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。
2021 年第 2 季 13F 持有人
UBS Group AG 在 2021/6/30 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
- 363
- 較 2021 年第 1 季 +17 家
- 持有股數
- 13.1 億
- 較 2021 年第 1 季 +843.5 萬 (+0.6%)
- 總市值
- $200.6 億
- 較 2021 年第 1 季 +$18.3 億 (+10.0%)
- 新進機構
- 47
- 另有 149 家加碼
- 清倉機構
- 30
- 另有 112 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Regions Financial Corp | 12,137 | $18.6 萬 | 0.00% | +2,013+19.9% | 加碼 |
| Claraphi Advisory Network, LLC | 12,300 | $18.9 萬 | 0.06% | +50+0.4% | 加碼 |
| Baker Ellis Asset Management LLC | 12,300 | $18.9 萬 | 0.04% | +1,500+13.9% | 加碼 |
| Wilkinson Global Asset Management LLC | 12,350 | $18.9 萬 | 0.01% | +12,350 | 新進 |
| Glenmede Trust Co NA | 12,407 | $19.0 萬 | 0.00% | +1,665+15.5% | 加碼 |
| Financial Perspectives, Inc | 12,500 | $19.2 萬 | 0.09% | −181,625−93.6% | 減碼 |
| Curated Wealth Partners LLC | 12,604 | $19.3 萬 | 0.11% | −14,291−53.1% | 減碼 |
| Stephens Inc | 12,610 | $19.3 萬 | 0.00% | +24+0.2% | 加碼 |
| Pinnacle Associates Ltd | 12,641 | $19.4 萬 | 0.00% | +12,641 | 新進 |
| GWM Advisors LLC | 12,736 | $19.5 萬 | 0.01% | +14+0.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 12,934 | $19.8 萬 | 0.00% | +500+4.0% | 加碼 |
| Private Capital Group, LLC | 13,003 | $20.0 萬 | 0.05% | +3,051+30.7% | 加碼 |
| TD Ameritrade Investment Management, LLC | 13,380 | $20.5 萬 | 0.00% | +3,557+36.2% | 加碼 |
| Bayesian Capital Management, LP | 13,700 | $21.0 萬 | 0.05% | −9,100−39.9% | 減碼 |
| Sage Rhino Capital LLC | 13,934 | $21.4 萬 | 0.06% | +1,204+9.5% | 加碼 |
| Quadrant Capital Group LLC | 14,281 | $21.9 萬 | 0.03% | −773−5.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 14,370 | $22.0 萬 | 0.00% | −4,221−22.7% | 減碼 |
| Synovus Financial Corp | 14,697 | $22.3 萬 | 0.00% | −180−1.2% | 減碼 |
| Bellecapital International Ltd. | 14,629 | $22.4 萬 | 0.07% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 14,910 | $22.8 萬 | 0.35% | +5,658+61.2% | 加碼 |
| Csenge Advisory Group | 15,172 | $23.5 萬 | 0.02% | +405+2.7% | 加碼 |
| Gsa Capital Partners LLP | 15,300 | $23.5 萬 | 0.03% | +15,300 | 新進 |
| Bridgefront Capital, LLC | 15,311 | $23.5 萬 | 0.09% | +15,311 | 新進 |
| Clearstead Advisors, LLC | 15,571 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Prudential Financial Inc | 15,648 | $24.0 萬 | 0.00% | +48+0.3% | 加碼 |
| Morningstar Investment Services LLC | 15,593 | $24.1 萬 | 0.00% | +2,979+23.6% | 加碼 |
| Ballentine Partners, LLC | 15,787 | $24.2 萬 | 0.01% | +276+1.8% | 加碼 |
| Commonwealth Equity Services, LLC | 15,944 | $24.4 萬 | 0.00% | +57+0.4% | 加碼 |
| Mariner, LLC | 16,160 | $24.8 萬 | 0.00% | +16,160 | 新進 |
| National Asset Management, Inc. | 16,772 | $25.8 萬 | 0.01% | −2,209−11.6% | 減碼 |
