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。
2026 年第 2 季 13F 持有人
UBS Group AG 在 2026/6/30 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
- 766
- 較 2026 年第 1 季 +88 家
- 持有股數
- 12.7 億
- 較 2026 年第 1 季 +1.24 億 (+10.8%)
- 總市值
- $628.8 億
- 較 2026 年第 1 季 +$185.7 億 (+41.9%)
- 新進機構
- 144
- 另有 279 家加碼
- 清倉機構
- 56
- 另有 225 家減碼
另有 11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Group AG | 107,137,265 | $53.1 億 | 0.84% | +247,083+0.2% | 加碼 |
| Vanguard Capital Management LLC | 98,080,411 | $48.6 億 | 0.10% | +816,468+0.8% | 加碼 |
| Norges Bank | 95,849,980 | $47.5 億 | 0.47% | +95,849,980 | 新進 |
| Fisher Asset Management, LLC | 64,920,294 | $32.2 億 | 0.96% | −1,153,944−1.7% | 減碼 |
| Massachusetts Financial Services Co | 62,927,553 | $32.0 億 | 1.02% | −2,614,508−4.0% | 減碼 |
| Wellington Management Group LLP | 59,553,311 | $29.6 億 | 0.51% | +9,632,654+19.3% | 加碼 |
| FMR LLC | 55,541,141 | $27.5 億 | 0.12% | +1,657,409+3.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,233,032 | $27.4 億 | 5.26% | −1,441,535−2.5% | 減碼 |
| Cevian Capital II GP LTD | 48,117,675 | $23.8 億 | 64.50% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 36,743,822 | $18.2 億 | 1.74% | +1,152,198+3.2% | 加碼 |
| Dodge & Cox | 33,630,342 | $16.7 億 | 0.87% | −14,3000.0% | 減碼 |
| JPMorgan Chase & Co | 29,666,939 | $14.7 億 | 0.09% | +2,232,692+8.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 27,709,028 | $13.7 億 | 0.30% | +198,485+0.7% | 加碼 |
| Amundi | 25,463,870 | $12.6 億 | 0.30% | +2,169,023+9.3% | 加碼 |
| Deutsche Bank AG | 24,147,522 | $12.0 億 | 0.35% | −7,775,104−24.4% | 減碼 |
| Legal & General Group Plc | 22,124,624 | $11.0 億 | 0.23% | −1,277,920−5.5% | 減碼 |
| Goldman Sachs Group Inc | 19,805,601 | $9.82 億 | 0.10% | +4,460,615+29.1% | 加碼 |
| Pzena Investment Management LLC | 22,604,129 | $9.06 億 | 2.66% | −3,940,226−14.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 17,034,727 | $8.44 億 | 0.37% | −1,816,201−9.6% | 減碼 |
| Assenagon Asset Management S.A. | 16,536,418 | $8.21 億 | 1.07% | +16,277,125+6,277.5% | 加碼 |
| Vanguard Asset Management, Ltd | 14,828,609 | $7.35 億 | 0.50% | +716,193+5.1% | 加碼 |
| Vontobel Holding Ltd. | 14,698,356 | $7.28 億 | 2.44% | −427,925−2.8% | 減碼 |
| Capital World Investors | 14,545,505 | $7.21 億 | 0.09% | −8,950,341−38.1% | 減碼 |
| Nuveen, LLC | 10,482,169 | $5.20 億 | 0.12% | −745,235−6.6% | 減碼 |
| Bank of America Corp | 10,325,213 | $5.12 億 | 0.03% | +670,229+6.9% | 加碼 |
| Canada Pension Plan Investment Board | 10,233,181 | $5.07 億 | 0.28% | +2,276,359+28.6% | 加碼 |
| Caisse des Depots Et Consignations | 7,812,061 | $3.88 億 | 6.56% | 00.0% | 不變 |
| Morgan Stanley | 7,694,575 | $3.81 億 | 0.02% | −68,648−0.9% | 減碼 |
| Jupiter Topco LLC | 7,482,210 | $3.72 億 | 0.15% | +7,482,210 | 新進 |
| Citigroup Inc | 7,234,261 | $3.59 億 | 0.17% | +1,275,178+21.4% | 加碼 |
| Banque Cantonale Vaudoise | 7,162,067 | $3.56 億 | 13.83% | +20,697+0.3% | 加碼 |
