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 |
|---|---|---|---|---|---|
| JBF Capital, Inc. | 52,500 | $106.4 萬 | 0.22% | +50,000+2,000.0% | 加碼 |
| NatWest Group plc | 51,173 | $103.7 萬 | 0.54% | −3,080−5.7% | 減碼 |
| HighTower Advisors, LLC | 50,624 | $102.3 萬 | 0.00% | +21,887+76.2% | 加碼 |
| Paragon Associates & Paragon Associates II Joint Venture | 50,000 | $101.3 萬 | 2.07% | +50,000 | 新進 |
| MML Investors Services, LLC | 48,859 | $99.0 萬 | 0.01% | +17,516+55.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 48,477 | $98.3 萬 | 0.01% | −3,071−6.0% | 減碼 |
| Greenleaf Trust | 48,244 | $97.8 萬 | 0.01% | −49−0.1% | 減碼 |
| Rhumbline Advisers | 48,233 | $97.8 萬 | 0.00% | +48,233 | 新進 |
| Quantinno Capital Management LP | 47,375 | $96.0 萬 | 0.05% | +727+1.6% | 加碼 |
| Fifth Third Bancorp | 46,946 | $95.2 萬 | 0.00% | −3,821−7.5% | 減碼 |
| Truist Financial Corp | 46,664 | $94.6 萬 | 0.00% | −4,098−8.1% | 減碼 |
| Park Avenue Securities LLC | 46,623 | $94.5 萬 | 0.01% | +6,602+16.5% | 加碼 |
| Nordwand Advisors, LLC | 46,513 | $94.3 萬 | 0.16% | +1,293+2.9% | 加碼 |
| Investors Research Corp | 46,183 | $93.6 萬 | 0.24% | +149+0.3% | 加碼 |
| CI Private Wealth, LLC | 45,438 | $91.9 萬 | 0.00% | +332+0.7% | 加碼 |
| Genus Capital Management Inc. | 44,917 | $91.0 萬 | 0.13% | +44,917 | 新進 |
| Charles Schwab Investment Management Inc | 43,757 | $88.7 萬 | 0.00% | +22,112+102.2% | 加碼 |
| BTC Capital Management, Inc. | 43,006 | $87.3 萬 | 0.09% | −1,004−2.3% | 減碼 |
| Greenwich Wealth Management LLC | 42,858 | $86.9 萬 | 0.09% | +42,858 | 新進 |
| Legacy Capital Group California, Inc. | 41,967 | $85.1 萬 | 0.35% | +5,993+16.7% | 加碼 |
| Raymond James Trust N.A. | 41,915 | $85.0 萬 | 0.02% | +3,014+7.7% | 加碼 |
| Baker Ellis Asset Management LLC | 41,900 | $84.9 萬 | 0.14% | −2,214−5.0% | 減碼 |
| Perigon Wealth Management, LLC | 41,721 | $84.6 萬 | 0.03% | +3,007+7.8% | 加碼 |
| Morningstar Investment Services LLC | 41,297 | $82.5 萬 | 0.01% | +6,575+18.9% | 加碼 |
| Liberty One Investment Management, LLC | 39,919 | $80.9 萬 | 0.10% | −9,143−18.6% | 減碼 |
| SOL Capital Management CO | 39,580 | $80.2 萬 | 0.12% | 00.0% | 不變 |
| Vise Technologies, Inc. | 39,286 | $79.6 萬 | 0.19% | +7,659+24.2% | 加碼 |
| Private Advisor Group, LLC | 37,015 | $79.4 萬 | 0.01% | −2,662−6.7% | 減碼 |
| Gardner Lewis Asset Management L P | 38,750 | $78.5 萬 | 0.29% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 38,353 | $77.7 萬 | 0.03% | −2,345−5.8% | 減碼 |
| Qtron Investments LLC | 38,126 | $77.1 萬 | 0.15% | −5,069−11.7% | 減碼 |
| Advisors Asset Management, Inc. | 37,350 | $75.7 萬 | 0.02% | −5,843−13.5% | 減碼 |
