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。
2023 年第 1 季 13F 持有人
UBS Group AG 在 2023/3/31 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
- 438
- 較 2022 年第 4 季 +67 家
- 持有股數
- 14.2 億
- 較 2022 年第 4 季 +1.57 億 (+12.4%)
- 總市值
- $300.5 億
- 較 2022 年第 4 季 +$64.8 億 (+27.5%)
- 新進機構
- 99
- 另有 130 家加碼
- 清倉機構
- 32
- 另有 166 家減碼
另有 7 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 10,998 | $23.5 萬 | 0.07% | +233+2.2% | 加碼 |
| Lindbrook Capital, LLC | 11,212 | $23.9 萬 | 0.03% | −5,209−31.7% | 減碼 |
| Synovus Financial Corp | 11,307 | $24.1 萬 | 0.00% | −977−8.0% | 減碼 |
| Ethic Inc. | 11,402 | $24.3 萬 | 0.01% | −5,304−31.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 11,430 | $24.4 萬 | 0.08% | +11,430 | 新進 |
| MAI Capital Management | 11,436 | $24.4 萬 | 0.00% | +11,436 | 新進 |
| Shilanski & Associates, Inc. | 11,790 | $24.5 萬 | 0.11% | +62+0.5% | 加碼 |
| Pictet & Cie (Europe) SA | 11,666 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| PDS Planning, Inc | 11,681 | $24.9 萬 | 0.03% | +11,681 | 新進 |
| Capital Asset Advisory Services LLC | 11,723 | $25.0 萬 | 0.02% | −2,543−17.8% | 減碼 |
| Valeo Financial Advisors, LLC | 12,225 | $26.1 萬 | 0.01% | +12,225 | 新進 |
| Guggenheim Capital LLC | 12,327 | $26.3 萬 | 0.00% | +12,327 | 新進 |
| Integrated Investment Consultants, LLC | 12,371 | $26.4 萬 | 0.08% | +12,371 | 新進 |
| Comerica Securities,inc. | 12,517 | $26.7 萬 | 0.02% | −3,027−19.5% | 減碼 |
| Compton Wealth Advisory Group, LLC | 12,591 | $26.9 萬 | 0.09% | −523−4.0% | 減碼 |
| Ascent Group, LLC | 12,999 | $27.7 萬 | 0.03% | +389+3.1% | 加碼 |
| Pinnacle Associates Ltd | 13,019 | $27.8 萬 | 0.01% | +378+3.0% | 加碼 |
| Tudor Investment Corp Et Al | 13,041 | $27.8 萬 | 0.01% | +13,041 | 新進 |
| Soltis Investment Advisors LLC | 13,072 | $27.9 萬 | 0.04% | −2,579−16.5% | 減碼 |
| Seed Wealth Management, Inc. | 13,135 | $28.0 萬 | 0.32% | 00.0% | 不變 |
| Prudential Financial Inc | 17,785 | $28.7 萬 | 0.00% | −291−1.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,452 | $28.7 萬 | 0.00% | +13,452 | 新進 |
| First National Bank of Hutchinson | 13,791 | $29.4 萬 | 0.23% | +549+4.1% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $29.5 萬 | 0.25% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 13,954 | $29.8 萬 | 0.18% | +3,150+29.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 14,291 | $30.5 萬 | 0.04% | +14,291 | 新進 |
| Bleakley Financial Group, LLC | 14,346 | $30.6 萬 | 0.01% | +806+6.0% | 加碼 |
| Sawtooth Solutions, LLC | 14,346 | $30.6 萬 | 0.01% | +14,346 | 新進 |
| Susquehanna International Group Ltd. | 14,508 | $31.0 萬 | 0.18% | −4,305−22.9% | 減碼 |
| Fisher Asset Management, LLC | 14,522 | $31.0 萬 | 0.00% | −5,074−25.9% | 減碼 |
