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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 16,008 | $34.2 萬 | 0.02% | +16,008 | 新進 |
| Checchi Capital Advisers, LLC | 15,875 | $33.9 萬 | 0.03% | −368−2.3% | 減碼 |
| Clearstead Advisors, LLC | 15,571 | $33.2 萬 | 0.02% | −1,345−8.0% | 減碼 |
| Argonautica Private Wealth Management, Inc | 15,289 | $32.6 萬 | 0.16% | −3,351−18.0% | 減碼 |
| Ballentine Partners, LLC | 15,076 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 15,000 | $32.0 萬 | 0.18% | +15,000 | 新進 |
| Two Sigma Securities, LLC | 14,938 | $31.9 萬 | 0.03% | +14,938 | 新進 |
| Fisher Asset Management, LLC | 14,522 | $31.0 萬 | 0.00% | −5,074−25.9% | 減碼 |
| Susquehanna International Group Ltd. | 14,508 | $31.0 萬 | 0.18% | −4,305−22.9% | 減碼 |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 14,291 | $30.5 萬 | 0.04% | +14,291 | 新進 |
| Bridgefront Capital, LLC | 13,954 | $29.8 萬 | 0.18% | +3,150+29.2% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $29.5 萬 | 0.25% | 00.0% | 不變 |
| First National Bank of Hutchinson | 13,791 | $29.4 萬 | 0.23% | +549+4.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 13,452 | $28.7 萬 | 0.00% | +13,452 | 新進 |
| Prudential Financial Inc | 17,785 | $28.7 萬 | 0.00% | −291−1.6% | 減碼 |
| Seed Wealth Management, Inc. | 13,135 | $28.0 萬 | 0.32% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 13,072 | $27.9 萬 | 0.04% | −2,579−16.5% | 減碼 |
| Tudor Investment Corp Et Al | 13,041 | $27.8 萬 | 0.01% | +13,041 | 新進 |
| Pinnacle Associates Ltd | 13,019 | $27.8 萬 | 0.01% | +378+3.0% | 加碼 |
| Ascent Group, LLC | 12,999 | $27.7 萬 | 0.03% | +389+3.1% | 加碼 |
| Compton Wealth Advisory Group, LLC | 12,591 | $26.9 萬 | 0.09% | −523−4.0% | 減碼 |
| Comerica Securities,inc. | 12,517 | $26.7 萬 | 0.02% | −3,027−19.5% | 減碼 |
| Integrated Investment Consultants, LLC | 12,371 | $26.4 萬 | 0.08% | +12,371 | 新進 |
| Guggenheim Capital LLC | 12,327 | $26.3 萬 | 0.00% | +12,327 | 新進 |
| Valeo Financial Advisors, LLC | 12,225 | $26.1 萬 | 0.01% | +12,225 | 新進 |
| Capital Asset Advisory Services LLC | 11,723 | $25.0 萬 | 0.02% | −2,543−17.8% | 減碼 |
| PDS Planning, Inc | 11,681 | $24.9 萬 | 0.03% | +11,681 | 新進 |
| Pictet & Cie (Europe) SA | 11,666 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Shilanski & Associates, Inc. | 11,790 | $24.5 萬 | 0.11% | +62+0.5% | 加碼 |
| MAI Capital Management | 11,436 | $24.4 萬 | 0.00% | +11,436 | 新進 |
| Beverly Hills Private Wealth, LLC | 11,430 | $24.4 萬 | 0.08% | +11,430 | 新進 |
| Ethic Inc. | 11,402 | $24.3 萬 | 0.01% | −5,304−31.7% | 減碼 |
| Synovus Financial Corp | 11,307 | $24.1 萬 | 0.00% | −977−8.0% | 減碼 |
| Lindbrook Capital, LLC | 11,212 | $23.9 萬 | 0.03% | −5,209−31.7% | 減碼 |
| Wrapmanager Inc | 10,998 | $23.5 萬 | 0.07% | +233+2.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 10,900 | $23.3 萬 | 0.00% | +10,900 | 新進 |
| Stonegate Investment Group, LLC | 10,835 | $23.1 萬 | 0.01% | +10,835 | 新進 |
| Stephens Inc | 10,826 | $23.1 萬 | 0.00% | +308+2.9% | 加碼 |
| 180 Wealth Advisors, LLC | 10,804 | $23.1 萬 | 0.05% | −144−1.3% | 減碼 |
| Select Asset Management & Trust | 10,750 | $23.0 萬 | 0.20% | 00.0% | 不變 |
| FDx Advisors, Inc. | 12,272 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 10,634 | $22.7 萬 | 0.00% | −240−2.2% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,697 | $22.2 萬 | 0.05% | −126,134−92.2% | 減碼 |
| Marshall Wace, LLP | 10,527 | $22.2 萬 | 0.00% | −5,511,834−99.8% | 減碼 |
| Covenant Partners, LLC | 10,273 | $21.9 萬 | 0.08% | +10,273 | 新進 |
| Commerce Bank | 10,118 | $21.6 萬 | 0.00% | −662−6.1% | 減碼 |
| Diligent Investors, LLC | 10,000 | $21.3 萬 | 0.07% | 00.0% | 不變 |
| Claro Advisors LLC | 9,921 | $21.2 萬 | 0.06% | −275−2.7% | 減碼 |
