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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 29,157 | $44.6 萬 | 0.04% | −380−1.3% | 減碼 |
| Lake Street Advisors Group, LLC | 25,842 | $44.1 萬 | 0.03% | +4,821+22.9% | 加碼 |
| Virtu Financial LLC | 28,133 | $43.2 萬 | 0.04% | +51+0.2% | 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 |
| Sawtooth Solutions, LLC | 26,979 | $41.4 萬 | 0.08% | +4,230+18.6% | 加碼 |
| Avantax Advisory Services, Inc. | 26,863 | $41.3 萬 | 0.01% | +26,863 | 新進 |
| Susquehanna International Securities, Ltd. | 26,866 | $41.2 萬 | 0.36% | −101,100−79.0% | 減碼 |
| Boston Private Wealth LLC | 25,354 | $38.9 萬 | 0.00% | −37,768−59.8% | 減碼 |
| Advisor Partners LLC | 25,308 | $38.8 萬 | 0.03% | +1,049+4.3% | 加碼 |
| Financial Counselors Inc | 25,234 | $38.7 萬 | 0.01% | −624−2.4% | 減碼 |
| FDx Advisors, Inc. | 25,118 | $38.5 萬 | 0.01% | +1,383+5.8% | 加碼 |
| 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 |
| West Family Investments, Inc. | 24,639 | $37.8 萬 | 0.11% | +24,639 | 新進 |
| JustInvest LLC | 23,627 | $36.2 萬 | 0.04% | +116+0.5% | 加碼 |
| Signaturefd, LLC | 23,437 | $36.0 萬 | 0.01% | +1,620+7.4% | 加碼 |
| KCS Wealth Advisory | 23,066 | $35.4 萬 | 0.17% | +11,290+95.9% | 加碼 |
| CAPROCK Group, Inc. | 21,973 | $33.7 萬 | 0.03% | +2,754+14.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 21,335 | $32.7 萬 | 0.00% | −590−2.7% | 減碼 |
| Spire Wealth Management | 21,171 | $32.5 萬 | 0.01% | −1,068−4.8% | 減碼 |
| Colony Group LLC | 21,090 | $32.4 萬 | 0.01% | −230−1.1% | 減碼 |
| Corient Capital Partners, LLC | 20,990 | $32.2 萬 | 0.02% | +5,788+38.1% | 加碼 |
| Ellevest, Inc. | 20,616 | $31.6 萬 | 0.03% | +9,131+79.5% | 加碼 |
| Jefferies Group LLC | 20,119 | $30.8 萬 | 0.01% | +20,119 | 新進 |
| Oppenheimer & Co Inc | 19,358 | $29.7 萬 | 0.01% | +49+0.3% | 加碼 |
| Longfellow Investment Management Co LLC | 19,080 | $29.3 萬 | 0.04% | −6,656−25.9% | 減碼 |
| Cetera Investment Advisers | 18,903 | $29.0 萬 | 0.00% | +7,772+69.8% | 加碼 |
| Creative Planning | 18,549 | $28.5 萬 | 0.00% | −5,172−21.8% | 減碼 |
| Comerica Securities,inc. | 18,288 | $28.1 萬 | 0.02% | −5,306−22.5% | 減碼 |
| 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 |
| AE Wealth Management LLC | 17,111 | $26.2 萬 | 0.00% | +2,050+13.6% | 加碼 |
| National Asset Management, Inc. | 16,772 | $25.8 萬 | 0.01% | −2,209−11.6% | 減碼 |
| Mariner, LLC | 16,160 | $24.8 萬 | 0.00% | +16,160 | 新進 |
| Commonwealth Equity Services, LLC | 15,944 | $24.4 萬 | 0.00% | +57+0.4% | 加碼 |
| Ballentine Partners, LLC | 15,787 | $24.2 萬 | 0.01% | +276+1.8% | 加碼 |
| Morningstar Investment Services LLC | 15,593 | $24.1 萬 | 0.00% | +2,979+23.6% | 加碼 |
| Prudential Financial Inc | 15,648 | $24.0 萬 | 0.00% | +48+0.3% | 加碼 |
| Clearstead Advisors, LLC | 15,571 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Interchange Capital Partners, LLC | 14,910 | $22.8 萬 | 0.35% | +5,658+61.2% | 加碼 |
| Bellecapital International Ltd. | 14,629 | $22.4 萬 | 0.07% | 00.0% | 不變 |
| Synovus Financial Corp | 14,697 | $22.3 萬 | 0.00% | −180−1.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 14,370 | $22.0 萬 | 0.00% | −4,221−22.7% | 減碼 |
| Quadrant Capital Group LLC | 14,281 | $21.9 萬 | 0.03% | −773−5.1% | 減碼 |
| Sage Rhino Capital LLC | 13,934 | $21.4 萬 | 0.06% | +1,204+9.5% | 加碼 |
| Bayesian Capital Management, LP | 13,700 | $21.0 萬 | 0.05% | −9,100−39.9% | 減碼 |