| Two Sigma Securities, LLC | 14,938 | $31.9 萬 | 0.03% | +14,938 | 新進 |
| Powell Investment Advisors, LLC | 15,000 | $32.0 萬 | 0.18% | +15,000 | 新進 |
| Ballentine Partners, LLC | 15,076 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 15,289 | $32.6 萬 | 0.16% | −3,351−18.0% | 減碼 |
| Clearstead Advisors, LLC | 15,571 | $33.2 萬 | 0.02% | −1,345−8.0% | 減碼 |
| Checchi Capital Advisers, LLC | 15,875 | $33.9 萬 | 0.03% | −368−2.3% | 減碼 |
| Fulton Bank, N.A. | 16,008 | $34.2 萬 | 0.02% | +16,008 | 新進 |
| We Are One Seven, LLC | 16,316 | $34.8 萬 | 0.02% | +16,316 | 新進 |
| Sage Rhino Capital LLC | 16,421 | $35.0 萬 | 0.10% | +30+0.2% | 加碼 |
| Colony Group LLC | 16,750 | $35.7 萬 | 0.01% | −2,450−12.8% | 減碼 |
| Zhang Financial LLC | 16,810 | $35.9 萬 | 0.04% | −806−4.6% | 減碼 |
| American Trust Investment Advisors, LLC | 17,040 | $36.4 萬 | 0.22% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 17,146 | $36.6 萬 | 0.22% | −740−4.1% | 減碼 |
| M&T Bank Corp | 17,242 | $36.8 萬 | 0.00% | −1,811−9.5% | 減碼 |
| Glenmede Trust Co NA | 17,484 | $37.3 萬 | 0.00% | +2,807+19.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 17,792 | $38.0 萬 | 0.03% | +3,278+22.6% | 加碼 |
| GWM Advisors LLC | 18,449 | $39.4 萬 | 0.00% | +7,182+63.7% | 加碼 |
| Strategic Global Advisors, LLC | 19,284 | $41.2 萬 | 0.07% | +19,284 | 新進 |
| Gradient Investments LLC | 20,186 | $43.1 萬 | 0.01% | −2,539−11.2% | 減碼 |
| Studio Investment Management LLC | 20,237 | $43.2 萬 | 0.13% | −2,549−11.2% | 減碼 |
| Sciencast Management LP | 22,900 | $43.8 萬 | 0.58% | +22,900 | 新進 |
| Mount Yale Investment Advisors, LLC | 20,892 | $44.6 萬 | 0.05% | +2,142+11.4% | 加碼 |
| Spire Wealth Management | 21,480 | $45.8 萬 | 0.02% | −3,920−15.4% | 減碼 |
| Charles Schwab Investment Management Inc | 21,645 | $46.2 萬 | 0.00% | +5,940+37.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 21,688 | $46.3 萬 | 0.00% | −45,108−67.5% | 減碼 |
| Verition Fund Management LLC | 21,953 | $46.8 萬 | 0.01% | +10,166+86.2% | 加碼 |
| Evergreen Capital Management LLC | 22,072 | $47.1 萬 | 0.02% | +2,339+11.9% | 加碼 |
| Boston Private Wealth LLC | 22,264 | $47.5 萬 | 0.01% | +164+0.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,411 | $47.8 萬 | 0.00% | −93−0.4% | 減碼 |
| Commonwealth Equity Services, LLC | 23,707 | $50.5 萬 | 0.00% | +1,415+6.3% | 加碼 |
| Deuterium Capital Management, LLC | 26,180 | $50.5 萬 | 0.85% | +9,301+55.1% | 加碼 |
| Jefferies Financial Group Inc. | 24,011 | $51.2 萬 | 0.01% | +24,011 | 新進 |
| Financial Counselors Inc | 24,257 | $51.8 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 24,660 | $52.6 萬 | 0.01% | +2,021+8.9% | 加碼 |
