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 3 季 13F 持有人
UBS Group AG 在 2023/9/30 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
- 487
- 較 2023 年第 2 季 +30 家
- 持有股數
- 12.8 億
- 較 2023 年第 2 季 +4,244 萬 (+3.4%)
- 總市值
- $316.8 億
- 較 2023 年第 2 季 +$65.6 億 (+26.1%)
- 新進機構
- 74
- 另有 156 家加碼
- 清倉機構
- 44
- 另有 174 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,909 | $12.1 萬 | 0.01% | −1,532−23.8% | 減碼 |
| Chesapeake Asset Management LLC | 4,950 | $12.2 萬 | 0.12% | 00.0% | 不變 |
| SG Americas Securities, LLC | 5,199 | $12.8 萬 | 0.00% | +5,199 | 新進 |
| Glen Eagle Advisors, LLC | 5,879 | $14.5 萬 | 0.03% | −1,833−23.8% | 減碼 |
| CWM, LLC | 6,040 | $14.9 萬 | 0.00% | −14−0.2% | 減碼 |
| Ronald Blue Trust, Inc. | 7,577 | $15.3 萬 | 0.00% | +3,748+97.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,945 | $19.6 萬 | 0.02% | +557+7.5% | 加碼 |
| Balentine LLC | 8,141 | $20.1 萬 | 0.01% | +8,141 | 新進 |
| Continental Advisors LLC | 8,163 | $20.1 萬 | 0.18% | −13,122−61.6% | 減碼 |
| Jump Financial, LLC | 8,242 | $20.3 萬 | 0.01% | +8,242 | 新進 |
| Savant Capital, LLC | 8,332 | $20.5 萬 | 0.00% | +8,332 | 新進 |
| Cyndeo Wealth Partners, LLC | 8,390 | $20.7 萬 | 0.02% | +8,390 | 新進 |
| Cozad Asset Management Inc | 8,718 | $21.5 萬 | 0.03% | +8,718 | 新進 |
| Five Oceans Advisors | 8,771 | $21.6 萬 | 0.14% | +8,771 | 新進 |
| Engineers Gate Manager LP | 8,786 | $21.7 萬 | 0.01% | +8,786 | 新進 |
| Aprio Wealth Management, LLC | 8,874 | $21.9 萬 | 0.06% | +8,874 | 新進 |
| Tower Research Capital LLC (TRC) | 8,877 | $21.9 萬 | 0.01% | +6,480+270.3% | 加碼 |
| RMR Wealth Builders | 8,898 | $21.9 萬 | 0.04% | +8,898 | 新進 |
| We Are One Seven, LLC | 8,943 | $22.0 萬 | 0.02% | +8,943 | 新進 |
| Keel Point, LLC | 8,944 | $22.0 萬 | 0.03% | +8,944 | 新進 |
| Pitcairn Co | 9,056 | $22.3 萬 | 0.02% | +9,056 | 新進 |
| Commerce Bank | 9,111 | $22.5 萬 | 0.00% | +9,111 | 新進 |
| Beacon Pointe Advisors, LLC | 9,376 | $23.1 萬 | 0.00% | +9,376 | 新進 |
| CAPROCK Group, Inc. | 9,435 | $23.3 萬 | 0.02% | +9,435 | 新進 |
| Jaffetilchin Investment Partners, LLC | 9,653 | $23.8 萬 | 0.03% | +9,653 | 新進 |
| Blair William & Co | 9,682 | $23.9 萬 | 0.00% | +9,682 | 新進 |
| Optas, LLC | 9,754 | $24.0 萬 | 0.08% | +9,754 | 新進 |
| Ieq Capital, LLC | 9,763 | $24.1 萬 | 0.00% | −2,554−20.7% | 減碼 |
| Claro Advisors LLC | 9,768 | $24.1 萬 | 0.06% | +9,768 | 新進 |
| Comerica Securities,inc. | 9,847 | $24.3 萬 | 0.02% | −1,090−10.0% | 減碼 |
| International Assets Investment Management, LLC | 9,992 | $24.3 萬 | 0.03% | +9,992 | 新進 |
| Drive Wealth Management, LLC | 9,873 | $24.3 萬 | 0.09% | +9,873 | 新進 |
| Snowden Capital Advisors LLC | 9,875 | $24.3 萬 | 0.01% | −4,725−32.4% | 減碼 |
| Covenant Partners, LLC | 9,908 | $24.4 萬 | 0.09% | 00.0% | 不變 |
| Diligent Investors, LLC | 10,048 | $24.8 萬 | 0.08% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 10,148 | $25.0 萬 | 0.02% | +10,148 | 新進 |
| Werba Rubin Papier Wealth Management | 10,230 | $25.2 萬 | 0.09% | +10,230 | 新進 |
| CSS LLC | 10,249 | $25.3 萬 | 0.02% | −13,596−57.0% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 10,267 | $25.3 萬 | 0.08% | +10,267 | 新進 |
| Sawtooth Solutions, LLC | 10,322 | $25.4 萬 | 0.01% | −3,146−23.4% | 減碼 |
| Bleakley Financial Group, LLC | 10,322 | $25.4 萬 | 0.01% | −3,146−23.4% | 減碼 |
| Old National Bancorp | 10,350 | $25.5 萬 | 0.01% | −479−4.4% | 減碼 |
| Parallel Advisors, LLC | 10,620 | $26.2 萬 | 0.01% | +1,400+15.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 10,634 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 10,684 | $26.3 萬 | 0.06% | +10,684 | 新進 |
| JGP Global Gestao de Recursos Ltda. | 10,723 | $26.4 萬 | 0.17% | +10,723 | 新進 |
| Atomi Financial Group, Inc. | 10,749 | $26.5 萬 | 0.09% | +10,749 | 新進 |
| Select Asset Management & Trust | 10,750 | $26.5 萬 | 0.15% | 00.0% | 不變 |
| Stephens Inc | 11,099 | $27.4 萬 | 0.01% | +906+8.9% | 加碼 |
