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 2 季 13F 持有人
UBS Group AG 在 2023/6/30 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
- 459
- 較 2023 年第 1 季 +25 家
- 持有股數
- 12.7 億
- 較 2023 年第 1 季 −1.48 億 (−10.4%)
- 總市值
- $256.8 億
- 較 2023 年第 1 季 −$43.1 億 (−14.4%)
- 新進機構
- 93
- 另有 163 家加碼
- 清倉機構
- 68
- 另有 162 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 27,856 | $56.5 萬 | 0.09% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 28,140 | $57.0 萬 | 0.06% | −1,891−6.3% | 減碼 |
| ABN AMRO Bank N.V. | 28,300 | $57.1 萬 | 0.01% | −1,726−5.7% | 減碼 |
| MAI Capital Management | 28,679 | $58.1 萬 | 0.01% | +17,243+150.8% | 加碼 |
| Advisors Capital Management, LLC | 28,904 | $58.6 萬 | 0.01% | +224+0.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 30,048 | $60.9 萬 | 0.01% | +3,888+14.9% | 加碼 |
| Boston Private Wealth LLC | 30,212 | $61.2 萬 | 0.01% | +7,948+35.7% | 加碼 |
| Vident Investment Advisory, LLC | 30,767 | $62.4 萬 | 0.02% | −36,202−54.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 30,903 | $62.6 萬 | 0.00% | −5,687−15.5% | 減碼 |
| Rehmann Capital Advisory Group | 30,984 | $62.8 萬 | 0.06% | −1,348−4.2% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 31,668 | $64.0 萬 | 1.63% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 31,832 | $64.5 萬 | 0.25% | +31,832 | 新進 |
| TownSquare Capital, LLC | 32,027 | $64.9 萬 | 0.01% | +5,322+19.9% | 加碼 |
| British Columbia Investment Management Corp | 32,135 | $64.9 萬 | 0.01% | −54,142−62.8% | 減碼 |
| Horizon Investments, LLC | 32,050 | $65.0 萬 | 0.02% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 33,062 | $67.0 萬 | 0.00% | +9,355+39.5% | 加碼 |
| Cetera Advisor Networks LLC | 33,401 | $67.7 萬 | 0.00% | −3,562−9.6% | 減碼 |
| Lake Street Advisors Group, LLC | 33,991 | $68.9 萬 | 0.04% | +1,764+5.5% | 加碼 |
| Centennial Bank | 34,210 | $69.1 萬 | 0.47% | −5,431−13.7% | 減碼 |
| K2 Principal Fund, L.P. | 35,000 | $70.9 萬 | 0.23% | +35,000 | 新進 |
| Cerity Partners LLC | 35,481 | $71.9 萬 | 0.00% | +9,093+34.5% | 加碼 |
| Clarius Group, LLC | 35,713 | $72.4 萬 | 0.06% | +2,568+7.7% | 加碼 |
| Bailard, Inc. | 36,560 | $74.1 萬 | 0.03% | −4,657−11.3% | 減碼 |
| Gabelli Funds LLC | 37,000 | $75.0 萬 | 0.01% | 00.0% | 不變 |
| Advisor Partners II, LLC | 37,119 | $75.2 萬 | 0.04% | +2,949+8.6% | 加碼 |
| Advisors Asset Management, Inc. | 37,350 | $75.7 萬 | 0.02% | −5,843−13.5% | 減碼 |
| Qtron Investments LLC | 38,126 | $77.1 萬 | 0.15% | −5,069−11.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 38,353 | $77.7 萬 | 0.03% | −2,345−5.8% | 減碼 |
| Gardner Lewis Asset Management L P | 38,750 | $78.5 萬 | 0.29% | 00.0% | 不變 |
| Private Advisor Group, LLC | 37,015 | $79.4 萬 | 0.01% | −2,662−6.7% | 減碼 |
