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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 16,544 | $33.5 萬 | 0.02% | +4,319+35.3% | 加碼 |
| Colony Group LLC | 16,535 | $33.5 萬 | 0.00% | −215−1.3% | 減碼 |
| Waycross Partners, LLC | 16,500 | $33.4 萬 | 0.07% | +16,500 | 新進 |
| Sage Rhino Capital LLC | 16,458 | $33.4 萬 | 0.09% | +37+0.2% | 加碼 |
| Financial Counselors Inc | 15,859 | $32.1 萬 | 0.01% | −8,398−34.6% | 減碼 |
| Prudential Financial Inc | 15,791 | $32.0 萬 | 0.00% | −1,994−11.2% | 減碼 |
| Clearstead Advisors, LLC | 15,672 | $31.8 萬 | 0.02% | +101+0.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 15,540 | $31.5 萬 | 0.01% | −115,990−88.2% | 減碼 |
| PDS Planning, Inc | 15,151 | $30.7 萬 | 0.04% | +3,470+29.7% | 加碼 |
| American Trust Investment Advisors, LLC | 15,015 | $30.4 萬 | 0.17% | −2,025−11.9% | 減碼 |
| Fisher Asset Management, LLC | 14,988 | $30.4 萬 | 0.00% | +466+3.2% | 加碼 |
| Snowden Capital Advisors LLC | 14,600 | $29.6 萬 | 0.01% | +14,600 | 新進 |
| L & S Advisors Inc | – | $29.5 萬 | 0.04% | – | 新進 |
| swisspartners Advisors Ltd | 14,000 | $28.3 萬 | 0.23% | 00.0% | 不變 |
| AE Wealth Management LLC | 13,733 | $27.8 萬 | 0.00% | −45,935−77.0% | 減碼 |
| Sawtooth Solutions, LLC | 13,468 | $27.3 萬 | 0.01% | −878−6.1% | 減碼 |
| Bleakley Financial Group, LLC | 13,468 | $27.3 萬 | 0.01% | −878−6.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,452 | $27.3 萬 | 0.00% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 13,429 | $27.2 萬 | 0.17% | +13,429 | 新進 |
| Soltis Investment Advisors LLC | 13,290 | $26.9 萬 | 0.03% | +218+1.7% | 加碼 |
| Seed Wealth Management, Inc. | 13,135 | $26.6 萬 | 0.28% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 13,123 | $26.6 萬 | 0.00% | +104+0.8% | 加碼 |
| Compton Wealth Advisory Group, LLC | 12,591 | $25.5 萬 | 0.09% | 00.0% | 不變 |
| Lido Advisors, LLC | 12,439 | $25.2 萬 | 0.00% | +12,439 | 新進 |
| Ieq Capital, LLC | 12,317 | $25.0 萬 | 0.01% | +12,317 | 新進 |
| Hudson Bay Capital Management LP | 12,222 | $24.8 萬 | 0.00% | +12,222 | 新進 |
| Guggenheim Capital LLC | 12,182 | $24.7 萬 | 0.00% | −145−1.2% | 減碼 |
| Wrapmanager Inc | 12,063 | $24.5 萬 | 0.07% | +1,065+9.7% | 加碼 |
| Verition Fund Management LLC | 12,019 | $24.4 萬 | 0.00% | −9,934−45.3% | 減碼 |
| Ascent Group, LLC | 10,985 | $24.2 萬 | 0.03% | −2,014−15.5% | 減碼 |
| Shilanski & Associates, Inc. | 11,885 | $24.1 萬 | 0.10% | +95+0.8% | 加碼 |
| Wolverine Trading, LLC | 11,983 | $24.0 萬 | 0.00% | −39,852−76.9% | 減碼 |
| Penserra Capital Management LLC | 11,647 | $23.5 萬 | 0.00% | −15,350−56.9% | 減碼 |
| Capital Wealth Planning, LLC | 11,471 | $23.3 萬 | 0.00% | −15,358−57.2% | 減碼 |
| Synovus Financial Corp | 11,307 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 11,216 | $22.7 萬 | 0.01% | +381+3.5% | 加碼 |
| 180 Wealth Advisors, LLC | 10,864 | $22.2 萬 | 0.05% | +60+0.6% | 加碼 |
| Comerica Securities,inc. | 10,937 | $22.2 萬 | 0.02% | −1,580−12.6% | 減碼 |
| Old National Bancorp | 10,829 | $22.0 萬 | 0.01% | −22,656−67.7% | 減碼 |
| Select Asset Management & Trust | 10,750 | $21.8 萬 | 0.13% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 10,634 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 10,295 | $20.9 萬 | 0.02% | −917−8.2% | 減碼 |
| Stephens Inc | 10,193 | $20.7 萬 | 0.00% | −633−5.8% | 減碼 |
| Diligent Investors, LLC | 10,048 | $20.4 萬 | 0.06% | +48+0.5% | 加碼 |
| Covenant Partners, LLC | 9,908 | $20.1 萬 | 0.07% | −365−3.6% | 減碼 |
| Walleye Trading LLC | 9,397 | $19.0 萬 | 0.01% | +9,397 | 新進 |
| Parallel Advisors, LLC | 9,220 | $18.7 萬 | 0.01% | +515+5.9% | 加碼 |
| Cutler Group LP | 8,447 | $17.1 萬 | 0.04% | −24,485−74.4% | 減碼 |