| Polar Capital Holdings Plc | 25,000 | $53.4 萬 | 0.00% | −601,773−96.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 25,579 | $54.6 萬 | 0.00% | +7,376+40.5% | 加碼 |
| Aj Wealth Strategies, LLC | 25,893 | $55.3 萬 | 0.03% | +25,893 | 新進 |
| Sequoia Financial Advisors, LLC | 26,160 | $55.8 萬 | 0.01% | +521+2.0% | 加碼 |
| Kathmere Capital Management, LLC | 26,248 | $56.0 萬 | 0.09% | +5,076+24.0% | 加碼 |
| Cerity Partners LLC | 26,388 | $56.3 萬 | 0.00% | +6,861+35.1% | 加碼 |
| TownSquare Capital, LLC | 26,705 | $57.0 萬 | 0.01% | +1,497+5.9% | 加碼 |
| Capital Wealth Planning, LLC | 26,829 | $57.3 萬 | 0.01% | +26,829 | 新進 |
| Penserra Capital Management LLC | 26,997 | $57.5 萬 | 0.01% | +19,508+260.5% | 加碼 |
| Cookson Peirce & Co Inc | 27,382 | $58.4 萬 | 0.04% | −1,685−5.8% | 減碼 |
| Ronald Blue Trust, Inc. | 31,469 | $58.8 萬 | 0.01% | +5,453+21.0% | 加碼 |
| National Bank of Canada | 27,965 | $59.3 萬 | 0.00% | −514,177−94.8% | 減碼 |
| Atlas Capital Advisors LLC | 27,856 | $59.4 萬 | 0.09% | −148−0.5% | 減碼 |
| Eqis Capital Management, Inc. | 28,213 | $60.2 萬 | 0.07% | −19,310−40.6% | 減碼 |
| Cordatus Wealth Management LLC | 28,355 | $60.5 萬 | 0.77% | +28,355 | 新進 |
| HighTower Advisors, LLC | 28,737 | $61.2 萬 | 0.00% | −4,961−14.7% | 減碼 |
| Advisors Capital Management, LLC | 28,680 | $61.2 萬 | 0.02% | +28,680 | 新進 |
| Amia Capital LLP | 30,000 | $63.3 萬 | 1.72% | +30,000 | 新進 |
| ABN AMRO Bank N.V. | 30,026 | $63.4 萬 | 0.01% | +30,026 | 新進 |
| Axq Capital, LP | 29,800 | $63.6 萬 | 0.25% | +29,800 | 新進 |
| Quadrant Capital Group LLC | 30,031 | $64.1 萬 | 0.07% | +1,911+6.8% | 加碼 |
| Cetera Investment Advisers | 30,108 | $64.3 萬 | 0.01% | −2,730−8.3% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 31,668 | $65.1 萬 | 1.66% | −1,560−4.7% | 減碼 |
| MML Investors Services, LLC | 31,343 | $66.9 萬 | 0.00% | −10,819−25.7% | 減碼 |
| Vise Technologies, Inc. | 31,627 | $67.5 萬 | 0.18% | +4,409+16.2% | 加碼 |
| Horizon Investments, LLC | 32,050 | $68.4 萬 | 0.02% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 32,227 | $68.8 萬 | 0.04% | +1,166+3.8% | 加碼 |
| Rehmann Capital Advisory Group | 32,332 | $69.0 萬 | 0.06% | −3,547−9.9% | 減碼 |
| Prospera Financial Services Inc | 32,769 | $69.9 萬 | 0.03% | +32,769 | 新進 |
| Cutler Group LP | 32,932 | $70.2 萬 | 0.11% | +32,932 | 新進 |
| Morningstar Investment Services LLC | 34,722 | $70.6 萬 | 0.01% | +1,920+5.9% | 加碼 |
| Clarius Group, LLC | 33,145 | $70.7 萬 | 0.06% | +487+1.5% | 加碼 |
| First Republic Investment Management, Inc. | 33,459 | $71.4 萬 | 0.00% | +19,591+141.3% | 加碼 |
| Old National Bancorp | 33,485 | $71.5 萬 | 0.02% | +8,097+31.9% | 加碼 |
| CTC LLC | 34,949 | $71.7 萬 | 0.02% | +34,949 | 新進 |
| Advisor Partners II, LLC | 34,170 | $72.9 萬 | 0.04% | +2,495+7.9% | 加碼 |