bank of Canada | 8,359,784 | $2.53 億 | 0.05% | +371,868+4.7% | 加碼 |
| Caisse des Depots Et Consignations | 8,423,761 | $2.34 億 | 11.47% | +8,423,761 | 新進 |
| ARGA Investment Management, LP | 7,338,038 | $2.24 億 | 7.32% | +445,876+6.5% | 加碼 |
| FIL Ltd | 7,039,449 | $2.15 億 | 0.20% | +203,769+3.0% | 加碼 |
| SIH Partners, LLLP | 7,076,063 | $2.15 億 | 15.03% | +7,076,063 | 新進 |
| Acadian Asset Management LLC | 6,804,825 | $2.08 億 | 0.60% | +821,524+13.7% | 加碼 |
| Royal London Asset Management Ltd | 6,775,955 | $2.05 億 | 0.50% | −373,194−5.2% | 減碼 |
| Citigroup Inc | 6,564,853 | $2.01 億 | 0.19% | +2,010,965+44.2% | 加碼 |
| Canada Pension Plan Investment Board | 6,145,219 | $1.88 億 | 0.18% | −3,024,527−33.0% | 減碼 |
| Russell Investments Group, Ltd. | 5,627,663 | $1.72 億 | 0.24% | +140,218+2.6% | 加碼 |
| Bank of Montreal | 5,296,147 | $1.62 億 | 0.08% | +3,480,421+191.7% | 加碼 |
| WCM Investment Management, LLC | 5,185,333 | $1.59 億 | 0.37% | −8,419−0.2% | 減碼 |
| Natixis Advisors, L.P. | 5,237,829 | $1.59 億 | 0.30% | +29,916+0.6% | 加碼 |
| AXA S.A. | 5,092,284 | $1.54 億 | 0.47% | +90,518+1.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,375,839 | $1.34 億 | 0.41% | +3,759,134+609.6% | 加碼 |
| Allianz Asset Management GmbH | 4,237,380 | $1.30 億 | 0.19% | −135,516−3.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 4,121,657 | $1.26 億 | 1.86% | +581,855+16.4% | 加碼 |
| M&G Plc | 4,103,775 | $1.25 億 | 0.78% | −404,172−9.0% | 減碼 |
| Northern Trust Corp | 4,110,112 | $1.25 億 | 0.02% | +701,976+20.6% | 加碼 |
| Fisher Asset Management, LLC | 4,036,921 | $1.22 億 | 0.05% | +3,264,214+422.4% | 加碼 |
| BlackRock, Inc. | 4,001,990 | $1.21 億 | 0.00% | +124,274+3.2% | 加碼 |
| J. Safra Sarasin Holding AG | 3,957,928 | $1.21 億 | 2.05% | +2,204,855+125.8% | 加碼 |
| Aviva PLC | 3,954,907 | $1.21 億 | 0.31% | −177,881−4.3% | 減碼 |
| National Bank of Canada | 3,578,192 | $1.10 億 | 0.14% | +3,459,997+2,927.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 4,269,505 | $1.09 億 | 0.20% | 00.0% | 不變 |
| LGT Group Foundation | 3,034,355 | $9,270 萬 | 1.44% | −1,326,268−30.4% | 減碼 |
| Ameriprise Financial Inc | 3,019,370 | $9,156 萬 | 0.02% | +56,614+1.9% | 加碼 |
| Korea Investment CORP | 2,635,937 | $8,066 萬 | 0.19% | −613,635−18.9% | 減碼 |
| Liontrust Investment Partners LLP | 2,615,450 | $8,003 萬 | 1.16% | +77,723+3.1% | 加碼 |
| Public Sector Pension Investment Board | 2,530,424 | $7,743 萬 | 0.33% | +394,026+18.4% | 加碼 |
| Antipodes Partners Ltd | 2,449,761 | $7,497 萬 | 2.61% | +585,319+31.4% | 加碼 |
| Invesco Ltd. | 2,404,933 | $7,292 萬 | 0.01% | +400,694+20.0% | 加碼 |
| Credit Agricole S A | 2,246,363 | $6,811 萬 | 0.23% | +1,060,443+89.4% | 加碼 |
| HSBC Holdings PLC | 2,161,154 | $6,618 萬 | 0.04% | +510,068+30.9% | 加碼 |
| Captrust Financial Advisors | 2,150,062 | $6,519 萬 | 0.19% | −10,642−0.5% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 2,090,000 | $6,391 萬 | 1.25% | +272,789+15.0% | 加碼 |
| Patient Capital Management, LLC | 2,042,420 | $6,193 萬 | 2.86% | +20,401+1.0% | 加碼 |
| Great West Life Assurance Co | 2,016,056 | $6,165 萬 | 0.11% | +93,931+4.9% | 加碼 |