| Cozad Asset Management Inc | 9,732 | $20.8 萬 | 0.03% | −631−6.1% | 減碼 |
| Calamos Wealth Management LLC | 9,695 | $20.7 萬 | 0.02% | +9,695 | 新進 |
| RMR Wealth Builders | 9,580 | $20.4 萬 | 0.04% | +9,580 | 新進 |
| International Assets Investment Management, LLC | 9,567 | $20.4 萬 | 0.03% | +9,567 | 新進 |
| Great Lakes Advisors, LLC | 9,548 | $20.4 萬 | 0.00% | +9,548 | 新進 |
| Parallel Advisors, LLC | 8,705 | $18.6 萬 | 0.01% | −1,637−15.8% | 減碼 |
| Kapitalo Investimentos Ltda | 8,220 | $17.5 萬 | 0.06% | +3,820+86.8% | 加碼 |
| CWM, LLC | 6,961 | $14.9 萬 | 0.00% | +464+7.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,832 | $12.4 萬 | 0.02% | −373−6.0% | 減碼 |
| TD Waterhouse Canada Inc. | 5,310 | $11.2 萬 | 0.00% | +4,000+305.3% | 加碼 |
| Chesapeake Asset Management LLC | 4,950 | $10.6 萬 | 0.10% | +4,950 | 新進 |
| State of Wyoming | 4,759 | $10.2 萬 | 0.03% | −1,171−19.7% | 減碼 |
| IFP Advisors, Inc | 6,194 | $9.68 萬 | 0.00% | −2,668−30.1% | 減碼 |
| Huntington National Bank | 4,458 | $9.51 萬 | 0.00% | +496+12.5% | 加碼 |
| Proequities, Inc. | 4,455 | $9.51 萬 | 0.01% | −1,102−19.8% | 減碼 |
| Financial Perspectives, Inc | 4,094 | $8.74 萬 | 0.04% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3,221 | $6.87 萬 | 0.01% | 00.0% | 不變 |
| CKW Financial Group | 2,700 | $5.80 萬 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 2,506 | $5.35 萬 | 0.00% | 00.0% | 不變 |
| JBF Capital, Inc. | 2,500 | $5.27 萬 | 0.01% | +2,500 | 新進 |
| Rosenberg Matthew Hamilton | 2,457 | $5.24 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 2,428 | $5.18 萬 | 0.00% | +229+10.4% | 加碼 |
| Umb Bank N A | 2,238 | $4.78 萬 | 0.00% | +1,222+120.3% | 加碼 |
| Accel Wealth Management | 2,068 | $4.41 萬 | 0.02% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,059 | $4.39 萬 | 0.00% | −4,294−67.6% | 減碼 |
| Ameritas Advisory Services, LLC | 1,925 | $4.11 萬 | 0.00% | +1,925 | 新進 |
| Harvest Fund Management Co., Ltd | 1,887 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 1,814 | $3.87 萬 | 0.00% | +1,194+192.6% | 加碼 |
| Zions Bancorporation, N.A. | 1,671 | $3.57 萬 | 0.00% | −1,184−41.5% | 減碼 |
| Massmutual Trust Co FSB | 1,612 | $3.44 萬 | 0.00% | +445+38.1% | 加碼 |
| Ten Capital Wealth Advisors, LLC | 1,491 | $3.18 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,455 | $3.10 萬 | 0.01% | +91+6.7% | 加碼 |
| Global Retirement Partners, LLC | 1,520 | $2.94 萬 | 0.00% | −109−6.7% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,118 | $2.39 萬 | 0.00% | +214+23.7% | 加碼 |
| Resurgent Financial Advisors LLC | 1,043 | $2.23 萬 | 0.01% | +1,043 | 新進 |
| Community Bank, N.A. | 1,000 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 994 | $2.12 萬 | 0.00% | −272−21.5% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 958 | $2.00 萬 | 0.01% | +800+506.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 937 | $2.00 萬 | 0.00% | −417−30.8% | 減碼 |
| Acima Private Wealth, LLC | 934 | $1.99 萬 | 0.01% | +934 | 新進 |
| Park Place Capital Corp | 916 | $1.95 萬 | 0.01% | −212−18.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 828 | $1.77 萬 | 0.00% | −8−1.0% | 減碼 |
| Syverson Strege & Co | 811 | $1.73 萬 | 0.01% | +811 | 新進 |
| Advisory Services Network, LLC | 740 | $1.58 萬 | 0.00% | +285+62.6% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 701 | $1.50 萬 | 0.00% | −750−51.7% | 減碼 |
| JFS Wealth Advisors, LLC | 666 | $1.42 萬 | 0.00% | +35+5.5% | 加碼 |
| First Horizon Advisors, Inc. | 590 | $1.26 萬 | 0.00% | +85+16.8% | 加碼 |
| Financial Management Professionals, Inc. | 518 | $1.10 萬 | 0.00% | +385+289.5% | 加碼 |
| Raffa Wealth Management, LLC | 505 | $1.08 萬 | 0.00% | −15−2.9% | 減碼 |
| HM Payson & Co | 505 | $1.08 萬 | 0.00% | 00.0% | 不變 |