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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 4 季與 2024 年第 3 季比較

持有 UBS Group AG 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

UBS 的 13F 持有人：2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數55011574+35
股數13.8 億828.4 萬14.1 億+3,825 萬 (+2.8%)
市值$425.8 億$2.56 億$429.7 億+$6.50 億 (+1.5%)

11 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（89 家）

2024 年第 4 季季末持有 UBS Group AG、2024 年第 3 季季末沒有持有的機構。

2024 年第 4 季新進 UBS 的機構
機構股數市值佔組合 %
Caisse des Depots Et Consignations8,423,761$2.34 億11.47%
SIH Partners, LLLP7,076,063$2.15 億15.03%
Marshall Wace, LLP1,781,263$5,440 萬0.07%
Lansforsakringar Fondforvaltning AB (publ)1,138,973$3,485 萬0.19%
Raymond James Financial Inc1,037,237$3,145 萬0.01%
Governors Lane LP890,800$2,722 萬4.06%
Fullerton Fund Management Co Ltd.792,832$2,426 萬0.85%
Generali Asset Management SPA SGR686,132$1,903 萬0.49%
Haven Global Partners, LLC614,963$1,882 萬17.74%
Police & Firemen's Retirement System of New Jersey553,432$1,693 萬0.16%
Susquehanna Advisors Group, Inc.343,700$1,042 萬0.39%
Portolan Capital Management, LLC321,566$975.0 萬0.66%
Tudor Investment Corp Et Al258,525$783.8 萬0.08%
DJE Kapital AG235,186$709.5 萬0.17%
Parkwood LLC199,507$609.8 萬0.75%
Advanced Portfolio Management, LLC165,000$500.3 萬5.88%
Orca Wealth Management, LLC60,208$182.6 萬1.64%
Gator Capital Management, LLC47,600$144.3 萬0.55%
Geode Capital Management, LLC36,420$110.4 萬0.00%
Walleye Trading LLC32,407$98.3 萬0.02%
PEAK6 LLC30,031$91.1 萬0.04%
Evelyn Partners Investment Management LLP28,866$88.2 萬0.03%
Fox Run Management, L.L.C.28,788$87.3 萬0.16%
Balyasny Asset Management LLC27,112$82.2 萬0.00%
Callan Family Office, LLC25,883$78.5 萬0.05%
Main Street Financial Solutions, LLC23,820$72.2 萬0.07%
Brucke Financial, Inc.20,356$72.1 萬0.62%
British Columbia Investment Management Corp21,130$64.6 萬0.00%
SkyView Investment Advisors, LLC18,628$56.5 萬0.09%
Warren Averett Asset Management, LLC17,620$53.4 萬0.01%
Credit Industriel Et Commercial17,573$48.7 萬0.13%
Sagespring Wealth Partners, LLC15,924$48.3 萬0.01%
Carlson Capital L P15,700$47.6 萬0.28%
Strategic Global Advisors, LLC14,395$43.6 萬0.08%
Boston Private Wealth LLC14,298$43.4 萬0.01%
ICONIQ Capital, LLC12,818$38.9 萬0.01%
M.E. Allison & Co., Inc.11,660$35.4 萬0.39%
Mountain Hill Investment Partners Corp.11,000$33.4 萬0.34%
Legacy Financial Advisors, Inc.10,619$32.2 萬0.05%
Scientech Research LLC10,288$31.2 萬0.09%
Impact Capital Partners LLC9,538$28.9 萬0.10%
Millennium Management LLC9,480$28.7 萬0.00%
Brown Miller Wealth Management, LLC8,941$27.1 萬0.10%
Evelyn Partners Investment Management Services Ltd8,169$25.0 萬0.04%
OneAscent Financial Services LLC7,793$23.6 萬0.02%
Kingsview Wealth Management, LLC7,182$21.8 萬0.00%
SBI Securities Co., Ltd.7,040$21.3 萬0.01%
Custom Index Systems, LLC7,029$21.3 萬0.11%
Beacon Pointe Advisors, LLC7,006$21.2 萬0.00%
Bayesian Capital Management, LP6,949$21.1 萬0.03%
Gryphon Financial Partners LLC6,882$20.9 萬0.03%
Vista Wealth Management Group, LLC6,778$20.6 萬0.01%
SG Americas Securities, LLC6,514$19.8 萬0.00%
Independence Bank of Kentucky5,075$15.4 萬0.02%
Golden State Wealth Management, LLC4,072$12.3 萬0.02%
Bayforest Capital Ltd2,535$7.69 萬0.10%
Kohmann Bosshard Financial Services, LLC1,350$4.09 萬0.00%
Versant Capital Management, Inc1,315$3.99 萬0.01%
Van Hulzen Asset Management, LLC1,184$3.59 萬0.00%
Headlands Technologies LLC1,096$3.32 萬0.00%
Rakuten Securities, Inc.1,005$3.05 萬0.01%
Berbice Capital Management LLC900$2.73 萬0.02%
Kestra Investment Management, LLC745$2.26 萬0.00%
Whipplewood Advisors, LLC716$2.17 萬0.01%
Caitong International Asset Management Co., Ltd527$1.60 萬0.02%
Private Trust Co NA487$1.49 萬0.00%
Lavaca Capital LLC460$1.39 萬0.01%
Main Street Group, LTD442$1.34 萬0.00%
Transce3nd, LLC305$9,2480.00%
Pineridge Advisors LLC283$8,5810.00%
Roxbury Financial LLC209$6,7800.01%
FWL Investment Management, LLC219$6,6400.00%
Sierra Ocean, LLC219$6,6400.01%
MPWM Advisory Solutions, LLC200$6,0640.00%
Plante Moran Financial Advisors, LLC197$5,9730.00%
Albion Financial Group141$4,2760.00%
MAI Capital Management121$3,6690.00%
Barclays PLC105$3,1840.00%
Bank of Jackson Hole Trust100$3,0320.00%
NewSquare Capital LLC80$2,4260.00%
New Wave Wealth Advisors LLC61$1,8500.00%
UMA Financial Services, Inc.58$1,7590.00%
High Note Wealth, LLC13$3940.00%
Catherine Avery Investment Management LLC10$3030.00%
Sachetta, LLC4$1300.00%
Skopos Labs, Inc.2$610.00%
REAP Financial Group, LLC1$150.00%
Financial Connections Group, Inc.22$00.00%
Wood Tarver Financial Group, LLC32$00.00%