| Janus Henderson Group PLC | 1,951,232 | $5,969 萬 | 0.03% | −115,617−5.6% | 減碼 |
| Public Employees Retirement System of Ohio | 1,916,153 | $5,848 萬 | 0.20% | −331,077−14.7% | 減碼 |
| Qube Research & Technologies Ltd | 1,865,053 | $5,686 萬 | 0.09% | +1,229,630+193.5% | 加碼 |
| Jupiter Asset Management Ltd | 1,850,689 | $5,663 萬 | 0.55% | −116,785−5.9% | 減碼 |
| Franklin Resources Inc | 1,789,899 | $5,479 萬 | 0.02% | +457,273+34.3% | 加碼 |
| Marshall Wace, LLP | 1,781,263 | $5,440 萬 | 0.07% | +1,781,263 | 新進 |
| Mackenzie Financial Corp | 1,778,047 | $5,391 萬 | 0.07% | +14,817+0.8% | 加碼 |
| Envestnet Asset Management Inc | 1,679,033 | $5,091 萬 | 0.02% | −25,833−1.5% | 減碼 |
| Brandes Investment Partners, LP | 1,634,014 | $4,954 萬 | 0.55% | +11,583+0.7% | 加碼 |
| ABN AMRO Bank N.V. | 1,499,239 | $4,539 萬 | 0.61% | +22,473+1.5% | 加碼 |
| State of Tennessee, Treasury Department | 1,443,633 | $4,417 萬 | 0.16% | +7,345+0.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,411,777 | $4,332 萬 | 0.04% | +2,192+0.2% | 加碼 |
| Exane Asset Management | 1,241,028 | $3,563 萬 | 20.28% | +221,123+21.7% | 加碼 |
| American Century Companies Inc | 1,151,221 | $3,491 萬 | 0.02% | +97,925+9.3% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 1,138,973 | $3,485 萬 | 0.19% | +1,138,973 | 新進 |
| Raymond James Financial Inc | 1,037,237 | $3,145 萬 | 0.01% | +1,037,237 | 新進 |
| TD Asset Management Inc | 961,431 | $2,942 萬 | 0.03% | −239,691−20.0% | 減碼 |
| Levin Capital Strategies, L.P. | 920,748 | $2,792 萬 | 2.67% | +15,415+1.7% | 加碼 |
| Governors Lane LP | 890,800 | $2,722 萬 | 4.06% | +890,800 | 新進 |
| Caisse de Depot Et Placement du Quebec | 880,668 | $2,694 萬 | 0.06% | −871,201−49.7% | 減碼 |
| Zurich Insurance Group Ltd | 855,185 | $2,617 萬 | 0.21% | +263,900+44.6% | 加碼 |
| Optiver Holding B.V. | 863,015 | $2,617 萬 | 0.85% | −151,863−15.0% | 減碼 |
| Wells Fargo & Company | 816,562 | $2,476 萬 | 0.01% | −21,318−2.5% | 減碼 |
| Fullerton Fund Management Co Ltd. | 792,832 | $2,426 萬 | 0.85% | +792,832 | 新進 |
| Banque Pictet & Cie SA | 677,769 | $2,074 萬 | 0.20% | +3,390+0.5% | 加碼 |
| Channing Global Advisors, LLC | 654,665 | $2,003 萬 | 13.34% | +121,836+22.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 658,078 | $1,995 萬 | 0.02% | +340,831+107.4% | 加碼 |
| Renaissance Technologies LLC | 628,391 | $1,905 萬 | 0.03% | −395,000−38.6% | 減碼 |
| Generali Asset Management SPA SGR | 686,132 | $1,903 萬 | 0.49% | +686,132 | 新進 |
| Haven Global Partners, LLC | 614,963 | $1,882 萬 | 17.74% | +614,963 | 新進 |
| Stifel Financial Corp | 589,502 | $1,787 萬 | 0.02% | +360+0.1% | 加碼 |
| Alliancebernstein L.P. | 574,213 | $1,741 萬 | 0.01% | −125,506−17.9% | 減碼 |
| Voya Investment Management LLC | 559,994 | $1,714 萬 | 0.02% | +9,936+1.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 553,432 | $1,693 萬 | 0.16% | +553,432 | 新進 |
| Edmond de Rothschild Holding S.A. | 548,371 | $1,678 萬 | 0.29% | −17,310−3.1% | 減碼 |
| Mangrove Partners | 527,637 | $1,600 萬 | 1.91% | −131,909−20.0% | 減碼 |
| USS Investment Management Ltd | 516,617 | $1,577 萬 | 0.11% | +13,247+2.6% | 加碼 |