| Ninety One UK Ltd | 7,133,245 | $3.54 億 | 0.79% | −1,554,733−17.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,650,553 | $3.30 億 | 0.26% | +805,184+13.8% | 加碼 |
| Bank of New York Mellon Corp | 6,575,317 | $3.26 億 | 0.05% | +72,607+1.1% | 加碼 |
| Allianz Asset Management GmbH | 6,407,087 | $3.18 億 | 0.29% | +212,340+3.4% | 加碼 |
| Russell Investments Group, Ltd. | 6,405,254 | $3.18 億 | 0.28% | −1,333,644−17.2% | 減碼 |
| WCM Investment Management, LLC | 6,150,458 | $3.04 億 | 0.55% | +300,258+5.1% | 加碼 |
| Franklin Resources Inc | 5,826,152 | $2.89 億 | 0.06% | +724,551+14.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,601,012 | $2.78 億 | 0.72% | −513,151−8.4% | 減碼 |
| Royal Bank of Canada | 5,577,794 | $2.76 億 | 0.05% | +1,642,213+41.7% | 加碼 |
| Qube Research & Technologies Ltd | 5,474,754 | $2.71 億 | 0.30% | −2,137,788−28.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 5,382,576 | $2.67 億 | 2.89% | +110,506+2.1% | 加碼 |
| M&G Plc | 5,307,939 | $2.63 億 | 1.31% | +327,179+6.6% | 加碼 |
| Dimensional Fund Advisors LP | 4,893,948 | $2.43 億 | 0.04% | +4,893,948 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,872,034 | $2.41 億 | 0.24% | +233,372+5.0% | 加碼 |
| AQR Capital Management LLC | 4,831,556 | $2.39 億 | 0.08% | +138,453+3.0% | 加碼 |
| Natixis Advisors, L.P. | 4,605,772 | $2.28 億 | 0.26% | +478,758+11.6% | 加碼 |
| Northern Trust Corp | 4,389,280 | $2.18 億 | 0.03% | +32,374+0.7% | 加碼 |
| Jones Financial Companies LLLP | 4,128,651 | $2.03 億 | 0.08% | +610,651+17.4% | 加碼 |
| BlackRock, Inc. | 4,041,667 | $2.00 億 | 0.00% | +195,231+5.1% | 加碼 |
| Aviva PLC | 3,688,297 | $1.83 億 | 0.27% | +117,560+3.3% | 加碼 |
| Acadian Asset Management LLC | 3,556,341 | $1.77 億 | 0.21% | +584,985+19.7% | 加碼 |
| Royal London Asset Management Ltd | 3,468,512 | $1.72 億 | 0.32% | −47,366−1.3% | 減碼 |
| Great West Life Assurance Co | 3,339,552 | $1.66 億 | 0.26% | +172,377+5.4% | 加碼 |
| Clearbridge Investments, LLC | 3,295,070 | $1.63 億 | 0.14% | +3,157,318+2,292.0% | 加碼 |
| TD Asset Management Inc | 3,283,895 | $1.63 億 | 0.14% | +732,525+28.7% | 加碼 |
| LGT Group Foundation | 3,276,919 | $1.62 億 | 1.84% | −162,498−4.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 4,269,505 | $1.62 億 | 0.27% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 2,926,309 | $1.45 億 | 0.38% | +384,255+15.1% | 加碼 |
| Liontrust Investment Partners LLP | 2,458,659 | $1.22 億 | 1.79% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 2,435,805 | $1.21 億 | 0.34% | +2,435,805 | 新進 |
| ASR Vermogensbeheer N.V. | 2,401,020 | $1.19 億 | 1.23% | +1,083,910+82.3% | 加碼 |
| Public Employees Retirement System of Ohio | 2,398,700 | $1.19 億 | 0.35% | +6,332+0.3% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 2,394,800 | $1.19 億 | 1.75% | +87,800+3.8% | 加碼 |
| American Century Companies Inc | 2,381,984 | $1.18 億 | 0.05% | +360,368+17.8% | 加碼 |