| Vise Technologies, Inc. | 39,286 | $79.6 萬 | 0.19% | +7,659+24.2% | 加碼 |
| SOL Capital Management CO | 39,580 | $80.2 萬 | 0.12% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 39,919 | $80.9 萬 | 0.10% | −9,143−18.6% | 減碼 |
| Morningstar Investment Services LLC | 41,297 | $82.5 萬 | 0.01% | +6,575+18.9% | 加碼 |
| Perigon Wealth Management, LLC | 41,721 | $84.6 萬 | 0.03% | +3,007+7.8% | 加碼 |
| Baker Ellis Asset Management LLC | 41,900 | $84.9 萬 | 0.14% | −2,214−5.0% | 減碼 |
| Raymond James Trust N.A. | 41,915 | $85.0 萬 | 0.02% | +3,014+7.7% | 加碼 |
| Legacy Capital Group California, Inc. | 41,967 | $85.1 萬 | 0.35% | +5,993+16.7% | 加碼 |
| Greenwich Wealth Management LLC | 42,858 | $86.9 萬 | 0.09% | +42,858 | 新進 |
| BTC Capital Management, Inc. | 43,006 | $87.3 萬 | 0.09% | −1,004−2.3% | 減碼 |
| Charles Schwab Investment Management Inc | 43,757 | $88.7 萬 | 0.00% | +22,112+102.2% | 加碼 |
| Genus Capital Management Inc. | 44,917 | $91.0 萬 | 0.13% | +44,917 | 新進 |
| CI Private Wealth, LLC | 45,438 | $91.9 萬 | 0.00% | +332+0.7% | 加碼 |
| Investors Research Corp | 46,183 | $93.6 萬 | 0.24% | +149+0.3% | 加碼 |
| Nordwand Advisors, LLC | 46,513 | $94.3 萬 | 0.16% | +1,293+2.9% | 加碼 |
| Park Avenue Securities LLC | 46,623 | $94.5 萬 | 0.01% | +6,602+16.5% | 加碼 |
| Truist Financial Corp | 46,664 | $94.6 萬 | 0.00% | −4,098−8.1% | 減碼 |
| Fifth Third Bancorp | 46,946 | $95.2 萬 | 0.00% | −3,821−7.5% | 減碼 |
| Quantinno Capital Management LP | 47,375 | $96.0 萬 | 0.05% | +727+1.6% | 加碼 |
| Rhumbline Advisers | 48,233 | $97.8 萬 | 0.00% | +48,233 | 新進 |
| Greenleaf Trust | 48,244 | $97.8 萬 | 0.01% | −49−0.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 48,477 | $98.3 萬 | 0.01% | −3,071−6.0% | 減碼 |
| MML Investors Services, LLC | 48,859 | $99.0 萬 | 0.01% | +17,516+55.9% | 加碼 |
| Paragon Associates & Paragon Associates II Joint Venture | 50,000 | $101.3 萬 | 2.07% | +50,000 | 新進 |
| HighTower Advisors, LLC | 50,624 | $102.3 萬 | 0.00% | +21,887+76.2% | 加碼 |
| NatWest Group plc | 51,173 | $103.7 萬 | 0.54% | −3,080−5.7% | 減碼 |
| JBF Capital, Inc. | 52,500 | $106.4 萬 | 0.22% | +50,000+2,000.0% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 52,901 | $107.2 萬 | 0.65% | −140.0% | 減碼 |
| CTF Capital Management, LP | 53,516 | $108.5 萬 | 0.58% | −135,084−71.6% | 減碼 |
| Forum Financial Management, LP | 53,533 | $108.5 萬 | 0.02% | 00.0% | 不變 |
| Simplex Trading, LLC | 54,545 | $110.5 萬 | 0.05% | +16,343+42.8% | 加碼 |
| Veriti Management LLC | 54,775 | $111.0 萬 | 0.12% | −398−0.7% | 減碼 |
| Western Standard LLC | 55,000 | $111.5 萬 | 0.97% | +55,000 | 新進 |
| Massachusetts Wealth Management | 56,139 | $113.8 萬 | 1.09% | +789+1.4% | 加碼 |
| Signaturefd, LLC | 56,730 | $115.0 萬 | 0.03% | +833+1.5% | 加碼 |