| Glen Eagle Advisors, LLC | 7,712 | $15.6 萬 | 0.04% | +7,533+4,208.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,388 | $15.0 萬 | 0.02% | +1,556+26.7% | 加碼 |
| CWM, LLC | 6,054 | $12.3 萬 | 0.00% | −907−13.0% | 減碼 |
| IFP Advisors, Inc | 6,441 | $10.1 萬 | 0.01% | +247+4.0% | 加碼 |
| Chesapeake Asset Management LLC | 4,950 | $10.0 萬 | 0.09% | 00.0% | 不變 |
| Citadel Advisors LLC | 4,353 | $8.82 萬 | 0.00% | +4,160+2,155.4% | 加碼 |
| Cacti Asset Management LLC | 4,225 | $8.56 萬 | 0.01% | +4,225 | 新進 |
| Financial Perspectives, Inc | 4,094 | $8.30 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 4,077 | $8.26 萬 | 0.01% | −378−8.5% | 減碼 |
| Ronald Blue Trust, Inc. | 3,829 | $8.10 萬 | 0.00% | −27,640−87.8% | 減碼 |
| Huntington National Bank | 3,385 | $6.86 萬 | 0.00% | −1,073−24.1% | 減碼 |
| Emfo, LLC | 3,002 | $6.09 萬 | 0.06% | +3,002 | 新進 |
| CKW Financial Group | 2,700 | $5.50 萬 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,614 | $5.30 萬 | 0.01% | −607−18.8% | 減碼 |
| Hexagon Capital Partners LLC | 2,596 | $5.26 萬 | 0.01% | +1,141+78.4% | 加碼 |
| Bessemer Group Inc | 2,536 | $5.10 萬 | 0.00% | +2,266+839.3% | 加碼 |
| Massmutual Trust Co FSB | 2,480 | $5.03 萬 | 0.00% | +868+53.8% | 加碼 |
| Rosenberg Matthew Hamilton | 2,457 | $4.98 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,397 | $4.86 萬 | 0.00% | +2,383+17,021.4% | 加碼 |
| Walleye Capital LLC | 2,383 | $4.83 萬 | 0.00% | +2,383 | 新進 |
| O'Dell Group, LLC | 2,356 | $4.78 萬 | 0.01% | +2,356 | 新進 |
| Umb Bank N A | 2,259 | $4.58 萬 | 0.00% | +21+0.9% | 加碼 |
| First Manhattan Co | 2,000 | $4.05 萬 | 0.00% | −506−20.2% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 2,000 | $4.05 萬 | 0.02% | +2,000 | 新進 |
| TD Private Client Wealth LLC | 1,982 | $4.02 萬 | 0.00% | −77−3.7% | 減碼 |
| Performa Ltd (US), LLC | 1,739 | $3.52 萬 | 0.02% | +1,739 | 新進 |
| Global Retirement Partners, LLC | 1,712 | $3.47 萬 | 0.00% | +192+12.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,691 | $3.43 萬 | 0.00% | +754+80.5% | 加碼 |
| Twin Tree Management, LP | 1,684 | $3.41 萬 | 0.00% | +1,684 | 新進 |
| Zions Bancorporation, N.A. | 1,635 | $3.31 萬 | 0.00% | −36−2.2% | 減碼 |
| Anchor Investment Management, LLC | 1,555 | $3.15 萬 | 0.00% | +1,555 | 新進 |
| TD Waterhouse Canada Inc. | 1,380 | $3.04 萬 | 0.00% | −3,930−74.0% | 減碼 |
| Acima Private Wealth, LLC | 1,378 | $2.79 萬 | 0.01% | +444+47.5% | 加碼 |
| Allworth Financial LP | 1,367 | $2.77 萬 | 0.00% | −447−24.6% | 減碼 |
| Solstein Capital, LLC | 1,170 | $2.37 萬 | 0.02% | +1,170 | 新進 |
| Resurgent Financial Advisors LLC | 1,043 | $2.11 萬 | 0.01% | 00.0% | 不變 |
| Community Bank, N.A. | 1,000 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,000 | $2.03 萬 | 0.00% | +1,000 | 新進 |
| AdvisorNet Financial, Inc | 994 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 904 | $1.83 萬 | 0.00% | −214−19.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 891 | $1.81 萬 | 0.00% | +386+76.4% | 加碼 |
| Parkside Financial Bank & Trust | 846 | $1.71 萬 | 0.00% | +708+513.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 855 | $1.70 萬 | 0.00% | −1,032−54.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 828 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 615 | $1.25 萬 | 0.00% | +615 | 新進 |
| First Horizon Advisors, Inc. | 597 | $1.21 萬 | 0.00% | +7+1.2% | 加碼 |
| Chilton Capital Management LLC | 572 | $1.16 萬 | 0.00% | +572 | 新進 |
| Earnest Partners LLC | 552 | $1.12 萬 | 0.00% | +56+11.3% | 加碼 |
| JFS Wealth Advisors, LLC | 541 | $1.10 萬 | 0.00% | −125−18.8% | 減碼 |
| Montag A & Associates Inc | 523 | $1.06 萬 | 0.00% | +60+13.0% | 加碼 |
| Gables Capital Management Inc. | 500 | $1.01 萬 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 500 | $1.01 萬 | 0.00% | +500 | 新進 |