| AE Wealth Management LLC | 17,111 | $26.2 萬 | 0.00% | +2,050+13.6% | 加碼 |
| Beach Investment Counsel Inc | 17,650 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 17,643 | $27.1 萬 | 0.08% | +577+3.4% | 加碼 |
| Comerica Securities,inc. | 18,288 | $28.1 萬 | 0.02% | −5,306−22.5% | 減碼 |
| Creative Planning | 18,549 | $28.5 萬 | 0.00% | −5,172−21.8% | 減碼 |
| Cetera Investment Advisers | 18,903 | $29.0 萬 | 0.00% | +7,772+69.8% | 加碼 |
| Longfellow Investment Management Co LLC | 19,080 | $29.3 萬 | 0.04% | −6,656−25.9% | 減碼 |
| Oppenheimer & Co Inc | 19,358 | $29.7 萬 | 0.01% | +49+0.3% | 加碼 |
| Jefferies Group LLC | 20,119 | $30.8 萬 | 0.01% | +20,119 | 新進 |
| Ellevest, Inc. | 20,616 | $31.6 萬 | 0.03% | +9,131+79.5% | 加碼 |
| Corient Capital Partners, LLC | 20,990 | $32.2 萬 | 0.02% | +5,788+38.1% | 加碼 |
| Colony Group LLC | 21,090 | $32.4 萬 | 0.01% | −230−1.1% | 減碼 |
| Spire Wealth Management | 21,171 | $32.5 萬 | 0.01% | −1,068−4.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 21,335 | $32.7 萬 | 0.00% | −590−2.7% | 減碼 |
| CAPROCK Group, Inc. | 21,973 | $33.7 萬 | 0.03% | +2,754+14.3% | 加碼 |
| KCS Wealth Advisory | 23,066 | $35.4 萬 | 0.17% | +11,290+95.9% | 加碼 |
| Signaturefd, LLC | 23,437 | $36.0 萬 | 0.01% | +1,620+7.4% | 加碼 |
| JustInvest LLC | 23,627 | $36.2 萬 | 0.04% | +116+0.5% | 加碼 |
| West Family Investments, Inc. | 24,639 | $37.8 萬 | 0.11% | +24,639 | 新進 |
| Campbell & CO Investment Adviser LLC | 26,900 | $38.1 萬 | 0.16% | −4,200−13.5% | 減碼 |
| Old National Bancorp | 24,869 | $38.1 萬 | 0.01% | −3,455−12.2% | 減碼 |
| FDx Advisors, Inc. | 25,118 | $38.5 萬 | 0.01% | +1,383+5.8% | 加碼 |
| Financial Counselors Inc | 25,234 | $38.7 萬 | 0.01% | −624−2.4% | 減碼 |
| Advisor Partners LLC | 25,308 | $38.8 萬 | 0.03% | +1,049+4.3% | 加碼 |
| Boston Private Wealth LLC | 25,354 | $38.9 萬 | 0.00% | −37,768−59.8% | 減碼 |
| Susquehanna International Securities, Ltd. | 26,866 | $41.2 萬 | 0.36% | −101,100−79.0% | 減碼 |
| Avantax Advisory Services, Inc. | 26,863 | $41.3 萬 | 0.01% | +26,863 | 新進 |
| Sawtooth Solutions, LLC | 26,979 | $41.4 萬 | 0.08% | +4,230+18.6% | 加碼 |
| American National Insurance Co | 27,120 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Winning Points Advisors, LLC | 27,089 | $41.6 萬 | 0.31% | 00.0% | 不變 |
| Virtu Financial LLC | 28,133 | $43.2 萬 | 0.04% | +51+0.2% | 加碼 |
| Lake Street Advisors Group, LLC | 25,842 | $44.1 萬 | 0.03% | +4,821+22.9% | 加碼 |
| Rehmann Capital Advisory Group | 29,157 | $44.6 萬 | 0.04% | −380−1.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,193 | $46.3 萬 | 0.01% | +30,193 | 新進 |
| Simplex Trading, LLC | 30,264 | $46.4 萬 | 0.02% | −11,867−28.2% | 減碼 |
