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 3 季 13F 持有人
UBS Group AG 在 2021/9/30 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
- 360
- 較 2021 年第 2 季 0 家
- 持有股數
- 13.3 億
- 較 2021 年第 2 季 +4,529 萬 (+3.5%)
- 總市值
- $212.0 億
- 較 2021 年第 2 季 +$15.6 億 (+7.9%)
- 新進機構
- 38
- 另有 143 家加碼
- 清倉機構
- 38
- 另有 115 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 11,572 | $18.5 萬 | 0.02% | +1,132+10.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 11,638 | $18.6 萬 | 0.00% | −1,296−10.0% | 減碼 |
| Commonwealth Equity Services, LLC | 11,834 | $18.8 萬 | 0.00% | −4,110−25.8% | 減碼 |
| Bridgefront Capital, LLC | 11,821 | $18.8 萬 | 0.20% | −3,490−22.8% | 減碼 |
| Bokf, NA | 11,779 | $18.8 萬 | 0.00% | +11,779 | 新進 |
| GWM Advisors LLC | 12,013 | $19.1 萬 | 0.00% | −723−5.7% | 減碼 |
| Gitterman Wealth Management, LLC | 11,959 | $19.1 萬 | 0.15% | +1,442+13.7% | 加碼 |
| Claraphi Advisory Network, LLC | 12,300 | $19.6 萬 | 0.07% | 00.0% | 不變 |
| Glenmede Trust Co NA | 12,411 | $19.7 萬 | 0.00% | +40.0% | 加碼 |
| Stephens Inc | 12,420 | $19.8 萬 | 0.00% | −190−1.5% | 減碼 |
| Pinnacle Associates Ltd | 12,641 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 12,897 | $20.6 萬 | 0.11% | +293+2.3% | 加碼 |
| Baker Ellis Asset Management LLC | 12,300 | $20.6 萬 | 0.04% | 00.0% | 不變 |
| Virtu Financial LLC | 14,038 | $22.4 萬 | 0.02% | −14,095−50.1% | 減碼 |
| Cedar Brook Financial Partners, LLC | 14,109 | $22.5 萬 | 0.07% | −3,534−20.0% | 減碼 |
| swisspartners Advisors Ltd | 14,000 | $22.5 萬 | 0.16% | +14,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 14,742 | $23.5 萬 | 0.00% | +3,359+29.5% | 加碼 |
| AE Wealth Management LLC | 14,795 | $23.6 萬 | 0.00% | −2,316−13.5% | 減碼 |
| JB Capital LLC | 14,788 | $23.6 萬 | 0.03% | +14,788 | 新進 |
| Interchange Capital Partners, LLC | 14,910 | $23.7 萬 | 0.40% | 00.0% | 不變 |
| Synovus Financial Corp | 14,674 | $23.7 萬 | 0.00% | −23−0.2% | 減碼 |
| Sage Rhino Capital LLC | 14,909 | $23.8 萬 | 0.07% | +975+7.0% | 加碼 |
| qPULA Trading Management LP | 14,971 | $23.9 萬 | 0.37% | +14,971 | 新進 |
| Private Capital Group, LLC | 15,218 | $24.3 萬 | 0.05% | +2,215+17.0% | 加碼 |
| Prudential Financial Inc | 15,338 | $25.1 萬 | 0.00% | −310−2.0% | 減碼 |
| Ballentine Partners, LLC | 15,787 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Bellecapital International Ltd. | 15,689 | $25.2 萬 | 0.08% | +1,060+7.2% | 加碼 |
| Quadrant Capital Group LLC | 16,795 | $26.8 萬 | 0.04% | +2,514+17.6% | 加碼 |
| Clearstead Advisors, LLC | 16,916 | $27.0 萬 | 0.02% | +1,345+8.6% | 加碼 |
| CAPROCK Group, Inc. | 17,172 | $27.4 萬 | 0.02% | −4,801−21.8% | 減碼 |
| Beach Investment Counsel Inc | 17,650 | $28.1 萬 | 0.03% | 00.0% | 不變 |
