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 |
|---|---|---|---|---|---|
| Creative Planning | 28,455 | $45.4 萬 | 0.00% | +9,906+53.4% | 加碼 |
| FDx Advisors, Inc. | 27,705 | $44.2 萬 | 0.01% | +2,587+10.3% | 加碼 |
| Winning Points Advisors, LLC | 27,202 | $43.3 萬 | 0.33% | +113+0.4% | 加碼 |
| American National Insurance Co | 27,120 | $43.2 萬 | 0.02% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 26,370 | $42.0 萬 | 0.00% | −5,563−17.4% | 減碼 |
| West Family Investments, Inc. | 25,571 | $40.8 萬 | 0.11% | +932+3.8% | 加碼 |
| Corient Capital Partners, LLC | 25,534 | $40.7 萬 | 0.03% | +4,544+21.6% | 加碼 |
| Financial Counselors Inc | 25,234 | $40.2 萬 | 0.01% | 00.0% | 不變 |
| Advisor Partners LLC | 25,132 | $40.1 萬 | 0.03% | −176−0.7% | 減碼 |
| American Trust Investment Advisors, LLC | 24,710 | $39.4 萬 | 0.22% | +24,710 | 新進 |
| Susquehanna Fundamental Investments, LLC | 24,110 | $38.8 萬 | 0.01% | +24,110 | 新進 |
| Old National Bancorp | 24,046 | $38.3 萬 | 0.01% | −823−3.3% | 減碼 |
| Group One Trading, L.P. | 23,979 | $38.2 萬 | 0.01% | +23,979 | 新進 |
| Rockefeller Capital Management L.P. | 23,310 | $37.0 萬 | 0.00% | +21,225+1,018.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,918 | $36.5 萬 | 0.00% | +1,583+7.4% | 加碼 |
| Cullinan Associates Inc | 22,000 | $35.1 萬 | 0.02% | −15,600−41.5% | 減碼 |
| Spire Wealth Management | 21,546 | $34.3 萬 | 0.01% | +375+1.8% | 加碼 |
| Colony Group LLC | 21,415 | $34.1 萬 | 0.01% | +325+1.5% | 加碼 |
| Cetera Investment Advisers | 21,026 | $33.5 萬 | 0.01% | +2,123+11.2% | 加碼 |
| Cresset Asset Management, LLC | 20,242 | $32.3 萬 | 0.00% | +20,242 | 新進 |
| Studio Investment Management LLC | 19,818 | $31.6 萬 | 0.14% | +19,818 | 新進 |
| 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 |
| Morningstar Investment Services LLC | 18,910 | $30.5 萬 | 0.00% | +3,317+21.3% | 加碼 |
| Mariner, LLC | 18,580 | $29.6 萬 | 0.00% | +2,420+15.0% | 加碼 |
| National Asset Management, Inc. | 18,409 | $29.4 萬 | 0.01% | +1,637+9.8% | 加碼 |
| Boston Private Wealth LLC | 18,279 | $29.2 萬 | 0.00% | −7,075−27.9% | 減碼 |
| Comerica Securities,inc. | 17,998 | $28.7 萬 | 0.02% | −290−1.6% | 減碼 |
| Ethic Inc. | 17,703 | $28.2 萬 | 0.03% | −54,859−75.6% | 減碼 |
| Beach Investment Counsel Inc | 17,650 | $28.1 萬 | 0.03% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 17,172 | $27.4 萬 | 0.02% | −4,801−21.8% | 減碼 |
| Clearstead Advisors, LLC | 16,916 | $27.0 萬 | 0.02% | +1,345+8.6% | 加碼 |
| Quadrant Capital Group LLC | 16,795 | $26.8 萬 | 0.04% | +2,514+17.6% | 加碼 |
| 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 |
| Prudential Financial Inc | 15,338 | $25.1 萬 | 0.00% | −310−2.0% | 減碼 |
| Private Capital Group, LLC | 15,218 | $24.3 萬 | 0.05% | +2,215+17.0% | 加碼 |
| qPULA Trading Management LP | 14,971 | $23.9 萬 | 0.37% | +14,971 | 新進 |
| Sage Rhino Capital LLC | 14,909 | $23.8 萬 | 0.07% | +975+7.0% | 加碼 |
| 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 |
| 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 |
| Northwestern Mutual Wealth Management Co | 14,742 | $23.5 萬 | 0.00% | +3,359+29.5% | 加碼 |
| 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 |
| Virtu Financial LLC | 14,038 | $22.4 萬 | 0.02% | −14,095−50.1% | 減碼 |
| 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 |
| Pinnacle Associates Ltd | 12,641 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 12,420 | $19.8 萬 | 0.00% | −190−1.5% | 減碼 |