| Gradient Investments LLC | 31,172 | $47.8 萬 | 0.01% | +1,083+3.6% | 加碼 |
| Moody National Bank Trust Division | 31,234 | $47.9 萬 | 0.01% | −29−0.1% | 減碼 |
| Fisher Asset Management, LLC | 31,933 | $49.0 萬 | 0.00% | +209+0.7% | 加碼 |
| Advisors Asset Management, Inc. | 32,426 | $49.7 萬 | 0.01% | +15,069+86.8% | 加碼 |
| Raymond James Trust N.A. | 32,945 | $50.5 萬 | 0.02% | −4,183−11.3% | 減碼 |
| Qtron Investments LLC | 35,565 | $54.5 萬 | 0.14% | −33,438−48.5% | 減碼 |
| Gabelli Funds LLC | 37,000 | $56.8 萬 | 0.00% | 00.0% | 不變 |
| Cullinan Associates Inc | 37,600 | $57.7 萬 | 0.03% | +27,600+276.0% | 加碼 |
| Banco Santander, S.A. | 41,745 | $59.1 萬 | 0.00% | −48,722−53.9% | 減碼 |
| Kestra Advisory Services, LLC | 39,324 | $60.3 萬 | 0.01% | +190+0.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 39,612 | $60.8 萬 | 0.04% | −915−2.3% | 減碼 |
| RBF Capital, LLC | 40,000 | $61.4 萬 | 0.03% | +40,000 | 新進 |
| Fifth Third Bancorp | 40,371 | $61.9 萬 | 0.00% | +1,602+4.1% | 加碼 |
| Qube Research & Technologies Ltd | 42,807 | $65.7 萬 | 0.01% | +42,807 | 新進 |
| HRT Financial LP | 43,054 | $66.0 萬 | 0.01% | +43,054 | 新進 |
| Park Avenue Securities LLC | 43,493 | $66.7 萬 | 0.01% | +3,623+9.1% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 45,021 | $68.9 萬 | 1.74% | 00.0% | 不變 |
| Veriti Management LLC | 45,115 | $69.2 萬 | 0.10% | +9,992+28.4% | 加碼 |
| SOL Capital Management CO | 45,180 | $69.3 萬 | 0.14% | −500−1.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 46,483 | $71.3 萬 | 0.51% | +1,408+3.1% | 加碼 |
| Pathstone Family Office, LLC | 47,047 | $72.1 萬 | 0.02% | +22,310+90.2% | 加碼 |
| Investors Research Corp | 47,259 | $72.5 萬 | 0.25% | 00.0% | 不變 |
| Greenleaf Trust | 47,453 | $72.8 萬 | 0.01% | +1,069+2.3% | 加碼 |
| Paloma Partners Management Co | 48,057 | $73.7 萬 | 0.02% | +29,618+160.6% | 加碼 |
| First Republic Investment Management, Inc. | 50,640 | $77.7 萬 | 0.00% | −15,537−23.5% | 減碼 |
| Atlas Capital Advisors LLC | 50,743 | $77.8 萬 | 0.13% | 00.0% | 不變 |
| US Bancorp | 50,835 | $78.1 萬 | 0.00% | −2,557−4.8% | 減碼 |
| Truist Financial Corp | 54,274 | $83.2 萬 | 0.00% | +7,487+16.0% | 加碼 |
| Thornburg Investment Management Inc | 56,540 | $86.7 萬 | 0.01% | 00.0% | 不變 |
| Sciencast Management LP | 59,363 | $89.0 萬 | 0.19% | +21,515+56.8% | 加碼 |
| Trexquant Investment LP | 58,406 | $89.6 萬 | 0.08% | +9,938+20.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 58,844 | $90.3 萬 | 0.00% | −1,150−1.9% | 減碼 |
| Janney Montgomery Scott LLC | 60,800 | $93.3 萬 | 0.00% | +4,385+7.8% | 加碼 |
| swisspartners Ltd. | 64,073 | $98.1 萬 | 0.70% | −2,609−3.9% | 減碼 |
| Jupiter Asset Management Ltd | 66,663 | $102.1 萬 | 0.01% | −1,504,455−95.8% | 減碼 |