| Ethic Inc. | 17,703 | $28.2 萬 | 0.03% | −54,859−75.6% | 減碼 |
| Comerica Securities,inc. | 17,998 | $28.7 萬 | 0.02% | −290−1.6% | 減碼 |
| Boston Private Wealth LLC | 18,279 | $29.2 萬 | 0.00% | −7,075−27.9% | 減碼 |
| National Asset Management, Inc. | 18,409 | $29.4 萬 | 0.01% | +1,637+9.8% | 加碼 |
| Mariner, LLC | 18,580 | $29.6 萬 | 0.00% | +2,420+15.0% | 加碼 |
| Morningstar Investment Services LLC | 18,910 | $30.5 萬 | 0.00% | +3,317+21.3% | 加碼 |
| Oppenheimer & Co Inc | 19,358 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Csenge Advisory Group | 19,396 | $30.9 萬 | 0.03% | +4,224+27.8% | 加碼 |
| Studio Investment Management LLC | 19,818 | $31.6 萬 | 0.14% | +19,818 | 新進 |
| Cresset Asset Management, LLC | 20,242 | $32.3 萬 | 0.00% | +20,242 | 新進 |
| Cetera Investment Advisers | 21,026 | $33.5 萬 | 0.01% | +2,123+11.2% | 加碼 |
| Colony Group LLC | 21,415 | $34.1 萬 | 0.01% | +325+1.5% | 加碼 |
| Spire Wealth Management | 21,546 | $34.3 萬 | 0.01% | +375+1.8% | 加碼 |
| Cullinan Associates Inc | 22,000 | $35.1 萬 | 0.02% | −15,600−41.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 22,918 | $36.5 萬 | 0.00% | +1,583+7.4% | 加碼 |
| Rockefeller Capital Management L.P. | 23,310 | $37.0 萬 | 0.00% | +21,225+1,018.0% | 加碼 |
| Group One Trading, L.P. | 23,979 | $38.2 萬 | 0.01% | +23,979 | 新進 |
| Old National Bancorp | 24,046 | $38.3 萬 | 0.01% | −823−3.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 24,110 | $38.8 萬 | 0.01% | +24,110 | 新進 |
| American Trust Investment Advisors, LLC | 24,710 | $39.4 萬 | 0.22% | +24,710 | 新進 |
| Advisor Partners LLC | 25,132 | $40.1 萬 | 0.03% | −176−0.7% | 減碼 |
| Financial Counselors Inc | 25,234 | $40.2 萬 | 0.01% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 25,534 | $40.7 萬 | 0.03% | +4,544+21.6% | 加碼 |
| West Family Investments, Inc. | 25,571 | $40.8 萬 | 0.11% | +932+3.8% | 加碼 |
| Fisher Asset Management, LLC | 26,370 | $42.0 萬 | 0.00% | −5,563−17.4% | 減碼 |
| American National Insurance Co | 27,120 | $43.2 萬 | 0.02% | 00.0% | 不變 |
| Winning Points Advisors, LLC | 27,202 | $43.3 萬 | 0.33% | +113+0.4% | 加碼 |
| FDx Advisors, Inc. | 27,705 | $44.2 萬 | 0.01% | +2,587+10.3% | 加碼 |
| Creative Planning | 28,455 | $45.4 萬 | 0.00% | +9,906+53.4% | 加碼 |
| JustInvest LLC | 29,233 | $46.6 萬 | 0.04% | +5,606+23.7% | 加碼 |
| Signaturefd, LLC | 29,322 | $46.7 萬 | 0.02% | +5,885+25.1% | 加碼 |
| Simplex Trading, LLC | 30,264 | $46.8 萬 | 0.02% | 00.0% | 不變 |
| Gradient Investments LLC | 29,907 | $47.7 萬 | 0.01% | −1,265−4.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 29,863 | $48.1 萬 | 0.01% | −182,085−85.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,193 | $48.1 萬 | 0.01% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 30,971 | $49.4 萬 | 0.08% | +3,992+14.8% | 加碼 |