| Invesco Ltd. | 2,269,793 | $1.12 億 | 0.01% | −162,588−6.7% | 減碼 |
| Korea Investment CORP | 2,130,913 | $1.06 億 | 0.20% | −148,453−6.5% | 減碼 |
| Bank of Montreal | 2,044,026 | $1.01 億 | 0.04% | −417,003−16.9% | 減碼 |
| Captrust Financial Advisors | 2,036,912 | $1.01 億 | 0.15% | −59,495−2.8% | 減碼 |
| Life Cycle Investment Partners Ltd | 2,031,327 | $1.01 億 | 0.47% | +312,308+18.2% | 加碼 |
| Generali Asset Management SPA SGR | 2,491,590 | $9,981 萬 | 1.80% | −162,320−6.1% | 減碼 |
| State of Tennessee, Treasury Department | 1,860,583 | $9,240 萬 | 0.27% | −76,358−3.9% | 減碼 |
| Moore Capital Management, LP | 1,858,635 | $9,213 萬 | 2.10% | −180,964−8.9% | 減碼 |
| 1832 Asset Management L.P. | 1,697,000 | $8,410 萬 | 0.10% | +1,697,000 | 新進 |
| Envestnet Asset Management Inc | 1,686,431 | $8,358 萬 | 0.02% | +182,941+12.2% | 加碼 |
| Ameriprise Financial Inc | 1,651,479 | $8,204 萬 | 0.02% | −12,337−0.7% | 減碼 |
| Credit Agricole S A | 1,644,169 | $8,149 萬 | 0.21% | +711,613+76.3% | 加碼 |
| Banque Pictet & Cie SA | 1,637,812 | $8,134 萬 | 0.84% | −27,262−1.6% | 減碼 |
| ABN AMRO Bank N.V. | 1,630,379 | $8,071 萬 | 1.04% | +160,141+10.9% | 加碼 |
| Vanguard Investments Australia, Ltd. | 1,614,810 | $8,003 萬 | 0.20% | +36,099+2.3% | 加碼 |
| FIL Ltd | 1,567,708 | $7,773 萬 | 0.06% | −97,313−5.8% | 減碼 |
| Brandes Investment Partners, LP | 1,398,641 | $6,932 萬 | 0.49% | +30,169+2.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,308,707 | $6,499 萬 | 0.15% | +775,073+145.2% | 加碼 |
| SEB Asset Management AB | 1,302,198 | $6,467 萬 | 0.24% | +143,108+12.3% | 加碼 |
| Vanguard Global Advisers, LLC | 1,301,841 | $6,452 萬 | 0.03% | +93,478+7.7% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 1,295,198 | $6,432 萬 | 0.29% | −114,896−8.1% | 減碼 |
| State of Wisconsin Investment Board | 1,190,788 | $5,914 萬 | 0.12% | +26,633+2.3% | 加碼 |
| Rathbone Brothers plc | 1,179,032 | $5,855 萬 | 0.22% | −41,002−3.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,173,305 | $5,819 萬 | 0.05% | −61,337−5.0% | 減碼 |
| Crocodile Capital Partners GmbH | 1,170,000 | $5,799 萬 | 39.44% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 1,111,179 | $5,494 萬 | 0.47% | +522,867+88.9% | 加碼 |
| Zurich Insurance Group Ltd | 1,083,128 | $5,370 萬 | 0.37% | +503,165+86.8% | 加碼 |
| DJE Kapital AG | 983,564 | $4,895 萬 | 0.92% | +983,564 | 新進 |
| Patient Capital Management, LLC | 953,734 | $4,727 萬 | 1.57% | −288,221−23.2% | 減碼 |
| EFG International AG | 898,628 | $4,453 萬 | 0.81% | +5,797+0.6% | 加碼 |
| J. Safra Sarasin Holding AG | 1,104,367 | $4,332 萬 | 0.62% | +17,759+1.6% | 加碼 |
| Thrivent Financial for Lutherans | 853,597 | $4,239 萬 | 0.07% | −12,223−1.4% | 減碼 |
| Wells Fargo & Company | 810,448 | $4,017 萬 | 0.01% | +156,835+24.0% | 加碼 |
| Raymond James Financial Inc | 776,059 | $3,846 萬 | 0.01% | +90,042+13.1% | 加碼 |
| Alliancebernstein L.P. | 976,101 | $3,814 萬 | 0.01% | +359,286+58.2% | 加碼 |