清倉機構（54 家）

2024 年第 3 季季末持有 UBS Group AG、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 UBS 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Todd Asset Management LLC720,210$2,226 萬
Teachers Retirement System of the State of Kentucky413,250$1,277 萬
Rovida Advisors Inc.300,000$924.2 萬
Mutual of America Capital Management LLC287,938$891.9 萬
Value Partners Investments Inc.260,881$807.0 萬
Cubist Systematic Strategies, LLC252,246$779.7 萬
Grantham, Mayo, Van Otterloo & Co. LLC198,887$614.4 萬
Sienna Gestion186,544$575.0 萬
Jackson Wealth Management, LLC151,529$468.4 萬
International Assets Investment Management, LLC98,850$319.8 萬
Point72 Asset Management, L.P.102,700$317.4 萬
Point72 Hong Kong Ltd101,962$315.2 萬
Nomura Holdings Inc100,025$309.2 萬
Graham Capital Management, L.P.76,254$235.7 萬
Veriti Management LLC72,106$222.9 萬
Schonfeld Strategic Advisors LLC56,701$175.3 萬
Dynamic Technology Lab Private Ltd56,012$173.1 萬
Morningstar Investment Services LLC44,917$139.4 萬
Seven Eight Capital, LP33,293$102.9 萬
Cookson Peirce & Co Inc24,436$75.5 萬
Summit Global Investments23,445$72.5 萬
XTX Topco Ltd20,534$63.5 萬
Harbour Capital Advisors, LLC17,890$56.5 萬
Capital Fund Management S.A.18,053$55.8 萬
Prudential Financial Inc15,292$47.3 萬
Crestline Management, LP11,711$36.2 萬
Centiva Capital, LP9,689$29.9 萬
Bridgefront Capital, LLC9,509$29.4 萬
MQS Management LLC8,649$26.7 萬
Autumn Glory Partners, LLC7,888$25.2 萬
Morse Asset Management, Inc7,875$24.3 萬
Financial Counselors Inc7,659$23.7 萬
Advisor OS, LLC7,146$22.1 萬
180 Wealth Advisors, LLC6,589$20.4 萬
FSC Wealth Advisors, LLC2,313$7.15 萬
Advisory Services Network, LLC1,794$5.30 萬
Aquatic Capital Management LLC1,322$4.09 萬
Householder Group Estate & Retirement Specialist, LLC867$2.60 萬
Anchor Investment Management, LLC580$1.79 萬
Chilton Capital Management LLC572$1.77 萬
Ashton Thomas Securities, LLC528$1.63 萬
Grove Bank & Trust504$1.56 萬
Redmont Wealth Advisors LLC475$1.47 萬
Baldwin Brothers Inc464$1.43 萬
Jaffetilchin Investment Partners, LLC313$9,668
Paladin Wealth, LLC311$9,613
Hoese & Co LLP200$6,180
Pacific Capital Wealth Advisors, Inc167$5,162
Bull Oak Capital, LLC139$4,296
McMahon Financial Advisors, LLC99$3,060
Central Trust Co17$511
West Branch Capital LLC4$128
Northwest Financial Advisors1$31
McClarren Financial Advisors, Inc.16$0

尚未申報 2024 年第 4 季的機構（11 家）

2024 年第 3 季季末持有 UBS Group AG、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 3 季持有 UBS、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Banque Cantonale Vaudoise6,792,649$2.10 億
Raymond James & Associates1,014,965$3,137 萬
Susquehanna International Group Ltd.220,460$681.4 萬
Point Break Capital Management, LLC98,927$305.8 萬
PEAK6 Investments LLC54,971$169.9 萬
Raymond James Trust N.A.32,506$100.5 萬
Raymond James Financial Services Advisors, Inc.29,429$91.0 萬
Susquehanna International Securities, Ltd.23,869$73.8 萬
Winning Points Advisors, LLC15,534$38.4 萬
FinTrust Capital Advisors, LLC659$2.04 萬
Annapolis Financial Services, LLC309$9,552