| TD Ameritrade Investment Management, LLC | 13,380 | $20.5 萬 | 0.00% | +3,557+36.2% | 加碼 |
| Private Capital Group, LLC | 13,003 | $20.0 萬 | 0.05% | +3,051+30.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 12,934 | $19.8 萬 | 0.00% | +500+4.0% | 加碼 |
| GWM Advisors LLC | 12,736 | $19.5 萬 | 0.01% | +14+0.1% | 加碼 |
| Pinnacle Associates Ltd | 12,641 | $19.4 萬 | 0.00% | +12,641 | 新進 |
| 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 |
| Financial Perspectives, Inc | 12,500 | $19.2 萬 | 0.09% | −181,625−93.6% | 減碼 |
| Glenmede Trust Co NA | 12,407 | $19.0 萬 | 0.00% | +1,665+15.5% | 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 |
| Regions Financial Corp | 12,137 | $18.6 萬 | 0.00% | +2,013+19.9% | 加碼 |
| M&T Bank Corp | 11,455 | $17.6 萬 | 0.00% | +108+1.0% | 加碼 |
| SG Americas Securities, LLC | 11,496 | $17.6 萬 | 0.00% | +200+1.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,383 | $17.4 萬 | 0.00% | −266,962−95.9% | 減碼 |
| Blume Capital Management, Inc. | 11,300 | $17.3 萬 | 0.06% | −200−1.7% | 減碼 |
| Great Lakes Advisors, LLC | 11,258 | $17.3 萬 | 0.00% | +61+0.5% | 加碼 |
| First City Capital Management, Inc. | 10,059 | $17.2 萬 | 0.09% | 00.0% | 不變 |
| Cozad Asset Management Inc | 10,990 | $16.9 萬 | 0.03% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 10,998 | $16.9 萬 | 0.02% | 00.0% | 不變 |
| Commerce Bank | 10,970 | $16.9 萬 | 0.00% | +716+7.0% | 加碼 |
| Lindbrook Capital, LLC | 10,942 | $16.8 萬 | 0.04% | −43−0.4% | 減碼 |
| Kore Private Wealth LLC | 10,811 | $16.6 萬 | 0.02% | +10,811 | 新進 |
| Ritholtz Wealth Management | 10,631 | $16.3 萬 | 0.01% | −1,265−10.6% | 減碼 |
| JFS Wealth Advisors, LLC | 10,511 | $16.1 萬 | 0.02% | +247+2.4% | 加碼 |
| Gitterman Wealth Management, LLC | 10,517 | $16.1 萬 | 0.13% | +10,517 | 新進 |
| Clarius Group, LLC | 10,440 | $16.0 萬 | 0.01% | +10,440 | 新進 |
| Checchi Capital Advisers, LLC | 10,385 | $15.9 萬 | 0.02% | +290+2.9% | 加碼 |
| Cutler Group LP | 10,345 | $15.8 萬 | 0.01% | +10,345 | 新進 |
| Evergreen Capital Management LLC | 10,265 | $15.7 萬 | 0.01% | +10,265 | 新進 |
| PDS Planning, Inc | 10,084 | $15.5 萬 | 0.04% | +10,084 | 新進 |
| Diligent Investors, LLC | 10,000 | $15.3 萬 | 0.05% | 00.0% | 不變 |
| Harbor Advisors LLC | 10,000 | $15.3 萬 | 0.03% | 00.0% | 不變 |
| American Portfolios Advisors | 8,583 | $13.2 萬 | 0.01% | +2,027+30.9% | 加碼 |
| Parallel Advisors, LLC | 6,681 | $10.2 萬 | 0.00% | +382+6.1% | 加碼 |
| HHM Wealth Advisors, LLC | 6,500 | $10.0 萬 | 0.03% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 6,232 | $9.56 萬 | 0.00% | +188+3.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 6,117 | $9.40 萬 | 0.01% | +6,117 | 新進 |
| Fieldpoint Private Securities, LLC | 4,860 | $8.20 萬 | 0.02% | +210+4.5% | 加碼 |
| JBF Capital, Inc. | 5,000 | $7.70 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,300 | $6.70 萬 | 0.00% | −37−0.9% | 減碼 |
| AdvisorNet Financial, Inc | 3,785 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 3,663 | $5.62 萬 | 0.00% | +1,710+87.6% | 加碼 |
| Huntington National Bank | 3,511 | $5.40 萬 | 0.00% | +193+5.8% | 加碼 |
| Brown Brothers Harriman & Co | 3,138 | $4.80 萬 | 0.00% | +193+6.6% | 加碼 |
| Bessemer Group Inc | 3,046 | $4.70 萬 | 0.00% | +971+46.8% | 加碼 |
| Jones Financial Companies LLLP | 2,993 | $4.60 萬 | 0.00% | +134+4.7% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,688 | $4.12 萬 | 0.05% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 2,643 | $4.05 萬 | 0.00% | −26,841−91.0% | 減碼 |