| Investors Research Corp | 11,118 | $27.4 萬 | 0.07% | −35,065−75.9% | 減碼 |
| Stonegate Investment Group, LLC | 11,216 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group Ltd. | 11,234 | $27.7 萬 | 0.07% | +11,234 | 新進 |
| Synovus Financial Corp | 11,307 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Capricorn Fund Managers Ltd | 11,338 | $27.9 萬 | 0.10% | +11,338 | 新進 |
| Lindbrook Capital, LLC | 11,637 | $28.7 萬 | 0.03% | +1,342+13.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 11,699 | $28.8 萬 | 0.05% | +11,699 | 新進 |
| Shilanski & Associates, Inc. | 11,751 | $29.0 萬 | 0.12% | −134−1.1% | 減碼 |
| Wrapmanager Inc | 11,812 | $29.1 萬 | 0.09% | −251−2.1% | 減碼 |
| L & S Advisors Inc | – | $29.6 萬 | 0.04% | – | – |
| 180 Wealth Advisors, LLC | 12,180 | $30.0 萬 | 0.07% | +1,316+12.1% | 加碼 |
| Great Lakes Advisors, LLC | 12,190 | $30.0 萬 | 0.00% | +12,190 | 新進 |
| Ascent Group, LLC | 12,261 | $30.1 萬 | 0.03% | +1,276+11.6% | 加碼 |
| Qsemble Capital Management, LP | 12,200 | $30.1 萬 | 0.06% | +12,200 | 新進 |
| Compton Wealth Advisory Group, LLC | 12,591 | $31.0 萬 | 0.11% | 00.0% | 不變 |
| Verition Fund Management LLC | 12,852 | $31.7 萬 | 0.00% | +833+6.9% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $31.8 萬 | 0.28% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 13,200 | $32.3 萬 | 0.16% | −10,000−43.1% | 減碼 |
| Pinnacle Associates Ltd | 13,123 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 13,135 | $32.4 萬 | 0.36% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 13,609 | $33.5 萬 | 0.20% | −18,223−57.2% | 減碼 |
| AE Wealth Management LLC | 13,886 | $34.2 萬 | 0.00% | +153+1.1% | 加碼 |
| HRT Financial LP | 14,194 | $34.9 萬 | 0.00% | −8,708−38.0% | 減碼 |
| Davenport & Co LLC | 14,175 | $34.9 萬 | 0.00% | +14,175 | 新進 |
| Fiera Capital Corp | 14,248 | $35.1 萬 | 0.00% | +14,248 | 新進 |
| Colony Group LLC | 14,520 | $35.8 萬 | 0.01% | −2,015−12.2% | 減碼 |
| Klingenstein Fields & Co LP | 14,930 | $36.8 萬 | 0.02% | +14,930 | 新進 |
| American Trust Investment Advisors, LLC | 15,015 | $37.0 萬 | 0.20% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 15,063 | $37.1 萬 | 0.00% | +75+0.5% | 加碼 |
| NBC Securities, Inc. | 15,233 | $37.5 萬 | 0.04% | +15,233 | 新進 |
| PDS Planning, Inc | 15,415 | $38.0 萬 | 0.05% | +264+1.7% | 加碼 |
| Winning Points Advisors, LLC | 15,534 | $38.4 萬 | 0.68% | −2,287−12.8% | 減碼 |
| Clearstead Advisors, LLC | 15,672 | $38.6 萬 | 0.02% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 15,748 | $38.8 萬 | 0.24% | −2,892−15.5% | 減碼 |
| Financial Counselors Inc | 15,766 | $38.9 萬 | 0.01% | −93−0.6% | 減碼 |
| Ethic Inc. | 15,989 | $39.4 萬 | 0.01% | −979−5.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 16,220 | $40.0 萬 | 0.12% | −6,493−28.6% | 減碼 |
| Glenmede Trust Co NA | 16,324 | $40.2 萬 | 0.00% | −1,160−6.6% | 減碼 |
| Studio Investment Management LLC | 16,447 | $40.5 萬 | 0.11% | −3,829−18.9% | 減碼 |
| Waycross Partners, LLC | 16,500 | $40.7 萬 | 0.09% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 16,686 | $41.1 萬 | 0.12% | +228+1.4% | 加碼 |
| Valeo Financial Advisors, LLC | 16,872 | $41.6 萬 | 0.02% | +328+2.0% | 加碼 |
| Wolverine Trading, LLC | 18,350 | $45.2 萬 | 0.00% | +6,367+53.1% | 加碼 |
| Checchi Capital Advisers, LLC | 18,434 | $45.4 萬 | 0.04% | +1,567+9.3% | 加碼 |
| Eqis Capital Management, Inc. | 19,071 | $47.0 萬 | 0.06% | −6,261−24.7% | 減碼 |
| Prudential Financial Inc | 19,293 | $47.6 萬 | 0.00% | +3,502+22.2% | 加碼 |
| First National Bank of Hutchinson | 19,395 | $47.8 萬 | 0.36% | +219+1.1% | 加碼 |
| Susquehanna International Group, LLP | 19,587 | $48.3 萬 | 0.00% | −409,790−95.4% | 減碼 |
| Cetera Investment Advisers | 19,863 | $49.0 萬 | 0.00% | −2,731−12.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 20,017 | $49.3 萬 | 0.00% | −908−4.3% | 減碼 |
| Gradient Investments LLC | 20,108 | $49.6 萬 | 0.01% | +338+1.7% | 加碼 |