| Advisor Partners II, LLC | 37,119 | $75.2 萬 | 0.04% | +2,949+8.6% | 加碼 |
| Gabelli Funds LLC | 37,000 | $75.0 萬 | 0.01% | 00.0% | 不變 |
| Bailard, Inc. | 36,560 | $74.1 萬 | 0.03% | −4,657−11.3% | 減碼 |
| Clarius Group, LLC | 35,713 | $72.4 萬 | 0.06% | +2,568+7.7% | 加碼 |
| Cerity Partners LLC | 35,481 | $71.9 萬 | 0.00% | +9,093+34.5% | 加碼 |
| K2 Principal Fund, L.P. | 35,000 | $70.9 萬 | 0.23% | +35,000 | 新進 |
| Centennial Bank | 34,210 | $69.1 萬 | 0.47% | −5,431−13.7% | 減碼 |
| Lake Street Advisors Group, LLC | 33,991 | $68.9 萬 | 0.04% | +1,764+5.5% | 加碼 |
| Cetera Advisor Networks LLC | 33,401 | $67.7 萬 | 0.00% | −3,562−9.6% | 減碼 |
| Commonwealth Equity Services, LLC | 33,062 | $67.0 萬 | 0.00% | +9,355+39.5% | 加碼 |
| Horizon Investments, LLC | 32,050 | $65.0 萬 | 0.02% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 32,135 | $64.9 萬 | 0.01% | −54,142−62.8% | 減碼 |
| TownSquare Capital, LLC | 32,027 | $64.9 萬 | 0.01% | +5,322+19.9% | 加碼 |
| Blueshift Asset Management, LLC | 31,832 | $64.5 萬 | 0.25% | +31,832 | 新進 |
| Lingohr & Partner Asset Management GmbH | 31,668 | $64.0 萬 | 1.63% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 30,984 | $62.8 萬 | 0.06% | −1,348−4.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 30,903 | $62.6 萬 | 0.00% | −5,687−15.5% | 減碼 |
| Vident Investment Advisory, LLC | 30,767 | $62.4 萬 | 0.02% | −36,202−54.1% | 減碼 |
| Boston Private Wealth LLC | 30,212 | $61.2 萬 | 0.01% | +7,948+35.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 30,048 | $60.9 萬 | 0.01% | +3,888+14.9% | 加碼 |
| Advisors Capital Management, LLC | 28,904 | $58.6 萬 | 0.01% | +224+0.8% | 加碼 |
| MAI Capital Management | 28,679 | $58.1 萬 | 0.01% | +17,243+150.8% | 加碼 |
| ABN AMRO Bank N.V. | 28,300 | $57.1 萬 | 0.01% | −1,726−5.7% | 減碼 |
| Quadrant Capital Group LLC | 28,140 | $57.0 萬 | 0.06% | −1,891−6.3% | 減碼 |
| Atlas Capital Advisors LLC | 27,856 | $56.5 萬 | 0.09% | 00.0% | 不變 |
| Susquehanna International Securities, Ltd. | 27,774 | $56.3 萬 | 0.52% | −883,593−97.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 27,731 | $56.2 萬 | 0.00% | +2,152+8.4% | 加碼 |
| Janney Montgomery Scott LLC | 27,378 | $55.5 萬 | 0.00% | −17,760−39.3% | 減碼 |
| Kathmere Capital Management, LLC | 27,234 | $55.2 萬 | 0.09% | +986+3.8% | 加碼 |
| Winning Points Advisors, LLC | 17,821 | $55.1 萬 | 0.85% | +17,821 | 新進 |
| XTX Topco Ltd | 27,027 | $54.8 萬 | 0.10% | +27,027 | 新進 |
| Cullinan Associates Inc | 26,500 | $53.7 萬 | 0.03% | +26,500 | 新進 |
| Cookson Peirce & Co Inc | 26,418 | $53.5 萬 | 0.03% | −964−3.5% | 減碼 |
| Aj Wealth Strategies, LLC | 26,275 | $53.3 萬 | 0.03% | +382+1.5% | 加碼 |