| Trexquant Investment LP | 31,219 | $49.8 萬 | 0.04% | −27,187−46.5% | 減碼 |
| Moody National Bank Trust Division | 31,264 | $49.9 萬 | 0.01% | +30+0.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 31,421 | $50.1 萬 | 0.01% | −68,381−68.5% | 減碼 |
| Raymond James Trust N.A. | 33,422 | $53.2 萬 | 0.02% | +477+1.4% | 加碼 |
| Rehmann Capital Advisory Group | 34,449 | $55.1 萬 | 0.05% | +5,292+18.2% | 加碼 |
| Kestra Advisory Services, LLC | 35,169 | $56.1 萬 | 0.01% | −4,155−10.6% | 減碼 |
| Qtron Investments LLC | 35,565 | $57.2 萬 | 0.15% | 00.0% | 不變 |
| PEAK6 Investments LLC | 36,923 | $58.9 萬 | 0.01% | +36,923 | 新進 |
| Gabelli Funds LLC | 37,000 | $59.0 萬 | 0.00% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 40,134 | $64.0 萬 | 0.04% | +522+1.3% | 加碼 |
| Fifth Third Bancorp | 40,997 | $65.3 萬 | 0.00% | +626+1.6% | 加碼 |
| Advisors Asset Management, Inc. | 41,719 | $66.5 萬 | 0.01% | +9,293+28.7% | 加碼 |
| HighTower Advisors, LLC | 41,791 | $66.6 萬 | 0.00% | −132,489−76.0% | 減碼 |
| Centiva Capital, LP | 41,934 | $66.8 萬 | 0.05% | +41,934 | 新進 |
| SOL Capital Management CO | 44,680 | $71.2 萬 | 0.14% | −500−1.1% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 45,021 | $72.3 萬 | 1.93% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 47,155 | $75.2 萬 | 0.54% | +672+1.4% | 加碼 |
| Investors Research Corp | 47,259 | $75.3 萬 | 0.25% | 00.0% | 不變 |
| Greenleaf Trust | 47,522 | $75.8 萬 | 0.01% | +69+0.1% | 加碼 |
| Banco Santander, S.A. | 52,394 | $78.5 萬 | 0.00% | +10,649+25.5% | 加碼 |
| Park Avenue Securities LLC | 50,096 | $79.9 萬 | 0.02% | +6,603+15.2% | 加碼 |
| Veriti Management LLC | 50,342 | $80.2 萬 | 0.11% | +5,227+11.6% | 加碼 |
| First Republic Investment Management, Inc. | 50,570 | $80.6 萬 | 0.00% | −70−0.1% | 減碼 |
| Atlas Capital Advisors LLC | 51,396 | $81.9 萬 | 0.13% | +653+1.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 51,991 | $83.6 萬 | 0.00% | +37,621+261.8% | 加碼 |
| Truist Financial Corp | 54,740 | $87.2 萬 | 0.00% | +466+0.9% | 加碼 |
| US Bancorp | 56,143 | $89.5 萬 | 0.00% | +5,308+10.4% | 加碼 |
| Thornburg Investment Management Inc | 56,540 | $90.1 萬 | 0.01% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 58,899 | $94.7 萬 | 0.01% | −7,764−11.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 59,652 | $95.1 萬 | 0.00% | +808+1.4% | 加碼 |
| KCS Wealth Advisory | 61,557 | $98.1 萬 | 0.46% | +38,491+166.9% | 加碼 |
| swisspartners Ltd. | 62,573 | $100.7 萬 | 0.78% | −1,500−2.3% | 減碼 |
| Janney Montgomery Scott LLC | 67,499 | $107.6 萬 | 0.00% | +6,699+11.0% | 加碼 |