| Adams Wealth Management | 56,749 | $115.0 萬 | 0.36% | +10,970+24.0% | 加碼 |
| Integrated Wealth Concepts LLC | 57,915 | $117.4 萬 | 0.02% | −2,237−3.7% | 減碼 |
| Schechter Investment Advisors, LLC | 58,056 | $117.7 萬 | 0.11% | +5,729+10.9% | 加碼 |
| WCM Investment Management, LLC | 59,144 | $118.3 萬 | 0.00% | +59,144 | 新進 |
| Victory Capital Management Inc | 60,710 | $123.1 萬 | 0.00% | −7,052−10.4% | 減碼 |
| Yousif Capital Management, LLC | 61,513 | $124.7 萬 | 0.02% | +2,362+4.0% | 加碼 |
| Cigna Investments Inc | 61,795 | $125.0 萬 | 0.23% | −516−0.8% | 減碼 |
| Cresset Asset Management, LLC | 63,623 | $129.0 萬 | 0.01% | +63,623 | 新進 |
| Simmons Bank | 63,636 | $129.0 萬 | 0.11% | +9,471+17.5% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 63,744 | $129.2 萬 | 0.46% | +10.0% | 加碼 |
| MYDA Advisors LLC | 64,000 | $129.7 萬 | 0.51% | +64,000 | 新進 |
| First Hawaiian Bank | 66,490 | $134.8 萬 | 0.04% | +205+0.3% | 加碼 |
| Ativo Capital Management LLC | 67,179 | $136.2 萬 | 1.44% | −3,800−5.4% | 減碼 |
| Atria Investments LLC | 67,480 | $136.8 萬 | 0.02% | +7,679+12.8% | 加碼 |
| Duality Advisers, LP | 69,264 | $140.4 萬 | 0.18% | −7,010−9.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 69,826 | $141.5 萬 | 0.00% | +4,899+7.5% | 加碼 |
| US Bancorp | 72,775 | $147.5 萬 | 0.00% | −15,536−17.6% | 減碼 |
| Credit Capital Investments LLC | 75,000 | $152.0 萬 | 1.98% | +30,000+66.7% | 加碼 |
| Alaethes Wealth LLC | 79,762 | $161.7 萬 | 0.89% | +1,044+1.3% | 加碼 |
| Oppenheimer & Co Inc | 80,997 | $164.2 萬 | 0.03% | −9,662−10.7% | 減碼 |
| Beach Investment Counsel Inc | 85,646 | $173.6 萬 | 0.21% | −800−0.9% | 減碼 |
| Boston Partners | 92,055 | $186.6 萬 | 0.00% | −11,154−10.8% | 減碼 |
| Pathstone Family Office, LLC | 92,517 | $187.2 萬 | 0.03% | −9,079−8.9% | 減碼 |
| United Services Automobile Association | 94,686 | $191.4 萬 | 0.05% | −1,194−1.2% | 減碼 |
| Independent Advisor Alliance | 96,533 | $195.7 萬 | 0.09% | −7,157−6.9% | 減碼 |
| PEAK6 Investments LLC | 98,529 | $199.7 萬 | 0.17% | +8,530+9.5% | 加碼 |
| Hantz Financial Services, Inc. | 100,979 | $204.7 萬 | 0.05% | −1,270−1.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 101,100 | $204.9 萬 | 0.02% | +56,852+128.5% | 加碼 |
| Ritholtz Wealth Management | 102,902 | $208.6 萬 | 0.09% | +8,193+8.7% | 加碼 |
| Highland Capital Management, LLC | 104,367 | $211.6 萬 | 0.14% | −1,600−1.5% | 減碼 |
| Bridgeway Capital Management, LLC | 104,400 | $211.6 萬 | 0.05% | −20,600−16.5% | 減碼 |
| Mitchell Capital Management Co | 106,373 | $215.6 萬 | 0.49% | +31,172+41.5% | 加碼 |
| JustInvest LLC | 107,879 | $218.6 萬 | 0.07% | +19,012+21.4% | 加碼 |
| LPL Financial LLC | 108,480 | $219.9 萬 | 0.00% | +12,292+12.8% | 加碼 |
| Brinker Capital Investments, LLC | 116,488 | $236.1 萬 | 0.03% | −21,546−15.6% | 減碼 |