| Glenmede Trust Co NA | 12,411 | $19.7 萬 | 0.00% | +40.0% | 加碼 |
| Claraphi Advisory Network, LLC | 12,300 | $19.6 萬 | 0.07% | 00.0% | 不變 |
| 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 |
| 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 |
| Cullen/Frost Bankers, Inc. | 11,638 | $18.6 萬 | 0.00% | −1,296−10.0% | 減碼 |
| Clarius Group, LLC | 11,572 | $18.5 萬 | 0.02% | +1,132+10.8% | 加碼 |
| M&T Bank Corp | 11,500 | $18.3 萬 | 0.00% | +45+0.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 11,363 | $18.1 萬 | 0.02% | +365+3.3% | 加碼 |
| Lindbrook Capital, LLC | 11,295 | $18.0 萬 | 0.05% | +353+3.2% | 加碼 |
| Great Lakes Advisors, LLC | 11,258 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Cozad Asset Management Inc | 10,990 | $17.5 萬 | 0.03% | 00.0% | 不變 |
| Ritholtz Wealth Management | 10,975 | $17.5 萬 | 0.01% | +344+3.2% | 加碼 |
| Commerce Bank | 10,929 | $17.4 萬 | 0.00% | −41−0.4% | 減碼 |
| JFS Wealth Advisors, LLC | 10,797 | $17.2 萬 | 0.02% | +286+2.7% | 加碼 |
| Checchi Capital Advisers, LLC | 10,798 | $17.2 萬 | 0.02% | +413+4.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 10,529 | $16.8 萬 | 0.02% | +10,529 | 新進 |
| Regions Financial Corp | 10,403 | $16.6 萬 | 0.00% | −1,734−14.3% | 減碼 |
| PDS Planning, Inc | 10,339 | $16.5 萬 | 0.04% | +255+2.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 10,261 | $16.4 萬 | 0.00% | +10,261 | 新進 |
| Evergreen Capital Management LLC | 10,083 | $16.1 萬 | 0.01% | −182−1.8% | 減碼 |
| Harbor Advisors LLC | 10,000 | $16.1 萬 | 0.03% | 00.0% | 不變 |
| Diligent Investors, LLC | 10,000 | $15.3 萬 | 0.05% | 00.0% | 不變 |
| American Portfolios Advisors | 9,034 | $14.4 萬 | 0.01% | +451+5.3% | 加碼 |
| Parallel Advisors, LLC | 8,987 | $14.3 萬 | 0.01% | +2,306+34.5% | 加碼 |
| Blume Capital Management, Inc. | 8,000 | $12.8 萬 | 0.05% | −3,300−29.2% | 減碼 |
| HHM Wealth Advisors, LLC | 6,500 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 6,218 | $9.91 萬 | 0.00% | −14−0.2% | 減碼 |
| Fieldpoint Private Securities, LLC | 5,316 | $8.50 萬 | 0.02% | +456+9.4% | 加碼 |
| IFP Advisors, Inc | 4,482 | $7.50 萬 | 0.00% | +182+4.2% | 加碼 |
| JBF Capital, Inc. | 4,500 | $7.20 萬 | 0.02% | −500−10.0% | 減碼 |
| Huntington National Bank | 4,094 | $6.50 萬 | 0.00% | +583+16.6% | 加碼 |
| Koshinski Asset Management, Inc. | 3,808 | $6.07 萬 | 0.01% | +3,808 | 新進 |
| AdvisorNet Financial, Inc | 3,785 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 3,663 | $5.84 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,138 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,991 | $4.80 萬 | 0.00% | −2−0.1% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,688 | $4.31 萬 | 0.05% | 00.0% | 不變 |
| Bessemer Group Inc | 2,655 | $4.20 萬 | 0.00% | −391−12.8% | 減碼 |
| Assetmark, Inc | 2,648 | $4.20 萬 | 0.00% | +1,121+73.4% | 加碼 |
| Rosenberg Matthew Hamilton | 2,568 | $4.10 萬 | 0.02% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,427 | $3.90 萬 | 0.01% | +352+17.0% | 加碼 |
| Accel Wealth Management | 2,068 | $3.30 萬 | 0.02% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 1,988 | $3.20 萬 | 0.01% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 1,953 | $3.10 萬 | 0.00% | −26−1.3% | 減碼 |
| Meeder Asset Management Inc | 1,873 | $3.00 萬 | 0.00% | +26+1.4% | 加碼 |
| Advanced Research Investment Solutions, LLC | 1,817 | $2.90 萬 | 0.01% | +1,817 | 新進 |