| Eqis Capital Management, Inc. | 25,332 | $51.3 萬 | 0.06% | −2,881−10.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 25,265 | $51.2 萬 | 0.00% | +3,577+16.5% | 加碼 |
| National Asset Management, Inc. | 25,077 | $50.8 萬 | 0.01% | +417+1.7% | 加碼 |
| Beverly Hills Private Wealth, LLC | 22,713 | $49.7 萬 | 0.08% | +11,283+98.7% | 加碼 |
| CSS LLC | 23,845 | $48.3 萬 | 0.04% | +23,845 | 新進 |
| Spire Wealth Management | 23,832 | $48.3 萬 | 0.02% | +2,352+10.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 23,730 | $48.1 萬 | 0.04% | +5,938+33.4% | 加碼 |
| Deuterium Capital Management, LLC | 26,180 | $47.4 萬 | 0.66% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 23,200 | $46.9 萬 | 0.22% | −13,300−36.4% | 減碼 |
| Aquatic Capital Management LLC | 23,100 | $46.8 萬 | 0.03% | +23,100 | 新進 |
| HRT Financial LP | 22,902 | $46.4 萬 | 0.00% | +22,902 | 新進 |
| Kestra Advisory Services, LLC | 22,811 | $46.2 萬 | 0.00% | +22,811 | 新進 |
| Mount Yale Investment Advisors, LLC | 22,805 | $46.2 萬 | 0.05% | +1,913+9.2% | 加碼 |
| Cetera Investment Advisers | 22,594 | $45.8 萬 | 0.00% | −7,514−25.0% | 減碼 |
| Evergreen Capital Management LLC | 21,697 | $44.0 萬 | 0.02% | −375−1.7% | 減碼 |
| Zhang Financial LLC | 21,620 | $43.8 萬 | 0.04% | +4,810+28.6% | 加碼 |
| Continental Advisors LLC | 21,285 | $43.1 萬 | 0.38% | +21,285 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 20,925 | $42.4 萬 | 0.00% | −1,486−6.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 20,700 | $42.0 萬 | 0.00% | +20,700 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 20,517 | $41.6 萬 | 0.04% | +6,226+43.6% | 加碼 |
| Springhouse Capital Management, LP | 20,500 | $41.6 萬 | 0.70% | +20,500 | 新進 |
| Studio Investment Management LLC | 20,276 | $41.1 萬 | 0.12% | +39+0.2% | 加碼 |
| Ballentine Partners, LLC | 20,172 | $40.9 萬 | 0.01% | +5,096+33.8% | 加碼 |
| Gradient Investments LLC | 19,770 | $40.1 萬 | 0.01% | −416−2.1% | 減碼 |
| First National Bank of Hutchinson | 19,176 | $38.9 萬 | 0.28% | +5,385+39.0% | 加碼 |
| GWM Advisors LLC | 19,032 | $38.6 萬 | 0.00% | +583+3.2% | 加碼 |
| Angeles Wealth Management, LLC | 19,025 | $38.6 萬 | 0.05% | +19,025 | 新進 |
| Gallacher Capital Management LLC | 18,640 | $37.8 萬 | 0.22% | +1,494+8.7% | 加碼 |
| Glenmede Trust Co NA | 17,484 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Amia Capital LLP | 20,000 | $36.2 萬 | 2.27% | −10,000−33.3% | 減碼 |
| M&T Bank Corp | 17,488 | $35.5 萬 | 0.00% | +246+1.4% | 加碼 |
| Ethic Inc. | 16,968 | $34.4 萬 | 0.01% | +5,566+48.8% | 加碼 |
| Checchi Capital Advisers, LLC | 16,867 | $34.2 萬 | 0.03% | +992+6.2% | 加碼 |
| Clear Street Markets LLC | 16,769 | $33.9 萬 | 0.14% | +16,669+16,669.0% | 加碼 |